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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CNBT
601
Canandaigua National Bank & Trust
New York
$4.79M +$499K +1,839 +12%
AAS
602
Ameritas Advisory Services
Nebraska
$4.79M +$1.98M +7,299 +68%
ACM
603
Alpha Capital Management
Texas
$4.78M -$1.05M -3,874 -18%
SAM
604
Silvercrest Asset Management
New York
$4.75M +$127K +468 +3%
ACM
605
Argyle Capital Management
Pennsylvania
$4.73M -$32.6K -120 -0.7%
GVAG
606
Great Valley Advisor Group
Delaware
$4.73M +$995K +3,666 +27%
ACM
607
Altrius Capital Management
North Carolina
$4.71M -$41.5K -153 -0.9%
WJWM
608
Williams Jones Wealth Management
New York
$4.7M
PPW
609
Parcion Private Wealth
Washington
$4.7M +$46.1K +170 +1%
MAM
610
Marketfield Asset Management
New York
$4.69M
AC
611
Abbrea Capital
California
$4.68M +$2.71K +10 +0.1%
AIM
612
Artemis Investment Management
United Kingdom
$4.62M +$4.59M +16,921 New
FM
613
Foster & Motley
Ohio
$4.61M +$324K +1,193 +8%
TCM
614
Twin Capital Management
Pennsylvania
$4.61M -$64.6K -238 -1%
TCA
615
Trifecta Capital Advisors
Illinois
$4.6M +$566K +2,088 +14%
GAM
616
Griffin Asset Management
New York
$4.6M -$219K -809 -5%
GWM
617
Geneos Wealth Management
Colorado
$4.6M +$40.1K +148 +0.9%
FMC
618
First Merchants Corp
Indiana
$4.6M -$52.6K -194 -1%
MC
619
Mathes Company
New York
$4.6M -$224K -825 -5%
FFWA
620
FRG Family Wealth Advisors
Washington
$4.59M -$28.8K -106 -0.6%
Members Trust
621
Members Trust
Florida
$4.58M -$676K -2,491 -13%
KA
622
Kintegral Advisory
New York
$4.55M -$2.71K -10 -0.1%
AWP
623
Ascent Wealth Partners
New York
$4.53M -$69.4K -256 -2%
B
624
Bailard
California
$4.52M +$25.5K +94 +0.6%
RWS
625
Resolute Wealth Strategies
Mississippi
$4.52M -$25.8K -95 -0.6%