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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1901
Birchcreek Wealth Management
Ohio
$400K -$10.1K -39 -3%
GCA
1902
Greenwood Capital Associates
South Carolina
$400K +$351K +1,352 New
CWM
1903
CarsonAllaria Wealth Management
Illinois
$399K -$5.71K -22 -2%
EAM
1904
Evanson Asset Management
California
$399K -$30.1K -116 -8%
HA
1905
Herold Advisors
New York
$399K +$51.9K +200 +17%
OL
1906
OneFund LLC
Florida
$399K +$350K +1,350 New
MGAM
1907
McGowan Group Asset Management
Texas
$399K +$519 +2 +0.1%
ZB
1908
Zions Bancorporation
Utah
$399K -$234K -902 -40%
CFC
1909
Coyle Financial Counsel
Illinois
$398K +$1.82K +7 +0.5%
Financial Engines Advisors
1910
Financial Engines Advisors
California
$398K +$113K +434 +48%
SWM
1911
Sendero Wealth Management
Texas
$397K – – –
GXJ
1912
Global X Japan
Japan
$397K +$349K +1,344 New
SWM
1913
Seed Wealth Management
Illinois
$397K – – –
LFG
1914
Larson Financial Group
Missouri
$396K +$16.1K +62 +5%
VHAM
1915
Van Hulzen Asset Management
California
$396K -$2.08K -8 -0.6%
CA
1916
Cortland Associates
Missouri
$396K +$1.04K +4 +0.3%
AFA
1917
Arlington Financial Advisors
California
$395K +$347K +1,336 New
GLLW
1918
Graves Light Lenhart Wealth
Virginia
$394K +$259 +1 +0.1%
PFG
1919
Pinnacle Financial Group
Illinois
$394K -$18.2K -70 -5%
V
1920
VeraBank
Texas
$392K -$4.93K -19 -1%
LWM
1921
Liberty Wealth Management
California
$392K +$22.3K +86 +8%
IA
1922
Insight Advisors
Pennsylvania
$391K -$10.1K -39 -3%
RCA
1923
Resonant Capital Advisors
Wisconsin
$391K +$14.5K +56 +4%
ASBI
1924
American State Bank (Iowa)
Iowa
$391K – – –
SPL
1925
Smart Portfolios LLC
Washington
$391K +$315K +1,215 New