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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
1726
N.E.W. Advisory Services
Wisconsin
$320K -$170K -811 -37%
LAM
1727
L2 Asset Management
Massachusetts
$320K +$301K +1,435 New
MAM
1728
Marotta Asset Management
Virginia
$319K +$10.7K +51 +4%
ZIG
1729
Zullo Investment Group
Pennsylvania
$319K +$19.5K +93 +7%
APW
1730
Acima Private Wealth
Virginia
$317K
OPTFSNA
1731
Old Point Trust & Financial Services N A
Virginia
$316K
TA
1732
TFG Advisers
Michigan
$315K +$31.7K +151 +12%
CC
1733
Cadinha & Co
Hawaii
$314K -$13.6K -65 -4%
AL
1734
ACAS LLC
California
$314K
AMC
1735
Asset Management Corp
Illinois
$314K +$296K +1,410 New
FNC
1736
First National Corp
Massachusetts
$313K -$419 -2 -0.1%
EFSCE
1737
Enterprise Financial Services Corp (EFSC)
Missouri
$313K +$4.61K +22 +2%
MS
1738
Mizuho Securities
Japan
$313K +$189K +901 +178%
MPW
1739
Monterey Private Wealth
California
$313K +$294K +1,404 New
WSCM
1740
Wellington Shields Capital Management
New York
$312K -$954K -4,550 -76%
NJBEST
1741
New Jersey Better Educational Savings Trust
New Jersey
$312K
JE
1742
JMAC Enterprises
Pennsylvania
$311K +$3.77K +18 +1%
FFG
1743
Frisch Financial Group
New York
$310K -$839 -4 -0.3%
PFSC
1744
Peoples Financial Services Corp
Pennsylvania
$310K +$150K +714 +106%
EA
1745
Echo45 Advisors
California
$309K -$24.1K -115 -8%
ESBC
1746
E.S. Barr & Co
Kentucky
$309K -$10.5K -50 -3%
1IA
1747
1834 Investment Advisors
Wisconsin
$309K
CA
1748
Cortland Associates
Missouri
$309K
BF
1749
Blankinship & Foster
California
$307K
Cohen & Steers
1750
Cohen & Steers
New York
$307K