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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BBNA
1901
Bremer Bank National Association
Minnesota
$268K +$243K +1,117 New
JF
1902
Joule Financial
Kentucky
$268K +$243K +1,118 New
HCM
1903
Hengehold Capital Management
Ohio
$266K +$242K +1,110 New
FFWM
1904
Future Financial Wealth Management
Ohio
$265K -$43.5K -200 -15%
CVM
1905
Cheviot Value Management
California
$265K +$241K +1,108 New
IP
1906
Isthmus Partners
Wisconsin
$265K +$241K +1,107 New
IFAM
1907
Institutional & Family Asset Management
Colorado
$265K +$1.31K +6 +0.5%
TCM
1908
True Capital Management
California
$265K +$241K +1,106 New
SB
1909
Sunflower Bank
Texas
$265K +$241K +1,105 New
LSPW
1910
Lake Street Private Wealth
Illinois
$265K -$44.8K -206 -16%
SWM
1911
Selective Wealth Management
Virginia
$264K -$43.5K -200 -16%
SCFS
1912
S.C. Financial Services
Arizona
$264K +$240K +1,101 New
SXL
1913
Summit X LLC
Missouri
$264K -$59.6K -274 -16%
RWA
1914
Redmont Wealth Advisors
Illinois
$264K +$239K +1,100 New
FOA
1915
Five Oceans Advisors
California
$263K +$239K +1,099 New
HWM
1916
HFR Wealth Management
New York
$263K +$239K +1,096 New
QC
1917
Quent Capital
New York
$263K +$10.2K +47 +4%
AF
1918
Alerus Financial
North Dakota
$263K +$239K +1,097 New
JFL
1919
Jarislowsky, Fraser Ltd
Quebec, Canada
$263K +$239K +1,097 New
GA
1920
GoalVest Advisory
New York
$262K – – –
NRI
1921
NFP Retirement Inc
California
$262K +$238K +1,095 New
BCMLT
1922
Beacon Capital Management LLC (Tennessee)
Tennessee
$262K -$78.2K -359 -25%
MC
1923
Middleton & Co
Massachusetts
$261K +$237K +1,090 New
BBI
1924
Baxter Bros Inc
Connecticut
$261K +$237K +1,090 New
BCM
1925
Beddow Capital Management
Wyoming
$261K +$237K +1,090 New