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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CC
1726
Constitution Capital
Connecticut
$1.33M +$55.6K +100 +4%
CTA
1727
Chesley Taft & Associates
Illinois
$1.33M +$694K +1,249 +116%
PHIC
1728
Pine Haven Investment Counsel
Massachusetts
$1.33M -$23.9K -43 -2%
CA
1729
Calton & Associates
Florida
$1.32M +$63.9K +115 +5%
OWP
1730
ORG Wealth Partners
Texas
$1.32M -$193K -347 -13%
MJP
1731
Michael J. Puzo
$1.32M – – –
KF
1732
KKM Financial
Illinois
$1.32M -$69.5K -125 -5%
LWP
1733
LFG Wealth Partners
Kentucky
$1.31M +$1.27M +2,293 New
SM
1734
Sweeney & Michel
California
$1.31M +$29.5K +53 +3%
LOWM
1735
Laurel Oak Wealth Management
New Jersey
$1.31M +$1.27M +2,284 New
RPGK
1736
Retirement Planning Group (Kansas)
Kansas
$1.31M +$36.7K +66 +3%
CFA
1737
Cahill Financial Advisors
Minnesota
$1.31M -$60.6K -109 -5%
CA
1738
Capital Advantage
California
$1.31M +$6.67K +12 +0.5%
ACGA
1739
Atlanta Consulting Group Advisors
Georgia
$1.31M – – –
GIA
1740
GHP Investment Advisors
Colorado
$1.3M -$5.56K -10 -0.4%
Perfromance Wealth Partners
1741
Perfromance Wealth Partners
Illinois
$1.3M -$735K -1,322 -37%
SageView Advisory Group
1742
SageView Advisory Group
California
$1.3M +$150K +269 +13%
GB
1743
Goepper Burkhardt
South Carolina
$1.3M – – –
PWA
1744
Primoris Wealth Advisors
Florida
$1.3M +$1.26M +2,266 New
BHPW
1745
Beverly Hills Private Wealth
California
$1.3M -$4.45K -8 -0.4%
IA
1746
Intellus Advisors
Florida
$1.3M +$565K +1,016 +81%
KAS
1747
KPP Advisory Services
Kentucky
$1.3M -$14.5K -26 -1%
BOJHT
1748
Bank of Jackson Hole Trust
Wyoming
$1.29M +$23.3K +42 +2%
TCP
1749
TMB Capital Partners
Arkansas
$1.29M +$1.25M +2,258 New
LOAMU
1750
Lombard Odier Asset Management (USA)
New York
$1.29M +$1.25M +2,250 New