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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCG
1926
Coastwise Capital Group
California
$260K -$725 -3 -0.3%
OC
1927
Oakworth Capital
Alabama
$260K – – –
PWAG
1928
Polaris Wealth Advisory Group
California
$259K -$8.1M -33,500 -97%
ACM
1929
AUA Capital Management
Pennsylvania
$259K – – –
LWM
1930
LJI Wealth Management
Indiana
$257K – – –
SCM
1931
Spring Capital Management
Texas
$256K – – –
BBNA
1932
Bremer Bank National Association
Minnesota
$256K – – –
DTC
1933
Davidson Trust Company
Washington
$256K +$270K +1,117 New
WDG
1934
Wealth Dimensions Group
Ohio
$255K +$13.5K +56 +5%
JF
1935
JSF Financial
California
$255K +$27.8K +115 +12%
FFWM
1936
Future Financial Wealth Management
Ohio
$255K – – –
IFAM
1937
Institutional & Family Asset Management
Colorado
$254K +$1.21K +5 +0.5%
EWM
1938
Executive Wealth Management
Michigan
$254K -$10.4K -43 -4%
HCM
1939
Hengehold Capital Management
Ohio
$254K – – –
CVM
1940
Cheviot Value Management
California
$252K -$1.21K -5 -0.5%
RCWM
1941
Royal Capital Wealth Management
Indiana
$252K -$14K -58 -5%
BC
1942
Bridgefront Capital
Texas
$251K +$265K +1,098 New
JFL
1943
Jarislowsky, Fraser Ltd
Quebec, Canada
$251K – – –
LAM
1944
LifePro Asset Management
California
$250K – – –
BBI
1945
Baxter Bros Inc
Connecticut
$249K – – –
MC
1946
Middleton & Co
Massachusetts
$249K – – –
BCM
1947
Beddow Capital Management
Wyoming
$249K – – –
CAM
1948
Covenant Asset Management
New Jersey
$249K +$56.8K +235 +28%
C
1949
Certuity
Florida
$249K +$17.2K +71 +7%
BCMLT
1950
Beacon Capital Management LLC (Tennessee)
Tennessee
$249K -$1.45K -6 -0.5%