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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AWCI
2301
Alpine Woods Capital Investors
New York
$275K
WIM
2302
Westside Investment Management
California
$274K -$12.8K -40 -5%
HWMG
2303
Hurlow Wealth Management Group
Indiana
$274K
AF
2304
Alerus Financial
North Dakota
$273K -$10.9K -34 -4%
HCP
2305
Holt Capital Partners
Texas
$273K
SBWIC
2306
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$238K +744 New
LFS
2307
Leibman Financial Services
Nebraska
$273K
DBRC
2308
D.B. Root & Company
Pennsylvania
$273K +$238K +744 New
Q
2309
QVR
California
$273K +$238K +744 New
CBA
2310
Coastal Bridge Advisors
Connecticut
$272K
SW
2311
SMART Wealth
Nebraska
$272K +$237K +742 New
CW
2312
Cook Wealth
North Carolina
$271K
FFA
2313
Fragasso Financial Advisors
Pennsylvania
$271K +$11.2K +35 +5%
MS
2314
Mizuho Securities
Japan
$271K -$246K -770 -51%
SIC
2315
Sterling Investment Counsel
New York
$271K +$1.6K +5 +0.7%
SRCM
2316
Signature Resources Capital Management
California
$271K
LWM
2317
LongView Wealth Management
Georgia
$269K -$9.59K -30 -4%
EFG
2318
Ethos Financial Group
Pennsylvania
$269K +$7.03K +22 +3%
CRI
2319
Colonial River Investments
Virginia
$269K -$9.91K -31 -4%
ICM
2320
Intrepid Capital Management
Florida
$269K
WFA
2321
Websterrogers Financial Advisors
South Carolina
$267K
CFP
2322
Cascade Financial Partners
California
$267K +$233K +730 New
EWM
2323
EPG Wealth Management
Georgia
$267K +$10.2K +32 +5%
ISWM
2324
Independent Solutions Wealth Management
New York
$266K +$9.59K +30 +4%
PFWA
2325
Paces Ferry Wealth Advisors
Georgia
$266K -$16.9K -53 -7%