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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CA
2151
Crane Advisory
California
$273K
JSW
2152
Journey Strategic Wealth
New Jersey
$273K +$239K +922 New
TWP
2153
Tower Wealth Partners
Pennsylvania
$273K +$239K +922 New
OCM
2154
Orion Capital Management
California
$272K +$11.9K +46 +5%
WIM
2155
Warwick Investment Management
Texas
$272K +$35.8K +138 +18%
AM
2156
AGF Management
Ontario, Canada
$271K
EAM
2157
Empirical Asset Management
Massachusetts
$271K +$2.33K +9 +1%
RWM
2158
Rockline Wealth Management
New York
$271K +$238K +917 New
ORC
2159
O'Rourke & Company
Massachusetts
$271K +$778 +3 +0.3%
SRCM
2160
Signature Resources Capital Management
California
$271K +$237K +915 New
HIA
2161
HTG Investment Advisors
Connecticut
$270K +$1.04K +4 +0.4%
ORAM
2162
One River Asset Management
Connecticut
$270K -$249K -961 -51%
CIC
2163
Chase Investment Counsel
Virginia
$270K +$237K +914 New
SIA
2164
SeaBridge Investment Advisors
New Jersey
$269K +$236K +910 New
MCP
2165
Mirador Capital Partners
California
$269K -$167K -642 -41%
PI
2166
Pettee Investors
Connecticut
$268K
CJFS
2167
Coulter & Justus Financial Services
Tennessee
$268K
HAG
2168
HF Advisory Group
Maryland
$267K -$519 -2 -0.2%
WCFA
2169
Walkner Condon Financial Advisors
Wisconsin
$267K +$36.1K +139 +18%
WDG
2170
Wealth Dimensions Group
Ohio
$267K -$59.4K -229 -20%
BONST
2171
Bank of Nova Scotia Trust
Ontario, Canada
$266K
CCM
2172
Cullen Capital Management
New York
$266K
PWP
2173
Private Wealth Partners
California
$266K
ACM
2174
Andina Capital Management
Utah
$266K +$233K +900 New
EIG
2175
Ellenbecker Investment Group
Wisconsin
$266K +$234K +901 New