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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
STB
1776
S&T Bank
Pennsylvania
$231K +$207K +999 New
BIA
1777
Bigelow Investment Advisors
Maine
$229K -$54.9K -265 -21%
MHR
1778
Matthew Hamilton Rosenberg
$229K +$60K +290 +41%
WAG
1779
Winthrop Advisory Group
Massachusetts
$228K -$41.2K -199 -17%
FP
1780
Financial Perspectives
Minnesota
$227K – – –
NSB
1781
Norway Savings Bank
Maine
$227K -$36.2K -175 -15%
FMC
1782
Financial Management Concepts
Florida
$225K +$201K +971 New
FFWM
1783
Future Financial Wealth Management
Ohio
$224K +$200K +966 New
PWP
1784
Personal Wealth Partners
Minnesota
$223K +$199K +962 New
EFM
1785
E Fund Management
China
$222K +$198K +958 New
CCM
1786
Canal Capital Management
Virginia
$222K +$199K +959 New
OCM
1787
One Capital Management
California
$221K +$198K +957 New
FNBOO
1788
First National Bank of Omaha
Nebraska
$220K -$60.7K -293 -24%
SFO
1789
Standard Family Office
South Dakota
$220K – – –
AFM
1790
Abbot Financial Management
Massachusetts
$220K +$197K +950 New
BOPW
1791
Brandywine Oak Private Wealth
Pennsylvania
$220K +$197K +950 New
RWP
1792
Ridgecrest Wealth Partners
California
$220K +$197K +950 New
MCP
1793
Mirador Capital Partners
California
$219K +$196K +946 New
SIM
1794
SSI Investment Management
California
$219K +$196K +947 New
MF
1795
Manchester Financial
California
$218K – – –
BIP
1796
Blueprint Investment Partners
North Carolina
$218K +$195K +941 New
LWCFA
1797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K -$171K -824 -47%
AWM
1798
Avior Wealth Management
Nebraska
$216K -$11.8K -57 -6%
Aristotle Capital Management
1799
Aristotle Capital Management
California
$216K +$193K +932 New
MGWM
1800
Marks Group Wealth Management
Minnesota
$215K -$202K -978 -51%