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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1751
Abacus Wealth Partners
California
$584K +$3.47K +10 +0.6%
Loomis, Sayles & Company
1752
Loomis, Sayles & Company
Massachusetts
$583K +$1.04K +3 +0.2%
NG
1753
Norden Group
Utah
$582K -$29.5K -85 -5%
SIAP
1754
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$582K +$347 +1 +0.1%
RMAM
1755
Raab & Moskowitz Asset Management
New Jersey
$581K
RSVP
1756
Ramsay Stattman Vela & Price
Colorado
$581K -$53.7K -155 -8%
TVAMP
1757
Tennessee Valley Asset Management Partners
Tennessee
$581K +$32.2K +93 +6%
CCG
1758
Coastwise Capital Group
California
$581K +$10.7K +31 +2%
BFA
1759
Beaumont Financial Advisors
Massachusetts
$577K +$37.8K +109 +7%
SGI
1760
Summit Global Investments
Utah
$576K -$27K -78 -4%
LWM
1761
Lakeridge Wealth Management
Ohio
$576K +$5.55K +16 +0.9%
BWP
1762
BSW Wealth Partners
Colorado
$574K +$39.5K +114 +7%
OPPS
1763
Obsidian Personal Planning Solutions
Maryland
$573K
CCM
1764
Check Capital Management
California
$572K +$34.7K +100 +6%
SMWM
1765
Silvia McColl Wealth Management
California
$572K -$36.8K -106 -6%
SIS
1766
Sound Income Strategies
Florida
$571K -$64.1K -185 -10%
CA
1767
Crewe Advisors
Utah
$570K +$19.8K +57 +3%
FB
1768
Fulton Bank
Pennsylvania
$570K +$24.6K +71 +4%
HFBOT
1769
Home Federal Bank of Tennessee
Tennessee
$569K
CHA
1770
Cooper/Haims Advisors
New York
$568K +$36.1K +104 +6%
CC
1771
Corton Capital
Ontario, Canada
$568K +$591K +1,704 New
EWM
1772
Evermay Wealth Management
Virginia
$567K
PL
1773
Perpetual Ltd
Australia
$566K
TFA
1774
Trinity Financial Advisors
Ohio
$566K
OWA
1775
Opal Wealth Advisors
New York
$566K -$149K -430 -20%