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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FA
1926
Fagan Associates
New York
$579K +$15.5K +40 +3%
MSF
1927
Mustard Seed Financial
Arkansas
$578K -$114K -295 -16%
AA
1928
Alta Advisers
United Kingdom
$577K +$74.1K +191 +14%
SPC
1929
Spirepoint Private Client
Florida
$577K
KA
1930
Kozak & Associates
Colorado
$577K -$34.5K -89 -5%
OCM
1931
One Capital Management
California
$576K -$43.4K -112 -7%
MGAM
1932
McGowan Group Asset Management
Texas
$576K +$86.9K +224 +16%
SCA
1933
Sandy Cove Advisors
Massachusetts
$575K +$39.6K +102 +7%
KBFS
1934
Kohmann Bosshard Financial Services
Ohio
$575K +$776 +2 +0.1%
AI
1935
AXS Investments
New York
$574K -$1.41M -3,625 -70%
RPGK
1936
Retirement Planning Group (Kansas)
Kansas
$573K +$135K +347 +28%
NRC
1937
New Republic Capital
North Carolina
$573K -$174K -448 -22%
JCM
1938
J2 Capital Management
Michigan
$572K +$612K +1,577 New
ABTD
1939
Arvest Bank Trust Division
Oklahoma
$571K +$5.43K +14 +0.9%
BFM
1940
Boston Financial Management
Massachusetts
$571K +$1.16K +3 +0.2%
VPP
1941
Vertex Planning Partners
Illinois
$571K +$6.21K +16 +1%
CFMC
1942
Curbstone Financial Management Corp
New Hampshire
$570K
BCMO
1943
Buckingham Capital Management (Ohio)
Ohio
$570K +$776 +2 +0.1%
RPWA
1944
Regent Peak Wealth Advisors
Georgia
$570K +$6.59K +17 +1%
PWW
1945
Pettyjohn Wood & White
Virginia
$568K +$194K +500 +47%
SIA
1946
SeaBridge Investment Advisors
New Jersey
$568K +$254K +655 +72%
CCM
1947
Canal Capital Management
Virginia
$566K +$1.16K +3 +0.2%
IP
1948
Isthmus Partners
Wisconsin
$565K +$175K +450 +41%
DS
1949
DRW Securities
Illinois
$564K -$1.53M -3,945 -72%
QFA
1950
Quantum Financial Advisors
California
$562K