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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
2351
Centric Wealth Management
Illinois
$336K -$1.94K -5 -0.5%
AWM
2352
Angeles Wealth Management
California
$336K +$30.3K +78 +9%
MF
2353
Manchester Financial
California
$336K -$776 -2 -0.2%
CNC
2354
Citizens & Northern Corp
Pennsylvania
$336K – – –
ZB
2355
Zions Bancorporation
Utah
$335K +$30.3K +78 +9%
JC
2356
JB Capital
Connecticut
$335K -$33K -85 -8%
Cohen & Steers
2357
Cohen & Steers
New York
$334K +$64.4K +166 +22%
VCAM
2358
Van Cleef Asset Management
Ohio
$334K – – –
ORC
2359
O'Rourke & Company
Massachusetts
$334K -$53.9K -139 -13%
EFG
2360
Embree Financial Group
Illinois
$332K -$53.9K -139 -13%
CWA
2361
Canvas Wealth Advisors
Kansas
$331K +$33.4K +86 +10%
APW
2362
Aventura Private Wealth
Florida
$331K +$354K +913 New
CIC
2363
Chase Investment Counsel
Virginia
$331K – – –
JJBC
2364
James J. Burns & Company
New York
$331K +$388 +1 +0.1%
LTI
2365
Laffer Tengler Investments
Tennessee
$331K -$227K -585 -39%
NAG
2366
Northstar Advisory Group
New Jersey
$331K -$4.65K -12 -1%
SRCM
2367
Signature Resources Capital Management
California
$331K -$1.16K -3 -0.3%
DA
2368
Drake & Associates
Wisconsin
$330K -$6.98K -18 -2%
PI
2369
Pettee Investors
Connecticut
$329K – – –
ASBI
2370
American State Bank (Iowa)
Iowa
$329K +$1.55K +4 +0.4%
CW
2371
Cook Wealth
North Carolina
$329K – – –
WWC
2372
Waypoint Wealth Counsel
Georgia
$328K +$30.3K +78 +9%
AFW
2373
Avantra Family Wealth
Pennsylvania
$328K +$351K +905 New
SNBOSCI
2374
Security National Bank of Sioux City Iowa
Iowa
$328K – – –
HIA
2375
HTG Investment Advisors
Connecticut
$327K – – –