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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFP
2126
Tilia Fiduciary Partners
North Carolina
$194K -$94.1K -422 -35%
AT
2127
Avalon Trust
New Mexico
$193K – – –
Cohen & Steers
2128
Cohen & Steers
New York
$192K – – –
DI
2129
Disciplined Investments
Oklahoma
$191K -$1.34K -6 -0.8%
ECM
2130
Elgethun Capital Management
South Dakota
$188K +$669 +3 +0.4%
SFCL
2131
Strengthening Families & Communities LLC
Massachusetts
$184K +$167K +749 New
SFG
2132
Steward Financial Group
Texas
$182K +$165K +741 New
ME
2133
McIlrath & Eck
Washington
$182K +$11.4K +51 +7%
BWM
2134
Baystate Wealth Management
Massachusetts
$181K +$118K +530 +261%
UIA
2135
Ulland Investment Advisors
Minnesota
$176K – – –
GGI
2136
Godsey & Gibb Inc
Virginia
$176K +$12.3K +55 +8%
WIM
2137
Westside Investment Management
California
$175K – – –
GFPC
2138
Global Financial Private Client
Florida
$173K – – –
HBT
2139
Hills Bank & Trust
Iowa
$170K -$66.9K -300 -30%
PP
2140
Pacifica Partners
Canada
$169K -$5.57K -25 -3%
PSB
2141
Piscataqua Savings Bank
New Hampshire
$169K – – –
PO
2142
Private Ocean
California
$165K +$106K +477 +245%
PCFFS
2143
Pacific Center for Financial Services
California
$164K +$892 +4 +0.6%
TCWA
2144
Ten Capital Wealth Advisors
Washington
$163K -$5.8K -26 -4%
EWM
2145
Endurance Wealth Management
Rhode Island
$163K – – –
GJIA
2146
Glass Jacobson Investment Advisors
Maryland
$161K +$146K +653 New
SJIM
2147
St. Johns Investment Management
Florida
$160K +$145K +650 New
LS
2148
Livforsakringsbolaget Skandia
Sweden
$151K – – –
WBC
2149
West Branch Capital
Massachusetts
$150K -$13.4K -60 -9%
GFL
2150
Granite FO LLC
New Hampshire
$148K -$535K -2,400 -80%