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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GTS Securities
1726
GTS Securities
Florida
$649K -$1.05M -3,290 -65%
PP
1727
Pacifica Partners
Canada
$648K -$6.39K -20 -1%
Boston Financial Management
1728
Boston Financial Management
Massachusetts
$648K – – –
PWM
1729
PBMares Wealth Management
Virginia
$646K +$16.6K +52 +3%
KBFS
1730
Kohmann Bosshard Financial Services
Ohio
$646K +$59.8K +187 +12%
HWM
1731
Hohimer Wealth Management
Washington
$644K +$32K +100 +6%
RDWM
1732
Red Door Wealth Management
Tennessee
$642K -$10.5K -33 -2%
Loomis, Sayles & Company
1733
Loomis, Sayles & Company
Massachusetts
$640K -$47.3K -148 -8%
SIAP
1734
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$640K -$31.6K -99 -5%
NCFG
1735
New Century Financial Group
New Jersey
$640K +$3.52K +11 +0.6%
RMAM
1736
Raab & Moskowitz Asset Management
New Jersey
$640K +$10.9K +34 +2%
AWP
1737
Abacus Wealth Partners
California
$638K +$104K +326 +23%
BCG
1738
Breakwater Capital Group
New Jersey
$638K – – –
THWM
1739
Taylor Hoffman Wealth Management
Virginia
$629K -$9.91K -31 -2%
MIS
1740
Morningstar Investment Services
Illinois
$628K -$227K -709 -29%
LWM
1741
Lakeridge Wealth Management
Ohio
$628K -$104K -326 -16%
CCG
1742
Coastwise Capital Group
California
$627K -$1.6K -5 -0.3%
COCM
1743
Charter Oak Capital Management
New Hampshire
$627K +$51.5K +161 +10%
HFBOT
1744
Home Federal Bank of Tennessee
Tennessee
$626K -$32K -100 -6%
PFG
1745
Prosperity Financial Group
California
$624K +$40K +125 +8%
EWM
1746
Evermay Wealth Management
Virginia
$624K -$9.59K -30 -2%
TSS
1747
Thomas Story & Son
Indiana
$623K – – –
EFI
1748
EHP Funds Inc
Canada
$623K -$384K -1,200 -41%
TFA
1749
Trinity Financial Advisors
Ohio
$623K – – –
YIA
1750
YHB Investment Advisors
Connecticut
$621K +$639 +2 +0.1%