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Caterpillar

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