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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BHPW
1426
Beverly Hills Private Wealth
California
$654K +$45.5K +204 +9%
VCP
1427
Verus Capital Partners
Arizona
$653K +$31K +139 +6%
NG
1428
Northstar Group
New York
$651K – – –
PWM
1429
Palumbo Wealth Management
New York
$650K -$815K -3,657 -58%
LC
1430
LCNB Corp
Ohio
$650K – – –
CC
1431
Courier Capital
New York
$648K -$263K -1,179 -31%
WP
1432
Westmount Partners
California
$648K -$892 -4 -0.2%
PAMG
1433
Patton Albertson Miller Group
Tennessee
$644K -$76.3K -342 -12%
WFAG
1434
Worth Financial Advisory Group
North Carolina
$643K -$233K -1,046 -29%
Arrowstreet Capital
1435
Arrowstreet Capital
Massachusetts
$640K -$2.27M -10,185 -80%
RFG
1436
Range Financial Group
Oregon
$638K -$1.56K -7 -0.3%
MBTD
1437
Mechanics Bank - Trust Department
California
$637K -$17.8K -80 -3%
BWA
1438
Bordeaux Wealth Advisors
California
$636K -$2.45K -11 -0.4%
WLIM
1439
White Lighthouse Investment Management
Massachusetts
$633K -$334K -1,500 -37%
BAM
1440
BOS Asset Management
Illinois
$631K +$11.1K +50 +2%
QPWM
1441
Quadrant Private Wealth Management
Pennsylvania
$630K +$33K +148 +6%
CF
1442
Centaurus Financial
California
$629K -$530K -2,379 -48%
HWA
1443
Heritage Wealth Advisors
Virginia
$629K – – –
ECM
1444
Evergreen Capital Management
Washington
$628K +$28.5K +128 +5%
FIM
1445
Freedom Investment Management
Connecticut
$628K +$569K +2,553 New
CAI
1446
Capital Advisors Inc
Oklahoma
$628K +$60.2K +270 +12%
BIM
1447
Bridges Investment Management
Nebraska
$627K -$669K -3,000 -54%
BWA
1448
BlueSky Wealth Advisors
North Carolina
$627K +$106K +477 +23%
BFA
1449
Bill Few Associates
Pennsylvania
$627K -$1.78K -8 -0.3%
WANY
1450
Wealthspire Advisors (New York)
New York
$625K -$10.7K -48 -2%