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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
2551
Tilia Fiduciary Partners
North Carolina
$258K – – –
ST
2552
Sageworth Trust
Pennsylvania
$258K – – –
LA
2553
Lynch & Associates
Indiana
$258K +$776 +2 +0.3%
MCM
2554
Maple Capital Management
Vermont
$257K -$17.1K -44 -6%
CWL
2555
Causey Wealth LLC
Colorado
$257K +$275K +709 New
GP
2556
Geneva Partners
Wisconsin
$256K – – –
OWM
2557
Orgel Wealth Management
Wisconsin
$256K – – –
EBSAM
2558
Eubel Brady & Suttman Asset Management
Ohio
$256K +$388 +1 +0.1%
JFL
2559
Jarislowsky, Fraser Ltd
Quebec, Canada
$256K – – –
AF
2560
Alerus Financial
North Dakota
$255K -$2.33K -6 -0.8%
TPA
2561
Trivium Point Advisory
Connecticut
$255K +$273K +703 New
RYIA
2562
Roehl & Yi Investment Advisors
Oregon
$255K +$273K +703 New
KA
2563
Klingman & Associates
New York
$255K +$11.6K +30 +4%
SFC
2564
Strategic Financial Concepts
Texas
$255K +$29.5K +76 +12%
FFA
2565
Florida Financial Advisors
Florida
$254K +$43.8K +113 +19%
BCG
2566
Bravias Capital Group
New Jersey
$254K +$265K +684 New
Two Sigma Advisers
2567
Two Sigma Advisers
New York
$254K -$38.8K -100 -13%
CWP
2568
Core Wealth Partners
California
$254K – – –
KIA
2569
Knollwood Investment Advisory
Maryland
$254K – – –
MWM
2570
Meritas Wealth Management
California
$254K – – –
SRC
2571
Stone Run Capital
New York
$254K – – –
IP
2572
Integras Partners
Georgia
$254K +$271K +700 New
PFWA
2573
Paces Ferry Wealth Advisors
Georgia
$254K -$8.14K -21 -3%
SA
2574
Sylvest Advisors
Texas
$253K +$271K +698 New
CAM
2575
Claret Asset Management
Quebec, Canada
$253K +$1.55K +4 +0.6%