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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
901
Concentric Wealth Management
California
$297K +$290K +3,200 New
FWP
902
FAS Wealth Partners
Kansas
$297K +$290K +3,202 New
AMM
903
American Money Management
California
$295K -$60.4K -666 -17%
WAM
904
Winslow Asset Management
Ohio
$292K
ZF
905
Zhang Financial
Michigan
$291K -$199K -2,199 -42%
LPT
906
Legacy Private Trust
Wisconsin
$290K +$906 +10 +0.3%
CAM
907
Congress Asset Management
Massachusetts
$289K -$183K -2,017 -39%
OC
908
Oarsman Capital
Wisconsin
$288K -$161K -1,780 -36%
SIM
909
Sterling Investment Management
Arizona
$288K +$91 +1 +0%
WRM
910
Weybosset Research & Management
Rhode Island
$287K +$18.1K +200 +7%
MCWS
911
McKinley Carter Wealth Services
West Virginia
$286K
CCG
912
Cypress Capital Group
Florida
$286K +$43.6K +481 +18%
NPPM
913
North Point Portfolio Managers
Ohio
$285K
PAM
914
Private Asset Management
California
$285K +$9.06K +100 +3%
CCIA
915
Campbell & Co Investment Adviser
Maryland
$284K +$278K +3,067 New
SGAM
916
Steinberg Global Asset Management
Florida
$281K -$1.36K -15 -0.5%
FFA
917
First Foundation Advisors
California
$281K +$25.5K +281 +10%
BCB
918
Brian C. Broderick
$280K
D.E. Shaw & Co
919
D.E. Shaw & Co
New York
$279K -$1.73M -19,126 -86%
BC
920
Bartlett & Co
Ohio
$279K
SIA
921
Starfire Investment Advisers
Michigan
$278K
PCM
922
Pointe Capital Management
Michigan
$278K +$272K +3,000 New
ST
923
Sabal Trust
Florida
$278K -$1.36K -15 -0.5%
HA
924
Halsey Associates
Connecticut
$278K
DIS
925
Diversified Investment Strategies
Louisiana
$276K