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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1926
Cranbrook Wealth Management
Michigan
$5K +$5.21K +25 New
GPA
1927
Guidance Point Advisors
Massachusetts
$5K +$5.62K +27 New
LWA
1928
Lenox Wealth Advisors
New York
$4K -$6.66K -32 -62%
CWA
1929
Clearview Wealth Advisors
Oregon
$4K -$6.25K -30 -60%
BMD
1930
Better Money Decisions
New Mexico
$4K – – –
CI
1931
Cordant Inc
Oregon
$4K +$3.96K +19 New
CAC
1932
Certified Advisory Corp
Florida
$3K +$2.92K +14 New
FNBOSM
1933
First National Bank of South Miami
Florida
$2K – – –
IRAG
1934
Investment Research & Advisory Group
Georgia
$2K – – –
PCTC
1935
Perkins Coie Trust Company
Washington
$2K – – –
RIM
1936
Rockbridge Investment Management
New York
$2K – – –
RTL
1937
Red Tortoise LLC
Georgia
$2K +$2.08K +10 New
LAS
1938
Lloyd Advisory Services
Georgia
$1K -$2.71K -13 -65%
TFA
1939
Transamerica Financial Advisors
Florida
$1K +$208 +1 +33%
PG
1940
Proffitt & Goodson
Tennessee
$1K +$1.46K +7 New
AIM
1941
Artemis Investment Management
United Kingdom
– -$75.8M -347,908 Closed
DFO
1942
Duquesne Family Office
New York
– -$34M -156,400 Closed
SCA
1943
Southpoint Capital Advisors
New York
– -$32.6M -150,000 Closed
TAM
1944
Telemark Asset Management
Massachusetts
– -$32.6M -150,000 Closed
Alyeska Investment Group
1945
Alyeska Investment Group
Illinois
– -$28.8M -132,470 Closed
PP
1946
Prudential plc
United Kingdom
– -$25.4M -116,850 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1947
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$22.1M -101,400 Closed
SAM
1948
Sandbar Asset Management
United Kingdom
– -$21M -96,302 Closed
Point72 Asset Management
1949
Point72 Asset Management
Connecticut
– -$20.6M -94,618 Closed
PP
1950
Paloma Partners
Connecticut
– -$19.8M -91,180 Closed