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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DAC
2376
Dutch Asset Corp
New York
$1.14M +$128K +146 +16%
ACS
2377
Archford Capital Strategies
Illinois
$1.14M +$59.7K +68 +7%
SEP
2378
Southland Equity Partners
Missouri
$1.14M +$28.1K +32 +3%
CFSG
2379
Community Financial Services Group
Vermont
$1.14M +$677K +771 +206%
LT
2380
Legacy Trust
Michigan
$1.14M -$373K -425 -29%
OFA
2381
Onyx Financial Advisors
Idaho
$1.13M +$1.76K +2 +0.2%
SGFG
2382
Silver Grove Financial Group
New York
$1.13M -$81.7K -93 -8%
SW
2383
SkyOak Wealth
Michigan
$1.13M – – –
MFA
2384
Millington Financial Advisors
Illinois
$1.13M -$7.91K -9 -0.7%
XPN
2385
XY Planning Network
Montana
$1.13M -$171K -195 -16%
BCM
2386
Buckhead Capital Management
Georgia
$1.13M +$90.5K +103 +11%
KIM
2387
Kane Investment Management
California
$1.12M +$485K +552 +110%
MWA
2388
Miller Wealth Advisors
Colorado
$1.12M – – –
NBWM
2389
North Berkeley Wealth Management
California
$1.12M – – –
WAOI
2390
Wealth Advisors of Iowa
Iowa
$1.12M – – –
BCP
2391
Blackhawk Capital Partners
Wisconsin
$1.12M -$634K -722 -41%
CMP
2392
Christine Messmer PC
Pennsylvania
$1.12M -$72.9K -83 -7%
BOSSRA
2393
B.O.S.S. Retirement Advisors
Utah
$1.12M -$42.2K -48 -4%
MJP
2394
Michael J. Puzo
$1.12M -$65.9K -75 -7%
MJRIC
2395
Mogy Joel R Investment Counsel
California
$1.12M – – –
AA
2396
Alesco Advisors
New York
$1.12M -$57.1K -65 -6%
NWM
2397
Navigate Wealth Management
Alabama
$1.11M +$1.11M +1,266 New
CWA
2398
Crusonia Wealth Advisors
Colorado
$1.11M +$293K +333 +47%
IF
2399
Intrua Financial
Texas
$1.11M +$88.7K +101 +11%
CCG
2400
Coastwise Capital Group
California
$1.11M -$57.1K -65 -6%