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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1701
Fiduciary Alliance
South Carolina
$832K +$171K +512 +31%
GWM
1702
GSB Wealth Management
Connecticut
$832K +$8.67K +26 +1%
SAF
1703
Smith Anglin Financial
Texas
$832K +$12K +36 +2%
AMBIA
1704
Allen Mooney & Barnes Investment Advisors
Georgia
$824K -$12.3K -37 -2%
PSP
1705
Principal Street Partners
Tennessee
$822K +$454K +1,363 +181%
MGWM
1706
Marks Group Wealth Management
Minnesota
$821K +$7K +21 +1%
MCA
1707
Martin Capital Advisors
Texas
$820K – – –
CWM
1708
Cahaba Wealth Management
Georgia
$819K -$53.7K -161 -7%
CIAS
1709
CFS Investment Advisory Services
New Jersey
$819K +$18K +54 +3%
CCWM
1710
Cassaday & Co Wealth Management
Virginia
$816K +$1.67K +5 +0.2%
HA
1711
Hamel Associates
New Jersey
$816K -$43.3K -130 -6%
WAL
1712
W Advisors LLC
Tennessee
$816K -$20.7K -62 -3%
Financial Engines Advisors
1713
Financial Engines Advisors
California
$814K +$190K +570 +37%
FAB
1714
First American Bank
Illinois
$814K -$4K -12 -0.6%
VC
1715
Veracity Capital
Georgia
$813K -$78K -234 -10%
FFB
1716
First Financial Bankshares
Texas
$812K +$45K +135 +7%
FFL
1717
Future Fund LLC
Illinois
$811K -$119K -357 -15%
ZIG
1718
Zullo Investment Group
Pennsylvania
$809K +$17.3K +52 +3%
MAM
1719
Milestone Asset Management
Pennsylvania
$808K +$237K +712 +52%
SCP
1720
Sender Company & Partners
New York
$807K +$693K +2,078 New
TFO
1721
Tarbox Family Office
California
$806K +$3K +9 +0.4%
OWP
1722
Obermeyer Wealth Partners
Colorado
$806K +$35.7K +107 +5%
SIC
1723
Sage Investment Counsel
Tennessee
$805K +$333 +1 +0%
FPW
1724
Fairvoy Private Wealth
Alabama
$804K -$13.7K -41 -2%
MW
1725
MBL Wealth
North Carolina
$804K +$30.7K +92 +5%