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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1951
Highview Capital Management
Illinois
$373K +$77.8K +300 +31%
ETIA
1952
Epic Trust Investment Advisors
Washington
$372K -$3.89K -15 -1%
DDC
1953
DF Dent & Co
Maryland
$371K +$326K +1,256 New
FNT
1954
First Nebraska Trust
Nebraska
$371K -$9.34K -36 -3%
TIM
1955
Tortoise Investment Management
New York
$371K -$2.85K -11 -0.9%
OSNBOA
1956
Old Second National Bank of Aurora
Illinois
$371K -$10.4K -40 -3%
RA
1957
Rockingstone Advisors
Massachusetts
$369K -$105K -404 -24%
GSAM
1958
Grant Street Asset Management
Pennsylvania
$368K
GSWM
1959
Greenup Street Wealth Management
Michigan
$366K
MFA
1960
Millington Financial Advisors
Illinois
$365K +$1.56K +6 +0.5%
BTW
1961
Boston Trust Walden
Massachusetts
$365K
Fidelity International
1962
Fidelity International
Bermuda
$365K +$320K +1,234 New
CC
1963
Callan Capital
California
$364K -$247K -951 -44%
RWPA
1964
Richard W. Paul & Associates
Michigan
$363K +$16.3K +63 +5%
EA
1965
Eudaimonia Advisors
Tennessee
$362K -$7.78K -30 -2%
RCG
1966
Resource Consulting Group
Florida
$362K
IAP
1967
Indie Asset Partners
Indiana
$361K -$1.3K -5 -0.4%
CCM
1968
Canal Capital Management
Virginia
$361K +$1.82K +7 +0.6%
NLP
1969
Next Level Private
New York
$361K
OPTFSNA
1970
Old Point Trust & Financial Services N A
Virginia
$360K
CCG
1971
Catalina Capital Group
California
$359K +$315K +1,214 New
JF
1972
Joule Financial
Kentucky
$359K -$5.71K -22 -2%
SGCA
1973
Steel Grove Capital Advisors
Tennessee
$358K -$11.7K -45 -4%
SIA
1974
Sage Investment Advisers
New York
$357K -$24.4K -94 -7%
GP
1975
Greenline Partners
New York
$356K