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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DA
2126
Drake & Associates
Wisconsin
$280K +$246K +948 New
SAW
2127
Signal Advisors Wealth
Michigan
$280K +$246K +947 New
CAC
2128
Certified Advisory Corp
Florida
$279K +$27K +104 +12%
FPWM
2129
FSB Premier Wealth Management
Iowa
$279K -$51.9K -200 -17%
CVM
2130
Cheviot Value Management
California
$279K -$19.5K -75 -7%
A
2131
AlphaQuest
New York
$278K +$244K +941 New
DWA
2132
Dorsey Wright & Associates
California
$278K – – –
HL
2133
HeadInvest LLC
Maine
$278K – – –
OL
2134
Optas LLC
Texas
$278K +$2.08K +8 +0.9%
HIM
2135
Hanlon Investment Management
New Jersey
$277K -$15.3K -59 -6%
AIA
2136
Angeles Investment Advisors
California
$277K +$12.7K +49 +6%
MPW
2137
Monterey Private Wealth
California
$277K -$15.6K -60 -6%
ECM
2138
Elgethun Capital Management
South Dakota
$277K -$16.6K -64 -6%
KCM
2139
Kathmere Capital Management
Pennsylvania
$277K +$243K +936 New
WI
2140
Wedgewood Investors
Pennsylvania
$276K -$25.9K -100 -10%
ATC
2141
Advantage Trust Company
Kansas
$275K +$241K +930 New
IWA
2142
Icon Wealth Advisors
Texas
$275K +$241K +930 New
MCM
2143
Maple Capital Management
Vermont
$275K +$241K +930 New
WFAG
2144
Wescott Financial Advisory Group
Pennsylvania
$275K – – –
MWP
2145
Madison Wealth Partners
Wisconsin
$274K +$50.6K +195 +27%
JEST
2146
JTC Employer Solutions Trustee
Jersey
$274K – – –
VFP
2147
Verus Financial Partners
Virginia
$274K – – –
HC
2148
Hamilton Capital
Ohio
$273K -$86.4K -333 -26%
CNC
2149
Citizens & Northern Corp
Pennsylvania
$273K – – –
MAG
2150
Mayfair Advisory Group
Alabama
$273K +$242K +934 New