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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MWA
1926
Miller Wealth Advisors
Colorado
$223K
PR
1927
Payden & Rygel
California
$223K
RWA
1928
Redmont Wealth Advisors
Illinois
$223K
SAM
1929
S.A. Mason
Michigan
$223K
SG
1930
Somerset Group
Minnesota
$223K
CAM
1931
Concorde Asset Management
Michigan
$223K +$210 +1 +0.1%
CBFP
1932
Cedar Brook Financial Partners
Ohio
$223K +$210K +1,001 New
KCIA
1933
Kingsbury Capital Investment Advisors
Illinois
$223K +$210K +1,001 New
SAM
1934
Silphium Asset Management
United Kingdom
$223K +$210K +1,000 New
1832 Asset Management
1935
1832 Asset Management
Ontario, Canada
$222K -$35.4M -168,864 -99%
TCM
1936
Teza Capital Management
Illinois
$222K -$505K -2,409 -71%
MCM
1937
Mengis Capital Management
Oregon
$222K -$5.24K -25 -2%
EM
1938
Excalibur Management
Massachusetts
$222K
CC
1939
Callan Capital
California
$222K +$209K +995 New
CGPCS
1940
Capital Group Private Client Services
California
$222K +$209K +995 New
PFWA
1941
Paces Ferry Wealth Advisors
Georgia
$222K +$209K +996 New
BOS
1942
Bank of Stockton
California
$221K -$12.2K -58 -6%
FBT
1943
First Bankers Trust
Kentucky
$221K
GP
1944
Geneva Partners
Wisconsin
$221K
RPGK
1945
Retirement Planning Group (Kansas)
Kansas
$221K
LFA
1946
Legacy Financial Advisors
Kentucky
$219K +$2.31K +11 +1%
FP
1947
Financial Perspectives
Minnesota
$218K
C
1948
Covestor
United Kingdom
$218K +$121K +576 +143%
SSCA
1949
South Shore Capital Advisors
Massachusetts
$218K +$206K +980 New
CA
1950
Commerzbank Aktiengesellschaft
Germany
$217K +$204K +975 New