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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1926
Mascoma Wealth Management
New Hampshire
$25K – – –
SIA
1927
SkyView Investment Advisors
New Jersey
$25K – – –
SC
1928
Steph & Co
Wisconsin
$25K – – –
PO
1929
Private Ocean
California
$23K -$365 -2 -1%
EC
1930
EdgeRock Capital
Colorado
$23K +$25.4K +139 New
CMA
1931
Cedar Mountain Advisors
Oregon
$22K – – –
MSFP
1932
Mark Sheptoff Financial Planning
Connecticut
$22K – – –
CC
1933
Corsicana & Co
Texas
$21K – – –
BAM
1934
Bellevue Asset Management
Washington
$21K +$3.65K +20 +20%
CAL
1935
Capital Advisors Ltd
Ohio
$21K +$5.48K +30 +30%
RAM
1936
Riggs Asset Management
Pennsylvania
$20K – – –
ACM
1937
Antonetti Capital Management
Florida
$19K – – –
ACK
1938
Andrew C. Karlinski
$16K – – –
SMG
1939
Spectrum Management Group
Indiana
$16K – – –
TH
1940
TCTC Holdings
Texas
$16K – – –
SC
1941
Schubert & Co
Texas
$16K +$2.01K +11 +13%
HIM
1942
Hillsdale Investment Management
Ontario, Canada
$16K +$18.3K +100 New
TLCM
1943
Twin Lakes Capital Management
California
$16K +$18.3K +100 New
CMP
1944
Coston McIsaac & Partners
Maine
$15K – – –
AFS
1945
Annapolis Financial Services
Maryland
$15K +$3.65K +20 +27%
MFT
1946
Moisand Fitzgerald Tamayo
Florida
$15K +$7.86K +43 +84%
GIS
1947
Grayhawk Investment Strategies
Alberta, Canada
$14K – – –
FCMT
1948
Founders Capital Management (Texas)
Texas
$13K – – –
KLWA
1949
Kelly Lawrence W & Associates
California
$13K – – –
OLVIG
1950
Oliver Lagore Vanvalin Investment Group
Michigan
$13K – – –