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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
501
Principle Wealth Partners
Connecticut
$8.59M -$21.7K -68 -0.3%
SL
502
Sentry LLC
Tennessee
$8.59M -$17.3K -54 -0.2%
CGIM
503
Capital Group Investment Management
Singapore
$8.57M -$622K -1,945 -8%
ST
504
Spinnaker Trust
Maine
$8.5M
HFM
505
Hartford Financial Management
Connecticut
$8.4M -$118K -369 -2%
VCM
506
Viewpoint Capital Management
Washington
$8.38M +$4.02M +12,585 +99%
AF
507
Allworth Financial
California
$8.35M +$497K +1,556 +7%
MIG
508
McGuire Investment Group
Rhode Island
$8.24M +$85K +266 +1%
MC
509
Moors & Cabot
Massachusetts
$8.2M -$196K -612 -3%
CCM
510
Coldstream Capital Management
Washington
$8.07M +$3.33M +10,415 +90%
Envestnet Portfolio Solutions
511
Envestnet Portfolio Solutions
Illinois
$8.07M -$3.87M -12,099 -35%
CHC
512
City Holding Co
West Virginia
$8.05M -$22.1K -69 -0.3%
NIC
513
Northwest Investment Counselors
Oregon
$8.03M +$145K +455 +2%
EP
514
Edgestream Partners
New Jersey
$8.03M +$6.47M +20,253 +1,221%
TC
515
TownSquare Capital
Utah
$8M +$1.06M +3,301 +18%
AWM
516
Axxcess Wealth Management
California
$8M +$156K +489 +2%
CNBTD
517
Citizens National Bank Trust Department
Mississippi
$7.91M -$26.8K -84 -0.4%
CICC
518
Capital Investment Counsel (Colorado)
Colorado
$7.89M +$2.17M +6,799 +46%
AFG
519
Atomi Financial Group
New York
$7.87M +$3.16M +9,899 +85%
CAG
520
Crestwood Advisors Group
Massachusetts
$7.84M +$566K +1,770 +9%
KOCAA
521
Knights of Columbus Asset Advisors
Connecticut
$7.81M -$35.5K -111 -0.5%
FMWA
522
Forvis Mazars Wealth Advisors
Missouri
$7.79M -$136K -424 -2%
IC
523
IEQ Capital
California
$7.76M +$669K +2,093 +11%
CM
524
Churchill Management
California
$7.74M +$38K +119 +0.6%
KC
525
Knuff & Co
California
$7.73M -$16K -50 -0.2%