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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TW
2126
Traveka Wealth
California
$401K -$12.8K -36 -3%
HCM
2127
Hollencrest Capital Management
California
$398K +$2.85K +8 +0.7%
FNT
2128
First Nebraska Trust
Nebraska
$398K +$17.8K +50 +4%
IIC
2129
Integrated Investment Consultants
Michigan
$397K +$1.78K +5 +0.4%
BTW
2130
Boston Trust Walden
Massachusetts
$397K
MWM
2131
Mindset Wealth Management
Indiana
$396K +$356 +1 +0.1%
CWA
2132
CJM Wealth Advisers
Virginia
$396K
FBC
2133
Fairfield, Bush & Co
Connecticut
$396K -$119K -334 -22%
MJRIC
2134
Mogy Joel R Investment Counsel
California
$396K
GHAM
2135
Gilman Hill Asset Management
Connecticut
$395K
GF
2136
Gries Financial
Ohio
$395K +$50.9K +143 +14%
FOA
2137
Five Oceans Advisors
California
$395K +$1.78K +5 +0.4%
MAWA
2138
Moss Adams Wealth Advisors
Washington
$395K -$3.92K -11 -0.9%
DIA
2139
Davidson Investment Advisors
Montana
$395K
MFP
2140
Meridian Financial Partners
Virginia
$394K +$71.2K +200 +20%
DWM
2141
Destination Wealth Management
California
$394K +$161K +453 +61%
HBFP
2142
Henderson Brothers Financial Partners
Pennsylvania
$394K +$245K +687 New
LAMC
2143
Longview Asset Management (California)
California
$392K -$126K -355 -23%
WKSWA
2144
White Knight Strategic Wealth Advisors
New Jersey
$392K +$424K +1,190 New
TSMHT
2145
Thurston Springer Miller Herd & Titak
Indiana
$392K +$22.8K +64 +6%
JSL
2146
JT Stratford LLC
Georgia
$391K -$1.8M -5,057 -81%
HIM
2147
Hanlon Investment Management
New Jersey
$391K +$5.7K +16 +1%
TCOK
2148
Trust Company of Kansas
Kansas
$391K
FWM
2149
Fingerlakes Wealth Management
New York
$390K -$80.5K -226 -16%
Legacy Financial Group (Iowa)
2150
Legacy Financial Group (Iowa)
Iowa
$390K +$356 +1 +0.1%