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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1926
Sentinus LLC
Illinois
$260K +$232K +1,068 New
FG
1927
Foster Group
Iowa
$259K +$236K +1,082 New
CAWM
1928
Capital Advisors Wealth Management
Washington
$259K +$235K +1,081 New
ACA
1929
Anchor Capital Advisors
Massachusetts
$259K +$235K +1,080 New
PPP
1930
Private Portfolio Partners
New Jersey
$258K -$190K -874 -45%
CWA
1931
Consilium Wealth Advisory
Texas
$258K +$234K +1,077 New
SCM
1932
Silvant Capital Management
Georgia
$258K
BFO
1933
Boston Family Office
Massachusetts
$257K +$233K +1,072 New
KIA
1934
KLR Investment Advisors
Rhode Island
$256K +$233K +1,069 New
CCA
1935
Childress Capital Advisors
Texas
$256K +$232K +1,068 New
MJRIC
1936
Mogy Joel R Investment Counsel
California
$254K +$231K +1,060 New
WDG
1937
Wealth Dimensions Group
Ohio
$254K +$231K +1,059 New
LT
1938
Legacy Trust
Michigan
$252K +$229K +1,054 New
HHGA
1939
Halbert Hargrove Global Advisors
California
$252K +$229K +1,053 New
KIG
1940
Kessler Investment Group
Indiana
$252K +$3.48K +16 +2%
WRM
1941
Weybosset Research & Management
Rhode Island
$252K +$229K +1,050 New
AWM
1942
Avior Wealth Management
Nebraska
$252K +$22.2K +102 +11%
BA
1943
Bennicas & Associates
California
$252K +$229K +1,050 New
GIM
1944
Greylin Investment Management
Virginia
$252K +$229K +1,050 New
BWM
1945
BlackDiamond Wealth Management
New York
$251K +$218K +1,003 New
CAC
1946
Certified Advisory Corp
Florida
$250K +$227K +1,044 New
MS
1947
Maven Securities
Jersey
$250K -$698K -3,206 -75%
JC
1948
JB Capital
Connecticut
$250K +$227K +1,043 New
LAM
1949
LifePro Asset Management
California
$250K +$227K +1,043 New
HC
1950
Hourglass Capital
Texas
$250K +$227K +1,042 New