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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
2051
LJI Wealth Management
Indiana
$381K
MHR
2052
Matthew Hamilton Rosenberg
$381K -$17.3K -50 -4%
FPWM
2053
FSB Premier Wealth Management
Iowa
$381K
WAM
2054
Winslow Asset Management
Ohio
$380K
GI
2055
Gradient Investments
Minnesota
$379K +$2.08K +6 +0.5%
TW
2056
Traveka Wealth
California
$379K +$9.71K +28 +3%
IFAM
2057
Institutional & Family Asset Management
Colorado
$379K +$1.39K +4 +0.4%
GCA
2058
Greenwood Capital Associates
South Carolina
$379K +$1.04K +3 +0.3%
FA
2059
Financial Advisors
Massachusetts
$376K
ACA
2060
Anchor Capital Advisors
Massachusetts
$375K
AA
2061
Alesco Advisors
New York
$375K +$9.71K +28 +3%
RWM
2062
Rockline Wealth Management
New York
$375K +$72.8K +210 +23%
SCI
2063
Silver Coast Investments
United States
$375K -$5.55K -16 -1%
Boston Partners
2064
Boston Partners
Massachusetts
$375K -$103K -296 -21%
RFA
2065
Register Financial Advisors
Georgia
$374K
FI
2066
Finivi Inc
Massachusetts
$374K +$5.89K +17 +2%
DTC
2067
Davidson Trust Company
Washington
$374K -$19.1K -55 -5%
SFI
2068
SPC Financial Inc
Maryland
$373K +$163K +471 +72%
BCMO
2069
Buckingham Capital Management (Ohio)
Ohio
$373K +$388K +1,120 New
SPI
2070
Sutton Place Investors
New York
$373K +$3.47K +10 +0.9%
HIS
2071
Harvest Investment Services
Illinois
$372K +$387K +1,117 New
BFG
2072
Beacon Financial Group
Texas
$372K +$10.7K +31 +3%
WIM
2073
Warwick Investment Management
Texas
$371K +$10.4K +30 +3%
AWM
2074
Accel Wealth Management
Iowa
$369K +$38.8K +112 +11%
BA
2075
Bristlecone Advisors
Washington
$368K +$347 +1 +0.1%