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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AG
1901
Ascent Group
Virginia
$210K +$197K +979 New
SCM
1902
Salem Capital Management
Massachusetts
$210K +$205K +1,016 New
NRI
1903
NFP Retirement Inc
California
$209K +$204K +1,012 New
HCM
1904
Hengehold Capital Management
Ohio
$209K +$203K +1,010 New
IFS
1905
Ifrah Financial Services
Arkansas
$209K +$203K +1,010 New
SPWM
1906
Schrum Private Wealth Management
Florida
$209K +$203K +1,010 New
AIFAIM
1907
American Institute for Advanced Investment Management
Arizona
$208K +$202K +1,005 New
SCA
1908
Sandy Cove Advisors
Massachusetts
$208K +$202K +1,005 New
STB
1909
S&T Bank
Pennsylvania
$208K +$203K +1,007 New
PR
1910
Payden & Rygel
California
$207K -$20.8M -103,130 -99%
AWM
1911
Avior Wealth Management
Nebraska
$207K -$42.1K -209 -17%
NAM
1912
NTV Asset Management
West Virginia
$207K -$40.3K -200 -17%
SAM
1913
S.A. Mason
Michigan
$207K – – –
MRCM
1914
M&R Capital Management
New Jersey
$207K +$403 +2 +0.2%
BAM
1915
Bosun Asset Management
Illinois
$207K +$201K +1,000 New
CAM
1916
Concorde Asset Management
Michigan
$207K +$201K +1,000 New
CAM
1917
Cubic Asset Management
Massachusetts
$207K +$201K +1,000 New
MCM
1918
Magnolia Capital Management
New York
$207K +$201K +1,000 New
MWA
1919
Miller Wealth Advisors
Colorado
$207K +$201K +1,000 New
RWA
1920
Redmont Wealth Advisors
Illinois
$207K +$201K +1,000 New
SRC
1921
Shufro Rose & Co
New York
$207K +$201K +1,000 New
SG
1922
Somerset Group
Minnesota
$207K +$201K +1,000 New
AAM
1923
Azzad Asset Management
Virginia
$207K +$201K +1,000 New
EM
1924
Excalibur Management
Massachusetts
$206K +$201K +997 New
LWP
1925
Legacy Wealth Planning
Nevada
$205K +$199K +989 New