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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SMA
1776
Sage Mountain Advisors
Georgia
$327K +$83.2K +344 +32%
CW
1777
Connectus Wealth
Ohio
$327K +$344K +1,424 New
IIC
1778
Integrated Investment Consultants
Michigan
$326K -$44.7K -185 -11%
PCS
1779
Personal CFO Solutions
New Jersey
$326K -$37K -153 -10%
NWM
1780
Northcape Wealth Management
New York
$325K +$344K +1,422 New
WC
1781
Weil Company
California
$325K +$344K +1,422 New
AWP
1782
Abacus Wealth Partners
California
$325K +$23.2K +96 +7%
BIA
1783
Bigelow Investment Advisors
Maine
$325K -$967 -4 -0.3%
OAM
1784
Occidental Asset Management
California
$325K -$12.1K -50 -3%
MC
1785
Machina Capital
France
$324K +$342K +1,416 New
CWM
1786
CarsonAllaria Wealth Management
Illinois
$324K +$1.21K +5 +0.4%
AC
1787
Avestar Capital
New York
$324K -$29K -120 -8%
LWM
1788
Laidlaw Wealth Management
New York
$323K -$15.7K -65 -4%
AL
1789
ACAS LLC
California
$323K
LNB
1790
Ledyard National Bank
$323K -$27.8K -115 -8%
WFA
1791
WestHill Financial Advisors
California
$323K -$96.7K -400 -22%
VanEck Associates
1792
VanEck Associates
New York
$322K +$29K +120 +9%
WP
1793
WealthShield Partners
North Carolina
$322K +$18.4K +76 +6%
PFG
1794
Prosperity Financial Group
California
$321K +$3.38K +14 +1%
FNC
1795
First National Corp
Massachusetts
$320K
AA
1796
Alta Advisers
United Kingdom
$320K
IIM
1797
Ironwood Investment Management
Massachusetts
$320K
NJBEST
1798
New Jersey Better Educational Savings Trust
New Jersey
$320K
WSCM
1799
Wellington Shields Capital Management
New York
$320K
GKWIM
1800
Gerber Kawasaki Wealth & Investment Management
California
$320K +$2.18K +9 +0.6%