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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
2376
Kendall Capital Management
Maryland
$238K – – –
RGC
2377
Roberts, Glore & Co
Illinois
$238K – – –
MAM
2378
McLean Asset Management
Virginia
$237K +$8.67K +25 +4%
DA
2379
Dover Advisors
Virginia
$237K +$5.2K +15 +2%
DA
2380
Drake & Associates
Wisconsin
$237K -$62.4K -180 -20%
BTWM
2381
Brass Tax Wealth Management
Ohio
$237K +$246K +710 New
CWP
2382
Core Wealth Partners
California
$236K +$34.7K +100 +16%
BOS
2383
Bank of Stockton
California
$236K +$245K +708 New
Legacy Financial Group (Iowa)
2384
Legacy Financial Group (Iowa)
Iowa
$236K – – –
GP
2385
Geneva Partners
Wisconsin
$235K -$4.96M -14,291 -95%
OWM
2386
Orgel Wealth Management
Wisconsin
$235K – – –
JFL
2387
Jarislowsky, Fraser Ltd
Quebec, Canada
$235K -$127K -367 -34%
AIA
2388
Angeles Investment Advisors
California
$234K -$148K -426 -38%
LA
2389
Lynch & Associates
Indiana
$234K – – –
GFPC
2390
Global Financial Private Client
Florida
$234K – – –
FI
2391
Fractal Investments
Connecticut
$233K – – –
MWM
2392
Meritas Wealth Management
California
$233K – – –
NCM
2393
Northside Capital Management
Oregon
$233K – – –
SRC
2394
Stone Run Capital
New York
$233K – – –
KIA
2395
Knollwood Investment Advisory
Maryland
$233K +$243K +700 New
KWM
2396
Keebeck Wealth Management
Illinois
$233K – – –
TC
2397
Trilogy Capital
California
$232K +$242K +698 New
AP
2398
Adero Partners
California
$232K +$241K +696 New
CCG
2399
Chatham Capital Group
Georgia
$232K – – –
BDF
2400
Black Diamond Financial
Maryland
$231K +$240K +692 New