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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1926
Monarch Capital Management
Indiana
$389K
GFG
1927
Goldstone Financial Group
Illinois
$388K +$90K +347 +36%
PBF
1928
Petix & Botte Financial
California
$388K
WPC
1929
Waters Parkerson & Co
Louisiana
$387K -$23.1K -89 -6%
JMFC
1930
J.M. Forbes & Co
Massachusetts
$386K
CA
1931
Claro Advisors
Massachusetts
$386K -$7K -27 -2%
MAG
1932
MRA Advisory Group
New Jersey
$385K +$259 +1 +0.1%
AIM
1933
Avity Investment Management
Connecticut
$384K
WSCM
1934
Wellington Shields Capital Management
New York
$384K
LC
1935
Landaas & Company
Wisconsin
$384K
IAS
1936
Investment Advisory Services
Texas
$383K +$35.5K +137 +12%
AFAS
1937
Acorn Financial Advisory Services
Virginia
$382K +$519 +2 +0.2%
UFF
1938
USA Financial Formulas
Michigan
$381K -$396K -1,527 -54%
CM
1939
Castleark Management
Illinois
$381K
MCI
1940
MRP Capital Investments
Georgia
$380K +$333K +1,285 New
KFA
1941
Kelleher Financial Advisors
New York
$379K -$5.71K -22 -2%
NB
1942
Northwest Bancshares
Pennsylvania
$379K
NSAM
1943
North Star Asset Management
Wisconsin
$379K
GHAM
1944
Gilman Hill Asset Management
Connecticut
$378K
LJHT
1945
Laurie J. Hall Trustee
$378K -$13K -50 -4%
SIC
1946
SJS Investment Consulting
Ohio
$377K
NW
1947
NewEdge Wealth
Pennsylvania
$376K -$72.4K -279 -18%
AFT
1948
Alpha Family Trust
California
$376K
LFA
1949
Landmark Financial Advisors
Kentucky
$375K -$15.6K -60 -5%
BW
1950
Basepoint Wealth
Iowa
$373K