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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIC
2151
ZWJ Investment Counsel
Georgia
$1.48M +$6.15K +7 +0.5%
SM
2152
Sweeney & Michel
California
$1.48M +$878 +1 +0.1%
PS
2153
Planned Solutions
California
$1.47M +$20.2K +23 +2%
FPF
2154
First Pacific Financial
Washington
$1.47M +$22.8K +26 +2%
PBF
2155
Petix & Botte Financial
California
$1.47M +$605K +689 +100%
FC
2156
FCA Corp
Texas
$1.46M – – –
WFA
2157
WJ Financial Advisors
Connecticut
$1.46M -$17.6K -20 -1%
WAM
2158
Worth Asset Management
Texas
$1.46M -$1.55M -1,765 -56%
PL
2159
PeakShares LLC
Florida
$1.45M +$1.2M +1,365 New
FFG
2160
Frisch Financial Group
New York
$1.45M -$200K -228 -14%
CHWM
2161
Cauble & Harre Wealth Management
Missouri
$1.45M -$43.9K -50 -4%
DJYG
2162
David J. Yvars Group
Florida
$1.45M -$14.1K -16 -1%
JWM
2163
Jeppson Wealth Management
California
$1.45M -$123K -140 -9%
TSMHT
2164
Thurston Springer Miller Herd & Titak
Indiana
$1.45M -$68.5K -78 -5%
WFAG
2165
Wescott Financial Advisory Group
Pennsylvania
$1.45M +$6.15K +7 +0.5%
WDA
2166
Wendell David Associates
New Hampshire
$1.45M – – –
API
2167
Asset Planning Inc
California
$1.45M +$107K +122 +10%
CL
2168
CPWA LLC
Oregon
$1.44M +$878 +1 +0.1%
PP
2169
Pacifica Partners
Canada
$1.44M -$280K -319 -18%
RFG
2170
Range Financial Group
Oregon
$1.44M -$85.2K -97 -7%
CFAM
2171
Center For Asset Management
Florida
$1.44M +$7.91K +9 +0.7%
QWM
2172
Quadcap Wealth Management
Texas
$1.44M +$72K +82 +6%
TW
2173
Traveka Wealth
California
$1.44M +$5.27K +6 +0.4%
TSS
2174
Thomas Story & Son
Indiana
$1.44M – – –
SCA
2175
Sandy Cove Advisors
Massachusetts
$1.44M +$46.6K +53 +4%
85 86
87
88 89