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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CNWM
2576
Clay Northam Wealth Management
California
$270K – – –
JWM
2577
Jessup Wealth Management
Ohio
$269K +$231K +694 New
AIMA
2578
Ables Iannone Moore & Associates
Georgia
$269K +$1K +3 +0.4%
PPH
2579
Pure Portfolios Holdings
Oregon
$268K – – –
GFG
2580
Grantvest Financial Group
New Jersey
$268K -$33.3K -100 -13%
LGG
2581
Luts & Greenleigh Group
Maryland
$267K -$47.3K -142 -17%
CAC
2582
Certified Advisory Corp
Florida
$267K +$667 +2 +0.3%
PCFFS
2583
Pacific Center for Financial Services
California
$267K +$1K +3 +0.4%
ML
2584
Mayport LLC
Massachusetts
$267K -$11.7K -35 -5%
GD
2585
Grandfield & Dodd
New York
$267K +$229K +687 New
KOMWMG
2586
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$2K +6 +0.9%
GFL
2587
Granite FO LLC
New Hampshire
$266K – – –
SRC
2588
Shufro Rose & Co
New York
$265K – – –
PTB
2589
Pioneer Trust Bank
Oregon
$265K – – –
GI
2590
GAMCO Investors
Connecticut
$265K +$1.33K +4 +0.6%
BCI
2591
Blue Capital Inc
Nebraska
$264K +$227K +681 New
HFRG
2592
Houlihan Financial Resource Group
Virginia
$264K -$50K -150 -19%
PMA
2593
Prudent Man Advisors
Illinois
$264K – – –
GAM
2594
Gemmer Asset Management
California
$263K -$2K -6 -0.9%
A
2595
Argentarii
Ohio
$262K +$10K +30 +5%
TFP
2596
Tilia Fiduciary Partners
North Carolina
$261K – – –
CAM
2597
Claret Asset Management
Quebec, Canada
$261K -$1K -3 -0.4%
BSHC
2598
Breed's Hill Capital
Massachusetts
$261K – – –
BBI
2599
Baxter Bros Inc
Connecticut
$260K -$25K -75 -10%
TC
2600
Trust Company
Kansas
$260K +$50.7K +152 +29%