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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2326
GW&K Investment Management
Massachusetts
$53K +$3.53K +13 +7%
AFIA
2327
America First Investment Advisors
Nebraska
$52.4K – – –
NECFA
2328
New England Capital Financial Advisors
Connecticut
$51.5K – – –
WWM
2329
Wolff Wiese Magana
California
$49.7K – – –
WAM
2330
WFA Asset Management
Wisconsin
$47K +$2.71K +10 +6%
CWM
2331
Compass Wealth Management
Connecticut
$45K – – –
CAL
2332
Capital Advisors Ltd
Ohio
$45K – – –
HFS
2333
HBC Financial Services
Washington
$45K +$271 +1 +0.6%
GWSA
2334
Global Wealth Strategies & Associates
Colorado
$44.8K +$18.2K +67 +69%
HH
2335
HWG Holdings
Texas
$44.2K – – –
VF
2336
VitalStone Financial
Texas
$44K – – –
MIA
2337
Milestone Investment Advisors
Wisconsin
$43.7K +$43.4K +160 New
LF
2338
Lee Financial
Texas
$42.3K – – –
MWM
2339
Mascoma Wealth Management
New Hampshire
$42.3K – – –
RA
2340
Rational Advisors
New York
$42.3K +$42K +155 New
PO
2341
Private Ocean
California
$42K -$141K -518 -77%
VC
2342
Vestor Capital
Illinois
$42K +$41.8K +154 New
AWM
2343
Abound Wealth Management
Tennessee
$41.4K -$4.61K -17 -10%
HC
2344
Hoese & Co
Minnesota
$41K – – –
FPF
2345
First Pacific Financial
Washington
$40.7K – – –
AWA
2346
Authentikos Wealth Advisory
California
$40.7K +$40.4K +149 New
IAS
2347
IMA Advisory Services
Colorado
$39.6K – – –
WFA
2348
West Financial Advisors
Iowa
$37.9K +$9.77K +36 +35%
MFT
2349
Moisand Fitzgerald Tamayo
Florida
$37.1K – – –
SR
2350
Syntax Research
Florida
$36.9K +$36.6K +135 New
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94
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