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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RW
1726
REDW Wealth
New Mexico
$721K -$32.8K -95 -5%
SGI
1727
Summit Global Investments
Utah
$721K +$39.7K +115 +7%
FFG
1728
Fiduciary Financial Group
California
$721K +$14.8K +43 +2%
HTIM
1729
Harbour Trust & Investment Management
Indiana
$719K -$42.1K -122 -6%
OCM
1730
Objective Capital Management
Ohio
$717K +$633K +1,832 New
MHWM
1731
Montz Harcus Wealth Management
Louisiana
$714K -$17.6K -51 -3%
CMAI
1732
Capital Management Associates Inc
Minnesota
$713K -$3.8K -11 -0.6%
FBB
1733
Fulton Breakefield Broenniman
Maryland
$713K -$17.3K -50 -3%
AFC
1734
AFT Forsyth & Company
Florida
$710K
TA
1735
TFG Advisers
Michigan
$709K +$1.04K +3 +0.2%
CWM
1736
Centurion Wealth Management
Virginia
$708K +$625K +1,810 New
PP
1737
Pacifica Partners
Canada
$707K +$9.67K +28 +2%
MA
1738
McBroom & Associates
Nevada
$706K
TFG
1739
Taylor Financial Group
Virginia
$706K
WKWM
1740
Walter & Keenan Wealth Management
Indiana
$705K +$1.73K +5 +0.3%
Harris Associates
1741
Harris Associates
Illinois
$704K
GS
1742
GTS Securities
Florida
$701K +$240K +695 +63%
BWM
1743
Benchmark Wealth Management
Connecticut
$698K
LA
1744
Lakeside Advisors
Washington
$698K +$345 +1 +0.1%
FC
1745
FCA Corp
Texas
$697K +$201K +582 +49%
LF
1746
LifeSteps Financial
California
$696K
SMH
1747
Sanders Morris Harris
Texas
$694K
SFG
1748
Sovereign Financial Group
Connecticut
$694K -$17.6K -51 -3%
ZIG
1749
Zullo Investment Group
Pennsylvania
$691K +$4.14K +12 +0.7%
FB
1750
Fulton Bank
Pennsylvania
$689K +$17.6K +51 +3%