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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EBSAM
2526
Eubel Brady & Suttman Asset Management
Ohio
$337K +$427 +1 +0.1%
CWMGO
2527
Capstone Wealth Management Group (Oregon)
Oregon
$337K +$38K +89 +14%
OCM
2528
Orion Capital Management
California
$336K – – –
JFL
2529
Jarislowsky, Fraser Ltd
Quebec, Canada
$336K – – –
PWM
2530
Penobscot Wealth Management
Maine
$336K -$23.1K -54 -7%
SBWIC
2531
Schaper Benz & Wise Investment Counsel
Wisconsin
$336K -$55.9K -131 -16%
CPA
2532
Capital Performance Advisors
California
$336K +$301K +704 New
SWM
2533
SilverOak Wealth Management
Minnesota
$336K -$17.1K -40 -5%
Capstone Investment Advisors
2534
Capstone Investment Advisors
New York
$335K -$52M -121,874 -99%
CFO
2535
Capitol Family Office
Oregon
$334K +$427 +1 +0.1%
CWP
2536
Core Wealth Partners
California
$334K – – –
GRQ
2537
Gardner Russo & Quinn
Pennsylvania
$334K +$299K +700 New
FAFN
2538
First Affirmative Financial Network
Colorado
$334K +$299K +700 New
AWA
2539
Aletheian Wealth Advisors
Washington
$334K -$5.12K -12 -2%
1L
2540
10Elms LLP
Oklahoma
$334K – – –
SA
2541
Sylvest Advisors
Texas
$333K – – –
BCMLT
2542
Beacon Capital Management LLC (Tennessee)
Tennessee
$333K -$253K -593 -46%
BWFA
2543
Baltimore-Washington Financial Advisors
Maryland
$333K +$38.4K +90 +15%
ML
2544
Mayport LLC
Massachusetts
$333K +$4.27K +10 +1%
CCG
2545
Chatham Capital Group
Georgia
$332K – – –
JWM
2546
Jessup Wealth Management
Ohio
$331K – – –
EPM
2547
Elm Partners Management
Pennsylvania
$331K +$296K +693 New
GAM
2548
Gemmer Asset Management
California
$330K +$6.4K +15 +2%
FPB
2549
First PREMIER Bank
South Dakota
$330K -$29.9K -70 -9%
GAM
2550
GEM Asset Management
Michigan
$330K -$76.8K -180 -21%