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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1876
Revisor Wealth Management
Ohio
$1.1M +$16.1K +29 +2%
BB
1877
Bell Bank
North Dakota
$1.1M -$275K -495 -20%
PIA
1878
Perennial Investment Advisors
California
$1.1M +$108K +195 +11%
AIM
1879
Allen Investment Management
New York
$1.1M +$1.06M +1,913 New
Boston Partners
1880
Boston Partners
Massachusetts
$1.1M -$5.56K -10 -0.5%
PP
1881
Pacifica Partners
Canada
$1.09M -$11.7K -21 -1%
OW
1882
Olistico Wealth
Oklahoma
$1.09M – – –
PCA
1883
Purkiss Capital Advisors
Connecticut
$1.09M -$133K -240 -11%
OC
1884
Opinicus Capital
Florida
$1.09M +$10.6K +19 +1%
SFGP
1885
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.09M +$21.1K +38 +2%
GAA
1886
Guardian Asset Advisors
Pennsylvania
$1.09M -$26.7K -48 -2%
BAM
1887
Bosun Asset Management
Illinois
$1.09M – – –
SI
1888
Severin Investments
Missouri
$1.09M +$428K +770 +68%
GKWIM
1889
Gerber Kawasaki Wealth & Investment Management
California
$1.09M -$40.6K -73 -4%
WHC
1890
Wulff, Hansen & Co
California
$1.09M – – –
FPGK
1891
Financial Partners Group (Kansas)
Kansas
$1.08M +$41.1K +74 +5%
PWA
1892
Pitcairn Wealth Advisors
Pennsylvania
$1.08M +$1.05M +1,890 New
AP
1893
Appleton Partners
Massachusetts
$1.08M +$131K +236 +14%
CWM
1894
Centurion Wealth Management
Virginia
$1.08M – – –
RA
1895
Rational Advisors
New York
$1.08M +$422K +759 +68%
CAM
1896
Carret Asset Management
New York
$1.08M – – –
PFT
1897
Providence First Trust
Arizona
$1.07M +$724K +1,303 +229%
EM
1898
Excalibur Management
Massachusetts
$1.07M -$19.5K -35 -2%
LC
1899
Landaas & Company
Wisconsin
$1.07M +$21.1K +38 +2%
RIP
1900
Reliant Investment Partners
North Carolina
$1.07M +$126K +227 +14%