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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
1201
Lehman & Derafelo Financial Resources
Pennsylvania
$281K -$83K -700 -24%
SW
1202
SkyOak Wealth
Michigan
$280K -$84.7K -714 -24%
CPA
1203
Clear Perspective Advisors
Illinois
$280K +$262K +2,212 New
HR
1204
Hayden Royal
North Carolina
$279K +$14.1K +119 +6%
CCM
1205
Covington Capital Management
California
$278K – – –
TWM
1206
Tolleson Wealth Management
Texas
$278K – – –
CS
1207
Capital Square
Tennessee
$278K +$2.85K +24 +1%
1WA
1208
180 Wealth Advisors
Washington
$277K -$241K -2,036 -50%
FCFC
1209
First Citizens Financial Corp
Iowa
$277K +$6.88K +58 +3%
SFO
1210
Stokes Family Office
Louisiana
$275K -$304K -2,566 -54%
ZF
1211
Zhang Financial
Michigan
$275K -$23.7K -200 -8%
MGWM
1212
Marks Group Wealth Management
Minnesota
$275K +$258K +2,176 New
WIS
1213
Wright Investors Service
Connecticut
$274K -$357K -3,011 -58%
GAM
1214
Gould Asset Management
California
$273K +$256K +2,160 New
TFA
1215
Toth Financial Advisory
Virginia
$272K -$88.4K -746 -26%
CAM
1216
Carret Asset Management
New York
$272K – – –
FHB
1217
First Hawaiian Bank
Hawaii
$272K +$31.8K +268 +14%
W
1218
WealthStone
Ohio
$272K +$255K +2,148 New
Rafferty Asset Management
1219
Rafferty Asset Management
New York
$271K +$254K +2,141 New
FFA
1220
First Foundation Advisors
California
$269K -$56.4K -476 -18%
EAM
1221
Evanson Asset Management
California
$269K – – –
LCM
1222
LVM Capital Management
Michigan
$269K – – –
DC
1223
Derby & Company
Massachusetts
$269K +$253K +2,130 New
GIA
1224
GHP Investment Advisors
Colorado
$266K -$4.74K -40 -2%
IIM
1225
Ironwood Investment Management
Massachusetts
$266K – – –