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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NSG
2176
Nalls Sherbakoff Group
Tennessee
$56.4K +$60.7K +251 New
CYG
2177
Clean Yield Group
Vermont
$56.1K – – –
PCA
2178
Providence Capital Advisors
North Carolina
$56.1K – – –
SWA
2179
SOA Wealth Advisors
New York
$54.4K -$23.7K -98 -29%
MFT
2180
Moisand Fitzgerald Tamayo
Florida
$54K +$24.2K +100 +74%
POIA
2181
Pin Oak Investment Advisors
Texas
$53K – – –
HCM
2182
Horrell Capital Management
Arkansas
$52K – – –
BCA
2183
Bray Capital Advisors
Florida
$50.4K – – –
JFA
2184
JNBA Financial Advisors
Minnesota
$50.1K -$24.2K -100 -31%
CH
2185
Canton Hathaway
Rhode Island
$50K – – –
IRC
2186
Investors Research Corp
Georgia
$47.8K – – –
APW
2187
Atlantic Private Wealth
North Carolina
$47.3K +$50K +207 New
TF
2188
TimeScale Financial
Massachusetts
$47.1K -$24.2K -100 -33%
FCG
2189
Financial Connections Group
California
$47K – – –
OLVIG
2190
Oliver Lagore Vanvalin Investment Group
Michigan
$47K – – –
QL
2191
Quarry LP
New York
$46.9K +$39.2K +162 +377%
BWM
2192
Baystate Wealth Management
Massachusetts
$46.6K +$967 +4 +2%
MDCM
2193
Morgan Dempsey Capital Management
Wisconsin
$45.8K – – –
PO
2194
Private Ocean
California
$44.7K +$11.1K +46 +31%
AFIA
2195
America First Investment Advisors
Nebraska
$43.9K +$46.4K +192 New
NECFA
2196
New England Capital Financial Advisors
Connecticut
$43.1K +$4.35K +18 +11%
KFP
2197
KB Financial Partners
New Jersey
$43K -$242 -1 -0.5%
FSWA
2198
Financial Synergies Wealth Advisors
Texas
$41.7K +$42.1K +174 +2,175%
WWM
2199
Wolff Wiese Magana
California
$41.6K -$1.69K -7 -4%
CCC
2200
Chelsea Counsel Company
California
$41.2K – – –