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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
1776
Bank of Stockton
California
$712K +$140K +361 +23%
FIM
1777
Fernwood Investment Management
Massachusetts
$710K – – –
BFA
1778
Beacon Financial Advisory
Ohio
$710K +$7.76K +20 +1%
BWA
1779
BlueSky Wealth Advisors
North Carolina
$704K – – –
UBG
1780
United Bank (Georgia)
Georgia
$704K +$753K +1,942 New
FTUS
1781
Flow Traders U.S.
New York
$704K +$753K +1,942 New
APW
1782
Austin Private Wealth
Texas
$703K +$246K +634 +49%
B
1783
Bensler
Washington
$703K -$36.1K -93 -5%
BMCM
1784
Bryn Mawr Capital Management
Pennsylvania
$702K +$2.33K +6 +0.3%
MYIA
1785
Mount Yale Investment Advisors
Colorado
$701K +$750K +1,933 New
DWM
1786
Diversify Wealth Management
Utah
$699K +$207K +535 +37%
DFG
1787
Delta Financial Group
New Jersey
$699K +$747K +1,927 New
BWP
1788
Baldwin Wealth Partners
Massachusetts
$698K +$68.3K +176 +10%
HGWM
1789
Horst & Graben Wealth Management
Oregon
$698K +$19.4K +50 +3%
TWM
1790
Thrive Wealth Management
Pennsylvania
$697K -$3.49K -9 -0.5%
Harris Associates
1791
Harris Associates
Illinois
$696K +$46.5K +120 +7%
OHWA
1792
Oak Hill Wealth Advisors
Virginia
$696K +$744K +1,919 New
EGWAG
1793
Elwood & Goetz Wealth Advisory Group
Georgia
$695K – – –
EM
1794
Excalibur Management
Massachusetts
$694K -$2.71K -7 -0.4%
GAA
1795
Guardian Asset Advisors
Pennsylvania
$692K – – –
BAM
1796
Blueshift Asset Management
New Jersey
$691K -$964K -2,486 -57%
Two Sigma Investments
1797
Two Sigma Investments
New York
$689K -$5.47M -14,093 -88%
SOW
1798
State of Wyoming
Wyoming
$689K +$534K +1,376 +263%
PWM
1799
Paulson Wealth Management
Illinois
$689K -$81.1K -209 -10%
ZIG
1800
Zullo Investment Group
Pennsylvania
$688K +$51.2K +132 +7%