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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GT
626
Greenleaf Trust
Michigan
$3.56M +$397K +1,825 +14%
TWA
627
TCI Wealth Advisors
Arizona
$3.56M +$25K +115 +0.8%
SSB
628
Sandy Spring Bank
Maryland
$3.56M -$200K -917 -6%
TVWM
629
Tower View Wealth Management
Wisconsin
$3.56M -$31.6K -145 -1%
PAS
630
Park Avenue Securities
New York
$3.54M +$550K +2,525 +21%
RF
631
Robbins Farley
New Hampshire
$3.54M -$1.22M -5,612 -28%
VFA
632
Valeo Financial Advisors
Indiana
$3.54M +$58.1K +267 +2%
WB
633
Webster Bank
Connecticut
$3.51M -$23.1K -106 -0.7%
DIP
634
DT Investment Partners
Pennsylvania
$3.51M +$8.71K +40 +0.3%
GAM
635
Griffin Asset Management
New York
$3.5M
GIA
636
Guyasuta Investment Advisors
Pennsylvania
$3.49M +$393K +1,805 +14%
SFS
637
Sowell Financial Services
Arkansas
$3.48M +$3.16M +14,513 New
AAMU
638
AEGON Asset Management (UK)
United Kingdom
$3.42M +$981K +4,506 +46%
EF
639
Empirical Finance
Pennsylvania
$3.41M +$227K +1,041 +8%
PK
640
Pflug Koory
Nebraska
$3.41M -$59.4K -273 -2%
IMOV
641
Investment Management of Virginia
Virginia
$3.4M -$64K -294 -2%
AM
642
AGF Management
Ontario, Canada
$3.39M +$3.08M +14,146 New
AF
643
Arrow Financial
New York
$3.38M -$65.5K -301 -2%
HKIM
644
Hayek Kallen Investment Management
Alabama
$3.37M -$668K -3,069 -18%
CG
645
Castellan Group
Kentucky
$3.36M +$3.05M +14,014 New
GC
646
Gould Capital
Washington
$3.36M -$55.1K -253 -2%
BEC
647
Blue Edge Capital
Virginia
$3.35M +$20.2K +93 +0.7%
BC
648
Burleson & Co
California
$3.33M +$1.19M +5,489 +65%
MGP
649
Metis Global Partners
California
$3.32M +$1.29M +5,940 +75%
PT
650
Plimoth Trust
Massachusetts
$3.31M -$129K -594 -4%