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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PP
2301
Pingora Partners
Wyoming
$275K – – –
ACP
2302
Arcus Capital Partners
Georgia
$275K +$639 +2 +0.3%
AWCI
2303
Alpine Woods Capital Investors
New York
$275K – – –
Westside Investment Management
2304
Westside Investment Management
California
$274K -$12.8K -40 -5%
HWMG
2305
Hurlow Wealth Management Group
Indiana
$274K – – –
Alerus Financial
2306
Alerus Financial
North Dakota
$273K -$10.9K -34 -4%
HCP
2307
Holt Capital Partners
Texas
$273K – – –
Schaper Benz & Wise Investment Counsel
2308
Schaper Benz & Wise Investment Counsel
Wisconsin
$273K +$238K +744 New
LFS
2309
Leibman Financial Services
Nebraska
$273K – – –
DBRC
2310
D.B. Root & Company
Pennsylvania
$273K +$238K +744 New
QVR
2311
QVR
California
$273K +$238K +744 New
Coastal Bridge Advisors
2312
Coastal Bridge Advisors
Connecticut
$272K – – –
SW
2313
SMART Wealth
Nebraska
$272K +$237K +742 New
CW
2314
Cook Wealth
North Carolina
$271K – – –
Fragasso Financial Advisors
2315
Fragasso Financial Advisors
Pennsylvania
$271K +$11.2K +35 +5%
MS
2316
Mizuho Securities
Japan
$271K -$246K -770 -51%
SIC
2317
Sterling Investment Counsel
New York
$271K +$1.6K +5 +0.7%
SRCM
2318
Signature Resources Capital Management
California
$271K – – –
LWM
2319
LongView Wealth Management
Georgia
$269K -$9.6K -30 -4%
Ethos Financial Group
2320
Ethos Financial Group
Pennsylvania
$269K +$7.03K +22 +3%
CRI
2321
Colonial River Investments
Virginia
$269K -$9.9K -31 -4%
ICM
2322
Intrepid Capital Management
Florida
$269K – – –
WFA
2323
Websterrogers Financial Advisors
South Carolina
$267K – – –
Cascade Financial Partners
2324
Cascade Financial Partners
California
$267K +$233K +730 New
EWM
2325
EPG Wealth Management
Georgia
$267K +$10.2K +32 +5%