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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
2201
Loomis, Sayles & Company
Massachusetts
$41K +$25.1K +104 +142%
MWC
2202
MBM Wealth Consultants
Missouri
$40K – – –
CAL
2203
Capital Advisors Ltd
Ohio
$38K +$5.8K +24 +17%
AA
2204
AlphaMark Advisors
Kentucky
$38K +$15.7K +65 +65%
CWM
2205
Compass Wealth Management
Connecticut
$37.8K – – –
KHC
2206
Koesten Hirschmann & Crabtree
Kansas
$37.1K +$484 +2 +1%
WAM
2207
WFA Asset Management
Wisconsin
$37.1K +$39.2K +162 New
HFS
2208
HBC Financial Services
Washington
$37K +$242 +1 +0.6%
MIA
2209
Milestone Investment Advisors
Wisconsin
$36.6K +$38.7K +160 New
PCM
2210
Pointe Capital Management
Michigan
$36.6K +$38.7K +160 New
HC
2211
Hoese & Co
Minnesota
$35.9K – – –
LF
2212
Lee Financial
Texas
$35.5K -$725 -3 -2%
SIA
2213
SkyView Investment Advisors
New Jersey
$35K – – –
MS
2214
Mizuho Securities
Japan
$34.3K +$33.8K +140 +1,400%
MWM
2215
Mascoma Wealth Management
New Hampshire
$33.9K – – –
AWM
2216
Abound Wealth Management
Tennessee
$33K +$20.1K +83 +136%
RI
2217
Ridgewood Investments
New Jersey
$31.6K +$33.4K +138 New
TFM
2218
TFC Financial Management
Massachusetts
$31.4K +$27.3K +113 +471%
RFA
2219
Resurgent Financial Advisors
Georgia
$30.9K -$369K -1,525 -92%
MSFP
2220
Mark Sheptoff Financial Planning
Connecticut
$30.2K – – –
CB
2221
Centennial Bank
Arkansas
$30K – – –
BAM
2222
Bellevue Asset Management
Washington
$28.4K – – –
RAM
2223
Riggs Asset Management
Pennsylvania
$27.9K – – –
M
2224
MOTCO
Texas
$27.5K – – –
IHWM
2225
Iron Horse Wealth Management
Iowa
$26.5K – – –