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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1776
Bigelow Investment Advisors
Maine
$229K -$54.9K -265 -21%
MHR
1777
Matthew Hamilton Rosenberg
$229K +$60K +290 +41%
WAG
1778
Winthrop Advisory Group
Massachusetts
$228K -$41.2K -199 -17%
FP
1779
Financial Perspectives
Minnesota
$227K
NSB
1780
Norway Savings Bank
Maine
$227K -$36.2K -175 -15%
FMC
1781
Financial Management Concepts
Florida
$225K +$201K +971 New
FFWM
1782
Future Financial Wealth Management
Ohio
$224K +$200K +966 New
PWP
1783
Personal Wealth Partners
Minnesota
$223K +$199K +962 New
EFM
1784
E Fund Management
China
$222K +$198K +958 New
CCM
1785
Canal Capital Management
Virginia
$222K +$199K +959 New
OCM
1786
One Capital Management
California
$221K +$198K +957 New
FNBOO
1787
First National Bank of Omaha
Nebraska
$220K -$60.7K -293 -24%
SFO
1788
Standard Family Office
South Dakota
$220K
AFM
1789
Abbot Financial Management
Massachusetts
$220K +$197K +950 New
BOPW
1790
Brandywine Oak Private Wealth
Pennsylvania
$220K +$197K +950 New
RWP
1791
Ridgecrest Wealth Partners
California
$220K +$197K +950 New
MCP
1792
Mirador Capital Partners
California
$219K +$196K +946 New
SIM
1793
SSI Investment Management
California
$219K +$196K +947 New
MF
1794
Manchester Financial
California
$218K
BIP
1795
Blueprint Investment Partners
North Carolina
$218K +$195K +941 New
LWCFA
1796
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K -$171K -824 -47%
AWM
1797
Avior Wealth Management
Nebraska
$216K -$11.8K -57 -6%
Aristotle Capital Management
1798
Aristotle Capital Management
California
$216K +$193K +932 New
MGWM
1799
Marks Group Wealth Management
Minnesota
$215K -$202K -978 -51%
FC
1800
Fulcrum Capital
Washington
$215K +$192K +927 New