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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1926
TruWealth Advisors
Louisiana
$324K -$1.36K -5 -0.4%
WAM
1927
WNY Asset Management
New York
$324K +$17.9K +66 +6%
WCA
1928
Westover Capital Advisors
Delaware
$323K – – –
BBNA
1929
Bremer Bank National Association
Minnesota
$323K +$17.9K +66 +6%
SXL
1930
Summit X LLC
Missouri
$322K -$177K -653 -35%
DCM
1931
Dudley Capital Management
Virginia
$322K -$5.15K -19 -2%
KAM
1932
KEB Asset Management
Illinois
$322K – – –
MVA
1933
Mount Vernon Associates
Maryland
$321K – – –
AF
1934
Apexium Financial
Texas
$321K +$271 +1 +0.1%
JWM
1935
Jessup Wealth Management
Ohio
$321K +$1.36K +5 +0.4%
SAM
1936
Secure Asset Management
Michigan
$320K +$318K +1,174 New
RCG
1937
Regatta Capital Group
California
$320K – – –
ACM
1938
AUA Capital Management
Pennsylvania
$319K +$64.3K +237 +25%
APW
1939
Austin Private Wealth
Texas
$319K -$2.44K -9 -0.8%
LWM
1940
LJI Wealth Management
Indiana
$318K -$4.84M -17,846 -94%
RWPA
1941
Richard W. Paul & Associates
Michigan
$318K +$312K +1,151 +8,221%
EI
1942
EDMP Inc
Florida
$318K – – –
CAWM
1943
Capital Advisors Wealth Management
Washington
$317K – – –
D
1944
Dentgroup
Louisiana
$317K +$271 +1 +0.1%
MIFH
1945
Migdal Insurance & Financial Holdings
Israel
$317K +$315K +1,160 New
IAS
1946
Investment Advisory Services
Texas
$317K +$20.3K +75 +7%
EBA
1947
Eagle Bay Advisors
New York
$316K +$79.5K +293 +34%
WAM
1948
Winslow Asset Management
Ohio
$315K -$20.3K -75 -6%
HA
1949
Herold Advisors
New York
$314K -$27.1K -100 -8%
DWM
1950
Destination Wealth Management
California
$314K +$29K +107 +10%