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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AT
2126
Avalon Trust
New Mexico
$193K
Cohen & Steers
2127
Cohen & Steers
New York
$192K
DI
2128
Disciplined Investments
Oklahoma
$191K -$1.34K -6 -0.8%
ECM
2129
Elgethun Capital Management
South Dakota
$188K +$669 +3 +0.4%
SFCL
2130
Strengthening Families & Communities LLC
Massachusetts
$184K +$167K +749 New
SFG
2131
Steward Financial Group
Texas
$182K +$165K +741 New
ME
2132
McIlrath & Eck
Washington
$182K +$11.4K +51 +7%
BWM
2133
Baystate Wealth Management
Massachusetts
$181K +$118K +530 +261%
UIA
2134
Ulland Investment Advisors
Minnesota
$176K
GGI
2135
Godsey & Gibb Inc
Virginia
$176K +$12.3K +55 +8%
WIM
2136
Westside Investment Management
California
$175K
GFPC
2137
Global Financial Private Client
Florida
$173K
HBT
2138
Hills Bank & Trust
Iowa
$170K -$66.9K -300 -30%
PP
2139
Pacifica Partners
Canada
$169K -$5.57K -25 -3%
PSB
2140
Piscataqua Savings Bank
New Hampshire
$169K
PO
2141
Private Ocean
California
$165K +$106K +477 +245%
PCFFS
2142
Pacific Center for Financial Services
California
$164K +$892 +4 +0.6%
TCWA
2143
Ten Capital Wealth Advisors
Washington
$163K -$5.8K -26 -4%
EWM
2144
Endurance Wealth Management
Rhode Island
$163K
GJIA
2145
Glass Jacobson Investment Advisors
Maryland
$161K +$146K +653 New
SJIM
2146
St. Johns Investment Management
Florida
$160K +$145K +650 New
LS
2147
Livforsakringsbolaget Skandia
Sweden
$151K
WBC
2148
West Branch Capital
Massachusetts
$150K -$13.4K -60 -9%
GFL
2149
Granite FO LLC
New Hampshire
$148K -$535K -2,400 -80%
FFA
2150
Farther Finance Advisors
California
$146K +$8.25K +37 +7%