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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
2076
Adams Wealth Management
Utah
$200K
JE
2077
JMAC Enterprises
Pennsylvania
$200K -$99.1K -410 -32%
HIA
2078
HTG Investment Advisors
Connecticut
$200K -$7.49K -31 -3%
OCM
2079
Orion Capital Management
California
$199K
VCM
2080
Versant Capital Management
Arizona
$196K +$56.6K +234 +37%
RFG
2081
RFP Financial Group
Georgia
$192K -$793K -3,279 -80%
AIP
2082
Ahrens Investment Partners
Louisiana
$188K -$132K -548 -40%
CCP
2083
Carmel Capital Partners
California
$182K +$192K +795 New
RA
2084
Rise Advisors
New York
$180K +$37K +153 +24%
AT
2085
Avalon Trust
New Mexico
$179K +$190K +784 New
Cohen & Steers
2086
Cohen & Steers
New York
$179K
DI
2087
Disciplined Investments
Oklahoma
$179K +$2.18K +9 +1%
ECM
2088
Elgethun Capital Management
South Dakota
$177K +$725 +3 +0.4%
Capstone Investment Advisors
2089
Capstone Investment Advisors
New York
$172K +$158K +655 +682%
ST
2090
Sageworth Trust
Pennsylvania
$172K
LWCFA
2091
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K -$30.9K -128 -15%
PB
2092
Pinnacle Bancorp
Nebraska
$164K -$7.98K -33 -4%
UIA
2093
Ulland Investment Advisors
Minnesota
$164K
WIM
2094
Westside Investment Management
California
$162K
GFPC
2095
Global Financial Private Client
Florida
$161K +$4.83K +20 +3%
TCWA
2096
Ten Capital Wealth Advisors
Washington
$158K -$46.4K -192 -22%
FNBOSM
2097
First National Bank of South Miami
Florida
$158K -$31.7K -131 -16%
ME
2098
McIlrath & Eck
Washington
$157K +$8.95K +37 +6%
HIIFS
2099
Harel Insurance Investments & Financial Services
Israel
$157K -$208K -859 -55%
PSB
2100
Piscataqua Savings Bank
New Hampshire
$157K +$32.6K +135 +25%