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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BF
1751
Blankinship & Foster
California
$285K – – –
Cohen & Steers
1752
Cohen & Steers
New York
$285K +$83.6K +415 +43%
OCM
1753
One Capital Management
California
$284K -$23K -114 -8%
MVA
1754
Mount Vernon Associates
Maryland
$284K – – –
WB
1755
West Bancorporation
Iowa
$283K +$275K +1,368 New
SFG
1756
Sovereign Financial Group
Connecticut
$283K +$276K +1,369 New
GKWIM
1757
Gerber Kawasaki Wealth & Investment Management
California
$282K -$20.1K -100 -7%
JFA
1758
Johanson Financial Advisors
California
$282K +$1.01K +5 +0.4%
AC
1759
Avestar Capital
New York
$282K +$274K +1,362 New
CFA
1760
CWS Financial Advisors
Michigan
$281K +$274K +1,360 New
MSE
1761
MUFG Securities EMEA
United Kingdom
$280K -$15.2M -75,280 -98%
LJHT
1762
Laurie J. Hall Trustee
$280K – – –
YWP
1763
YorkBridge Wealth Partners
New York
$280K – – –
CFCI
1764
Comprehensive Financial Consultants Institutional
Indiana
$279K +$301K +1,495 New
CFC
1765
Coyle Financial Counsel
Illinois
$277K – – –
GLLW
1766
Graves Light Lenhart Wealth
Virginia
$277K +$201 +1 +0.1%
WFA
1767
WestHill Financial Advisors
California
$277K +$1.41K +7 +0.5%
KM
1768
Kalos Management
Georgia
$277K +$2.62K +13 +1%
ZIG
1769
Zullo Investment Group
Pennsylvania
$277K +$269K +1,338 New
EA
1770
Eudaimonia Advisors
Tennessee
$277K +$270K +1,341 New
JE
1771
JMAC Enterprises
Pennsylvania
$277K +$277K +1,376 New
IAP
1772
Indie Asset Partners
Indiana
$276K +$20.5K +102 +8%
BW
1773
Bison Wealth
Georgia
$275K -$87K -432 -25%
WFI
1774
West Family Investments
California
$274K +$266K +1,323 New
CA
1775
Calton & Associates
Florida
$272K -$22.1K -110 -8%