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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BFM
1726
Boston Financial Management
Massachusetts
$648K
PWM
1727
PBMares Wealth Management
Virginia
$646K +$16.6K +52 +3%
KBFS
1728
Kohmann Bosshard Financial Services
Ohio
$646K +$59.8K +187 +12%
HWM
1729
Hohimer Wealth Management
Washington
$644K +$32K +100 +6%
RDWM
1730
Red Door Wealth Management
Tennessee
$642K -$10.5K -33 -2%
Loomis, Sayles & Company
1731
Loomis, Sayles & Company
Massachusetts
$640K -$47.3K -148 -8%
SIAP
1732
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$640K -$31.6K -99 -5%
NCFG
1733
New Century Financial Group
New Jersey
$640K +$3.52K +11 +0.6%
RMAM
1734
Raab & Moskowitz Asset Management
New Jersey
$640K +$10.9K +34 +2%
AWP
1735
Abacus Wealth Partners
California
$638K +$104K +326 +23%
BCG
1736
Breakwater Capital Group
New Jersey
$638K
THWM
1737
Taylor Hoffman Wealth Management
Virginia
$629K -$9.91K -31 -2%
MIS
1738
Morningstar Investment Services
Illinois
$628K -$227K -709 -29%
LWM
1739
Lakeridge Wealth Management
Ohio
$628K -$104K -326 -16%
CCG
1740
Coastwise Capital Group
California
$627K -$1.6K -5 -0.3%
COCM
1741
Charter Oak Capital Management
New Hampshire
$627K +$51.5K +161 +10%
HFBOT
1742
Home Federal Bank of Tennessee
Tennessee
$626K -$32K -100 -6%
PFG
1743
Prosperity Financial Group
California
$624K +$40K +125 +8%
EWM
1744
Evermay Wealth Management
Virginia
$624K -$9.59K -30 -2%
TSS
1745
Thomas Story & Son
Indiana
$623K
EFI
1746
EHP Funds Inc
Canada
$623K -$384K -1,200 -41%
TFA
1747
Trinity Financial Advisors
Ohio
$623K
YIA
1748
YHB Investment Advisors
Connecticut
$621K +$639 +2 +0.1%
ARG
1749
Advisory Resource Group
Oklahoma
$619K -$16K -50 -3%
HW
1750
Hamilton Wealth
California
$618K +$539K +1,686 New