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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1951
Hengehold Capital Management
Ohio
$274K +$446 +2 +0.2%
FFWM
1952
Future Financial Wealth Management
Ohio
$273K
PWM
1953
Purus Wealth Management
California
$272K +$8.03K +36 +3%
CVM
1954
Cheviot Value Management
California
$271K
BFG
1955
Beacon Financial Group
Texas
$271K +$5.35K +24 +2%
RCWM
1956
Royal Capital Wealth Management
Indiana
$271K
MS
1957
Mizuho Securities
Japan
$271K +$212K +950 +633%
PWA
1958
Peterson Wealth Advisors
Utah
$271K +$8.92K +40 +4%
JFL
1959
Jarislowsky, Fraser Ltd
Quebec, Canada
$270K
WAG
1960
Wallace Advisory Group
California
$269K
MC
1961
Middleton & Co
Massachusetts
$268K
HL
1962
HeadInvest LLC
Maine
$268K +$223 +1 +0.1%
NRI
1963
NFP Retirement Inc
California
$268K +$20.1K +90 +9%
IAS
1964
Investment Advisory Services
Texas
$267K +$242K +1,085 New
PPP
1965
Private Portfolio Partners
New Jersey
$267K
NB
1966
Northwest Bancshares
Pennsylvania
$266K +$18.3K +82 +8%
KIG
1967
Kessler Investment Group
Indiana
$266K
LFGO
1968
Legacy Financial Group (Oklahoma)
Oklahoma
$265K +$240K +1,078 New
CWA
1969
Consilium Wealth Advisory
Texas
$265K +$223 +1 +0.1%
SCM
1970
Silvant Capital Management
Georgia
$265K
RBCM
1971
Raub Brock Capital Management
California
$263K +$238K +1,069 New
CFGSD
1972
Compass Financial Group (South Dakota)
South Dakota
$263K +$446 +2 +0.2%
PWW
1973
Pettyjohn Wood & White
Virginia
$262K +$22.3K +100 +10%
MJRIC
1974
Mogy Joel R Investment Counsel
California
$261K
CBFP
1975
Cedar Brook Financial Partners
Ohio
$261K +$7.8K +35 +3%