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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2251
Abound Wealth Management
Tennessee
$41.4K +$5.35K +24 +17%
CAL
2252
Capital Advisors Ltd
Ohio
$41K -$223 -1 -0.6%
AA
2253
AlphaMark Advisors
Kentucky
$41K – – –
VF
2254
VitalStone Financial
Texas
$41K +$37K +166 +1,038%
CWM
2255
Compass Wealth Management
Connecticut
$40.6K – – –
WAM
2256
WFA Asset Management
Wisconsin
$39.9K – – –
HH
2257
HWG Holdings
Texas
$39.9K +$31.2K +140 +636%
LF
2258
Lee Financial
Texas
$38.1K – – –
SIA
2259
SkyView Investment Advisors
New Jersey
$37K – – –
HC
2260
Hoese & Co
Minnesota
$36.9K – – –
FPF
2261
First Pacific Financial
Washington
$36.7K +$33.2K +149 New
IAS
2262
IMA Advisory Services
Colorado
$35.7K +$32.3K +145 New
MFT
2263
Moisand Fitzgerald Tamayo
Florida
$33.5K -$22.3K -100 -42%
MSE
2264
MUFG Securities EMEA
United Kingdom
$33.2K +$15.8K +71 +111%
KFP
2265
KB Financial Partners
New Jersey
$33K -$11.8K -53 -28%
AP
2266
Arlington Partners
Alabama
$32.7K -$68.7K -308 -70%
MSFP
2267
Mark Sheptoff Financial Planning
Connecticut
$32.5K – – –
CB
2268
Centennial Bank
Arkansas
$32.2K – – –
CFS
2269
CGC Financial Services
Oregon
$31K +$28.1K +126 New
FCMT
2270
Founders Capital Management (Texas)
Texas
$30.8K +$3.12K +14 +13%
BAM
2271
Bellevue Asset Management
Washington
$30.6K +$223 +1 +0.8%
RFA
2272
Resurgent Financial Advisors
Georgia
$30.3K -$2.68K -12 -9%
RAM
2273
Riggs Asset Management
Pennsylvania
$30K – – –
FCAG
2274
First Capital Advisors Group
New Jersey
$29.8K +$27K +121 New
Kayne Anderson Rudnick Investment Management
2275
Kayne Anderson Rudnick Investment Management
California
$29.5K +$2.68K +12 +11%