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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MRCM
1801
M&R Capital Management
New Jersey
$217K +$115K +500 +100%
PWM
1802
Paulson Wealth Management
Illinois
$217K +$230K +996 New
FG
1803
Fiduciary Group
Georgia
$216K – – –
AWM
1804
Avior Wealth Management
Nebraska
$214K +$11.8K +51 +5%
FP
1805
Financial Perspectives
Minnesota
$213K – – –
DWM
1806
Destination Wealth Management
California
$212K -$72.3K -313 -24%
PWP
1807
Personal Wealth Partners
Minnesota
$212K +$2.77K +12 +1%
CCM
1808
Canal Capital Management
Virginia
$210K +$924 +4 +0.4%
PCMM
1809
Piedmont Capital Management (Montana)
Montana
$209K -$28.4K -123 -11%
IBOK
1810
Independence Bank of Kentucky
Kentucky
$209K -$21.9K -95 -9%
FFWM
1811
Future Financial Wealth Management
Ohio
$209K -$1.39K -6 -0.6%
CANY
1812
Caxton Associates (New York)
New York
$209K +$222K +962 New
CWA
1813
Canvas Wealth Advisors
Kansas
$208K +$15K +65 +7%
NSB
1814
Norway Savings Bank
Maine
$207K -$5.77K -25 -3%
AFM
1815
Abbot Financial Management
Massachusetts
$207K – – –
LWP
1816
Legacy Wealth Planning
Nevada
$207K +$11.5K +50 +6%
AWA
1817
ARS Wealth Advisors
Florida
$206K -$34.6K -150 -14%
FMC
1818
Financial Management Concepts
Florida
$206K – – –
SIM
1819
SSI Investment Management
California
$205K -$1.39K -6 -0.6%
PTC
1820
Petrus Trust Company
Texas
$205K +$218K +942 New
RCG
1821
Rock Creek Group
District of Columbia
$204K -$37.2K -161 -15%
LWCFA
1822
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$204K – – –
SHGA
1823
Sand Hill Global Advisors
California
$204K +$12.5K +54 +6%
NICM
1824
Neo Ivy Capital Management
New York
$204K +$213K +921 +6,140%
Cohen & Steers
1825
Cohen & Steers
New York
$203K -$81.5K -353 -27%