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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1851
Sovran Advisors
California
$2.11M -$254K -289 -10%
AU
1852
Algebris (UK)
United Kingdom
$2.11M +$157K +179 +10%
CBA
1853
Coastal Bridge Advisors
Connecticut
$2.1M +$25.5K +29 +1%
CA
1854
Calton & Associates
Florida
$2.1M +$131K +149 +8%
WA
1855
Wealth Alliance
New York
$2.1M +$264K +301 +18%
CFG
1856
Copley Financial Group
California
$2.09M -$1.52M -1,732 -47%
WOSD
1857
WFA of San Diego
California
$2.09M +$34.3K +39 +2%
CPA
1858
Capital Performance Advisors
California
$2.09M +$611K +695 +31%
LFS
1859
Lighthouse Financial Services
California
$2.08M -$605K -689 -25%
OC
1860
Opinicus Capital
Florida
$2.08M -$30.7K -35 -2%
ZIG
1861
Zullo Investment Group
Pennsylvania
$2.07M -$5.27K -6 -0.3%
AWM
1862
Angeles Wealth Management
California
$2.07M +$149K +170 +10%
BCG
1863
Breakwater Capital Group
New Jersey
$2.07M +$41.3K +47 +2%
AAG
1864
Armstrong Advisory Group
Massachusetts
$2.07M -$102K -116 -6%
PMWMG
1865
Parr McKnight Wealth Management Group
Minnesota
$2.07M – – –
CA
1866
Capital Advantage
California
$2.07M -$297K -338 -15%
OW
1867
Olistico Wealth
Oklahoma
$2.07M – – –
CCFM
1868
Clear Creek Financial Management
Washington
$2.07M +$59.7K +68 +4%
WETS
1869
Wealth Enhancement Trust Services
South Dakota
$2.06M -$258K -294 -13%
AI
1870
Accredited Investors
Minnesota
$2.06M +$132K +150 +8%
SSA
1871
Shepherd Street Advisors
California
$2.06M -$72K -82 -4%
PA
1872
PSI Advisors
Florida
$2.06M +$215K +245 +15%
KFG
1873
Kingdom Financial Group
Arizona
$2.05M +$1.57M +1,792 +1,308%
TCA
1874
Transcend Capital Advisors
New Jersey
$2.05M +$152K +173 +10%
MPIA
1875
Mountain Pacific Investment Advisers
Idaho
$2.05M -$70.3K -80 -4%
73 74
75
76 77