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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
JSC
551
Jackson Square Capital
California
$5.45M +$849K +3,128 +19%
EA
552
Ellsworth Advisors
Ohio
$5.43M -$26.3K -97 -0.4%
NIM
553
Northeast Investment Management
Massachusetts
$5.43M -$31.7K -117 -0.6%
GRP
554
Global Retirement Partners
California
$5.42M +$153K +564 +3%
KWA
555
Kingswood Wealth Advisors
California
$5.41M -$214K -789 -5%
VFA
556
Valeo Financial Advisors
Indiana
$5.39M +$224K +827 +4%
ADL
557
Asset Dedication LLC
California
$5.38M -$201K -742 -4%
WS
558
Wedbush Securities
California
$5.34M -$276K -1,017 -5%
Luther King Capital Management (LKCM)
559
Luther King Capital Management (LKCM)
Texas
$5.33M -$22.2K -82 -0.4%
SL
560
Summitry LLC
California
$5.33M -$8.95K -33 -0.2%
SS
561
Simplicity Solutions
Minnesota
$5.3M -$439K -1,617 -8%
FLI
562
Family Legacy Inc
South Carolina
$5.29M -$3.25K -12 -0.1%
HCMT
563
Highland Capital Management (Tennessee)
Tennessee
$5.26M -$397K -1,462 -7%
MYLI
564
Meiji Yasuda Life Insurance
Japan
$5.25M +$2.14M +7,874 +69%
RBC
565
Romano Brothers & Co
Illinois
$5.23M -$17.1K -63 -0.3%
BC
566
Burney Company
Virginia
$5.2M -$18.4K -68 -0.4%
VWM
567
Valley Wealth Managers
New Jersey
$5.18M -$617K -2,275 -11%
VA
568
Vident Advisory
Georgia
$5.18M +$5.15M +18,967 New
CAM
569
Columbia Asset Management
Michigan
$5.18M -$122K -450 -2%
RG
570
Retirement Group
California
$5.18M -$1.9K -7 -0%
KJWM
571
Kiley Juergens Wealth Management
Washington
$5.17M
PRC
572
Pearl River Capital
Michigan
$5.17M +$5.13M +18,922 New
NRS
573
Neville Rodie & Shaw
New York
$5.16M -$2.17K -8 -0%
BCCM
574
Bridge Creek Capital Management
Massachusetts
$5.13M -$115K -425 -2%
RIM
575
Reliant Investment Management
Tennessee
$5.07M +$118K +435 +2%