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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NSAM
1876
North Star Asset Management
Wisconsin
$350K -$37.7K -139 -10%
GHAM
1877
Gilman Hill Asset Management
Connecticut
$349K – – –
LFG
1878
Larson Financial Group
Missouri
$349K -$270K -995 -44%
SIC
1879
SJS Investment Consulting
Ohio
$348K +$2.17K +8 +0.6%
ETIA
1880
Epic Trust Investment Advisors
Washington
$348K +$25.8K +95 +8%
AFT
1881
Alpha Family Trust
California
$347K – – –
RCA
1882
Resonant Capital Advisors
Wisconsin
$346K +$57.2K +211 +20%
TIM
1883
Tortoise Investment Management
New York
$345K +$1.36K +5 +0.4%
BW
1884
Basepoint Wealth
Iowa
$344K +$6.51K +24 +2%
PRS
1885
Pinkerton Retirement Specialists
Idaho
$344K +$342K +1,261 New
HC
1886
Hamilton Capital
Ohio
$343K +$6.24K +23 +2%
IP
1887
Isthmus Partners
Wisconsin
$343K – – –
PCS
1888
Personal CFO Solutions
New Jersey
$343K -$49.9K -184 -13%
OR
1889
Olympiad Research
Connecticut
$343K +$73.8K +272 +28%
CAM
1890
Crestone Asset Management
Colorado
$343K +$340K +1,255 New
SGCA
1891
Steel Grove Capital Advisors
Tennessee
$342K -$9.22K -34 -3%
EA
1892
Eudaimonia Advisors
Tennessee
$342K -$3.25K -12 -0.9%
BFA
1893
Beacon Financial Advisory
Ohio
$341K +$3.25K +12 +1%
CMTU
1894
Capital Markets Trading (UK)
United Kingdom
$341K -$136K -501 -29%
GSAM
1895
Grant Street Asset Management
Pennsylvania
$340K – – –
BSB
1896
Bangor Savings Bank
Maine
$339K -$13K -48 -4%
FPGK
1897
Financial Partners Group (Kansas)
Kansas
$339K -$10.6K -39 -3%
SIS
1898
Sound Income Strategies
Florida
$339K – – –
GSWM
1899
Greenup Street Wealth Management
Michigan
$338K +$336K +1,238 New
JF
1900
Joule Financial
Kentucky
$337K -$5.97K -22 -2%