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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2351
Anchor Capital Advisors
Massachusetts
$358K – – –
LFGO
2352
Legacy Financial Group (Oklahoma)
Oklahoma
$357K -$70K -210 -19%
CCP
2353
Carmel Capital Partners
California
$356K -$40.3K -121 -12%
RMF
2354
Red Mountain Financial
Colorado
$356K +$43K +129 +16%
VCAM
2355
Van Cleef Asset Management
Ohio
$355K – – –
MAWA
2356
Moss Adams Wealth Advisors
Washington
$354K -$95K -285 -24%
SRCM
2357
Signature Resources Capital Management
California
$354K – – –
KCFA
2358
Key Client Fiduciary Advisors
New Jersey
$354K -$11K -33 -3%
WWG
2359
West Wealth Group
California
$353K +$56.7K +170 +26%
NCM
2360
Novare Capital Management
North Carolina
$353K – – –
A
2361
AlphaQuest
New York
$353K -$2.65M -7,950 -90%
HFS
2362
Heritage Financial Services
Massachusetts
$353K -$23.3K -70 -7%
UAG
2363
United Advisor Group
Ohio
$352K +$23.7K +71 +8%
SW
2364
SMART Wealth
Nebraska
$352K -$541K -1,623 -64%
BPW
2365
Bingham Private Wealth
California
$352K -$7.67K -23 -2%
CCA
2366
Catalyst Capital Advisors
New York
$352K +$127K +380 +72%
AFW
2367
Avantra Family Wealth
Pennsylvania
$351K – – –
CPW
2368
Crestmont Private Wealth
Texas
$351K +$1K +3 +0.3%
IWA
2369
Inspirion Wealth Advisors
Illinois
$351K -$16K -48 -5%
WAM
2370
Winslow Asset Management
Ohio
$351K -$3.33K -10 -1%
FVWA
2371
Foster Victor Wealth Advisors
South Carolina
$350K +$4K +12 +1%
HIA
2372
HTG Investment Advisors
Connecticut
$349K – – –
1IA
2373
1834 Investment Advisors
Wisconsin
$349K – – –
MKW
2374
Mullaney, Keating & Wright
Connecticut
$349K – – –
Cohen & Steers
2375
Cohen & Steers
New York
$349K +$76.7K +230 +34%