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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1926
Oakworth Capital
Alabama
$260K
PWAG
1927
Polaris Wealth Advisory Group
California
$259K -$8.1M -33,500 -97%
ACM
1928
AUA Capital Management
Pennsylvania
$259K
LWM
1929
LJI Wealth Management
Indiana
$257K
SCM
1930
Spring Capital Management
Texas
$256K
BBNA
1931
Bremer Bank National Association
Minnesota
$256K
DTC
1932
Davidson Trust Company
Washington
$256K +$270K +1,117 New
WDG
1933
Wealth Dimensions Group
Ohio
$255K +$13.5K +56 +5%
JF
1934
JSF Financial
California
$255K +$27.8K +115 +12%
FFWM
1935
Future Financial Wealth Management
Ohio
$255K
IFAM
1936
Institutional & Family Asset Management
Colorado
$254K +$1.21K +5 +0.5%
EWM
1937
Executive Wealth Management
Michigan
$254K -$10.4K -43 -4%
HCM
1938
Hengehold Capital Management
Ohio
$254K
CVM
1939
Cheviot Value Management
California
$252K -$1.21K -5 -0.5%
RCWM
1940
Royal Capital Wealth Management
Indiana
$252K -$14K -58 -5%
BC
1941
Bridgefront Capital
Texas
$251K +$265K +1,098 New
JFL
1942
Jarislowsky, Fraser Ltd
Quebec, Canada
$251K
LAM
1943
LifePro Asset Management
California
$250K
BBI
1944
Baxter Bros Inc
Connecticut
$249K
MC
1945
Middleton & Co
Massachusetts
$249K
BCM
1946
Beddow Capital Management
Wyoming
$249K
CAM
1947
Covenant Asset Management
New Jersey
$249K +$56.8K +235 +28%
C
1948
Certuity
Florida
$249K +$17.2K +71 +7%
BCMLT
1949
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K -$1.45K -6 -0.5%
KIA
1950
KLR Investment Advisors
Rhode Island
$249K +$4.11K +17 +2%