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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MJRIC
2151
Mogy Joel R Investment Counsel
California
$435K -$40.3K -104 -8%
HCM
2152
Hollencrest Capital Management
California
$435K -$1.55K -4 -0.3%
IIC
2153
Integrated Investment Consultants
Michigan
$435K -$6.59M -16,988 -93%
GHAM
2154
Gilman Hill Asset Management
Connecticut
$435K – – –
DIA
2155
Davidson Investment Advisors
Montana
$434K -$28.3K -73 -6%
VIS
2156
Vega Investment Solutions
France
$434K +$464K +1,197 New
WFC
2157
Western Financial Corp
California
$433K +$71.4K +184 +18%
BWM
2158
Baron Wealth Management
Michigan
$433K +$27.9K +72 +6%
FOA
2159
Five Oceans Advisors
California
$433K +$3.88K +10 +0.8%
SWP
2160
Strategic Wealth Partners
Ohio
$433K -$11.2K -29 -2%
TCOK
2161
Trust Company of Kansas
Kansas
$430K -$5.82K -15 -1%
AFM
2162
Armstrong Fleming & Moore
District of Columbia
$429K +$388 +1 +0.1%
RF
2163
Rossby Financial
Florida
$429K +$459K +1,183 New
LWANC
2164
Laurel Wealth Advisors (North Carolina)
North Carolina
$429K -$19.4K -50 -4%
Legacy Financial Group (Iowa)
2165
Legacy Financial Group (Iowa)
Iowa
$429K +$458K +1,182 New
SPI
2166
Sutton Place Investors
New York
$428K +$8.92K +23 +2%
MWP
2167
Meredith Wealth Planning
Illinois
$428K – – –
KAM
2168
KEB Asset Management
Illinois
$428K – – –
UAG
2169
United Advisor Group
Ohio
$427K +$88.4K +228 +24%
HIM
2170
Hanlon Investment Management
New Jersey
$425K -$35.3K -91 -7%
ACM
2171
AUA Capital Management
Pennsylvania
$425K – – –
SFB
2172
STAR Financial Bank
Indiana
$424K -$83.4K -215 -16%
ACS
2173
Archford Capital Strategies
Illinois
$424K +$3.1K +8 +0.7%
GI
2174
Gradient Investments
Minnesota
$424K -$67.5K -174 -13%
MSWM
2175
Mowery & Schoenfeld Wealth Management
Illinois
$423K +$452K +1,166 +116,600%