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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BA
1901
Bristlecone Advisors
Washington
$337K +$30.4K +112 +10%
OC
1902
Oakworth Capital
Alabama
$337K – – –
BTW
1903
Boston Trust Walden
Massachusetts
$337K – – –
GAM
1904
Gould Asset Management
California
$336K – – –
MFA
1905
Millington Financial Advisors
Illinois
$336K +$1.36K +5 +0.4%
IAP
1906
Indie Asset Partners
Indiana
$335K +$1.9K +7 +0.6%
GWAG
1907
Garrett Wealth Advisory Group
Texas
$335K +$333K +1,227 New
MCAI
1908
Members Capital Advisors Inc
Wisconsin
$334K -$1.84M -6,772 -85%
RCG
1909
Resource Consulting Group
Florida
$334K – – –
OPTFSNA
1910
Old Point Trust & Financial Services N A
Virginia
$332K +$11.9K +44 +4%
SOW
1911
State of Wyoming
Wyoming
$332K -$74.6K -275 -18%
CCM
1912
Canal Capital Management
Virginia
$332K +$5.97K +22 +2%
NLP
1913
Next Level Private
New York
$331K – – –
BIP
1914
Blueprint Investment Partners
North Carolina
$331K +$329K +1,214 New
OCM
1915
Objective Capital Management
Ohio
$330K – – –
BWP
1916
BSW Wealth Partners
Colorado
$329K -$8.68K -32 -3%
GP
1917
Greenline Partners
New York
$329K – – –
CF
1918
Copperwynd Financial
Arizona
$329K +$41.5K +153 +15%
PGIM
1919
Pacific Global Investment Management
California
$328K -$14.4K -53 -4%
CRG
1920
Cornerstone Retirement Group
Nevada
$328K – – –
FC
1921
FCA Corp
Texas
$328K – – –
HCM
1922
Hutchinson Capital Management
California
$327K -$1.08K -4 -0.3%
CWA
1923
CJM Wealth Advisers
Virginia
$327K +$271 +1 +0.1%
FOA
1924
Five Oceans Advisors
California
$326K +$2.44K +9 +0.8%
MAM
1925
Marotta Asset Management
Virginia
$325K – – –