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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
2626
One Charles Private Wealth Services
Massachusetts
$465K +$2.78K +5 +0.6%
CF
2627
Cyr Financial
Illinois
$465K +$556 +1 +0.1%
VWM
2628
Vigilare Wealth Management
Arizona
$465K – – –
RIS
2629
Richmond Investment Services
Wisconsin
$464K +$20K +36 +5%
IRP
2630
Investment Research Partners
Pennsylvania
$464K +$52.2K +94 +13%
CA
2631
Crane Advisory
California
$464K -$50K -90 -11%
FFA
2632
Florida Financial Advisors
Florida
$463K +$74.5K +134 +20%
BSSFA
2633
Baron Silver Stevens Financial Advisors
Florida
$462K -$41.7K -75 -9%
CWMS
2634
Cannon Wealth Management Services
North Carolina
$460K -$556 -1 -0.1%
DWM
2635
DecisionMap Wealth Management
Virginia
$460K -$3.89K -7 -0.9%
SHGA
2636
Sand Hill Global Advisors
California
$458K +$31.1K +56 +8%
AFM
2637
Aspetuck Financial Management
Connecticut
$458K +$83.4K +150 +23%
MVA
2638
Mount Vernon Associates
Maryland
$458K +$27.8K +50 +7%
AGC
2639
Aspen Grove Capital
Colorado
$455K – – –
SSCA
2640
South Shore Capital Advisors
Massachusetts
$455K +$441K +794 New
MPM
2641
Meritage Portfolio Management
Kansas
$454K – – –
WCM
2642
Wedge Capital Management
North Carolina
$453K -$32.8K -59 -7%
JF
2643
JSF Financial
California
$452K -$45.6K -82 -9%
DI
2644
Disciplined Investments
Oklahoma
$451K +$556 +1 +0.1%
PI
2645
Pettee Investors
Connecticut
$449K – – –
MUMSS
2646
Mitsubishi UFJ Morgan Stanley Securities
Japan
$449K +$435K +783 New
SFG
2647
Seamount Financial Group
Colorado
$448K -$7.22K -13 -2%
TSS
2648
Taylor Securities Services
Pennsylvania
$448K +$435K +782 New
CTI
2649
Community Trust & Investment
Kentucky
$447K – – –
TBT
2650
Texas Bank & Trust
Texas
$446K +$10.6K +19 +3%