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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1726
Anchor Capital Advisors
Massachusetts
$207K -$31.2K -150 -12%
SCM
1727
Silvant Capital Management
Georgia
$207K
IFAM
1728
Institutional & Family Asset Management
Colorado
$207K +$1.25K +6 +0.6%
WMA
1729
Wealth Management Associates
New Jersey
$205K -$194K -932 -47%
CAWM
1730
Capital Advisors Wealth Management
Washington
$203K
MJRIC
1731
Mogy Joel R Investment Counsel
California
$203K
FBB
1732
Fulton Breakefield Broenniman
Maryland
$202K -$20.6K -99 -9%
PFWA
1733
Paces Ferry Wealth Advisors
Georgia
$202K -$16.9K -81 -7%
ERWM
1734
Elk River Wealth Management
Colorado
$202K
FPFS
1735
First Personal Financial Services
North Carolina
$202K
BOS
1736
Bank of Stockton
California
$201K
AWAG
1737
ARS Wealth Advisors Group
Florida
$201K +$218K +1,045 New
NSB
1738
Norway Savings Bank
Maine
$197K +$15.6K +75 +8%
AFG
1739
Albion Financial Group
Utah
$196K -$6.25K -30 -3%
AssetMark Inc
1740
AssetMark Inc
California
$194K +$37.5K +180 +22%
SAM
1741
S.A. Mason
Michigan
$192K
MRCM
1742
M&R Capital Management
New Jersey
$191K
FP
1743
Financial Perspectives
Minnesota
$188K
DOA
1744
D'Orazio & Associates
Virginia
$186K +$14K +67 +7%
PMFA
1745
Plante Moran Financial Advisors
Michigan
$186K +$142K +681 +237%
CI
1746
CX Institutional
Indiana
$185K -$17.3K -83 -8%
Cohen & Steers
1747
Cohen & Steers
New York
$185K +$6.04K +29 +3%
SBL
1748
Sargent Bickham Lagudis
Colorado
$184K +$10.6K +51 +6%
SFP
1749
Sterling Financial Planning
New Jersey
$182K -$15K -72 -7%
NEAM
1750
New England Asset Management
Connecticut
$181K +$197K +944 New