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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1751
PBMares Wealth Management
Virginia
$587K -$347 -1 -0.1%
ZIG
1752
Zullo Investment Group
Pennsylvania
$584K -$50.3K -145 -8%
AWP
1753
Abacus Wealth Partners
California
$584K +$3.47K +10 +0.6%
Loomis, Sayles & Company
1754
Loomis, Sayles & Company
Massachusetts
$583K +$1.04K +3 +0.2%
NG
1755
Norden Group
Utah
$582K -$29.5K -85 -5%
SIAP
1756
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$582K +$347 +1 +0.1%
RMAM
1757
Raab & Moskowitz Asset Management
New Jersey
$581K – – –
RSVP
1758
Ramsay Stattman Vela & Price
Colorado
$581K -$53.7K -155 -8%
TVAMP
1759
Tennessee Valley Asset Management Partners
Tennessee
$581K +$32.2K +93 +6%
CCG
1760
Coastwise Capital Group
California
$581K +$10.7K +31 +2%
BFA
1761
Beaumont Financial Advisors
Massachusetts
$577K +$37.8K +109 +7%
SGI
1762
Summit Global Investments
Utah
$576K -$27K -78 -4%
LWM
1763
Lakeridge Wealth Management
Ohio
$576K +$5.55K +16 +0.9%
BWP
1764
BSW Wealth Partners
Colorado
$574K +$39.5K +114 +7%
OPPS
1765
Obsidian Personal Planning Solutions
Maryland
$573K – – –
CCM
1766
Check Capital Management
California
$572K +$34.7K +100 +6%
SMWM
1767
Silvia McColl Wealth Management
California
$572K -$36.8K -106 -6%
SIS
1768
Sound Income Strategies
Florida
$571K -$64.1K -185 -10%
CA
1769
Crewe Advisors
Utah
$570K +$19.8K +57 +3%
FB
1770
Fulton Bank
Pennsylvania
$570K +$24.6K +71 +4%
HFBOT
1771
Home Federal Bank of Tennessee
Tennessee
$569K – – –
CHA
1772
Cooper/Haims Advisors
New York
$568K +$36.1K +104 +6%
CC
1773
Corton Capital
Ontario, Canada
$568K +$591K +1,704 New
EWM
1774
Evermay Wealth Management
Virginia
$567K – – –
PL
1775
Perpetual Ltd
Australia
$566K – – –