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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWR
2226
Chico Wealth RIA
California
$358K – – –
SRCM
2227
Signature Resources Capital Management
California
$358K – – –
CIC
2228
Chase Investment Counsel
Virginia
$357K – – –
DCM
2229
Driehaus Capital Management
Illinois
$357K +$315K +912 New
SFPG
2230
Stonebridge Financial Planning Group
Florida
$357K – – –
JJBC
2231
James J. Burns & Company
New York
$356K +$76K +220 +32%
SIA
2232
SeaBridge Investment Advisors
New Jersey
$356K – – –
HFS
2233
Heritage Financial Services
Massachusetts
$356K – – –
CMI
2234
Clare Market Investments
Texas
$356K – – –
PI
2235
Pettee Investors
Connecticut
$355K – – –
SNBOSCI
2236
Security National Bank of Sioux City Iowa
Iowa
$354K – – –
ASBI
2237
American State Bank (Iowa)
Iowa
$353K +$691 +2 +0.2%
GHA
2238
GW Henssler & Associates
Georgia
$353K +$1.73K +5 +0.6%
HIA
2239
HTG Investment Advisors
Connecticut
$352K – – –
MPM
2240
MBB Public Markets
Illinois
$352K -$11.9M -34,468 -97%
CCM
2241
Cullen Capital Management
New York
$352K – – –
MKW
2242
Mullaney, Keating & Wright
Connecticut
$352K – – –
ST
2243
Sabal Trust
Florida
$352K +$48K +139 +18%
HL
2244
HeadInvest LLC
Maine
$350K – – –
KCFA
2245
Key Client Fiduciary Advisors
New Jersey
$350K +$59.4K +172 +24%
CVA
2246
Central Valley Advisors
California
$349K – – –
PIAS
2247
PCA Investment Advisory Services
Ohio
$349K – – –
MWP
2248
Madison Wealth Partners
Wisconsin
$347K – – –
MAG
2249
Mayfair Advisory Group
Alabama
$347K +$345 +1 +0.1%
FFA
2250
Fragasso Financial Advisors
Pennsylvania
$347K +$17.3K +50 +6%