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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
RC
626
Roundview Capital
New Jersey
$5.47M +$32.9K +95 +0.6%
PPW
627
Parcion Private Wealth
Washington
$5.4M -$155K -448 -3%
PS
628
Principal Securities
Iowa
$5.39M +$1.75M +5,047 +45%
TCM
629
Twin Capital Management
Pennsylvania
$5.38M +$79.1K +228 +1%
ECM
630
EagleClaw Capital Management
Massachusetts
$5.38M +$198K +570 +4%
LSAG
631
Lake Street Advisors Group
New Hampshire
$5.37M +$44.7K +129 +0.8%
SCP
632
Sandhill Capital Partners
New York
$5.35M -$86.7K -250 -2%
HIC
633
Holderness Investments Company
North Carolina
$5.32M -$20.1K -58 -0.4%
KTM
634
Keeler Thomas Management
Utah
$5.32M -$127K -367 -2%
AssetMark Inc
635
AssetMark Inc
California
$5.31M +$1.72M +4,963 +45%
BC
636
Burney Company
Virginia
$5.31M -$393K -1,133 -7%
WTFG
637
Wells Trecaso Financial Group
Ohio
$5.29M +$16.3K +47 +0.3%
EFS
638
Essex Financial Services
Connecticut
$5.29M +$1.24M +3,587 +30%
SFI
639
Siemens Fonds Invest
Germany
$5.27M -$48.5K -140 -0.9%
KRSITF
640
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.25M -$356K -1,026 -6%
BOH
641
Bank of Hawaii
Hawaii
$5.24M -$39.2K -113 -0.7%
FAIM
642
Financial Advocates Investment Management
Washington
$5.23M -$3.61M -10,406 -40%
EAM
643
Eukles Asset Management
Ohio
$5.21M +$3.81K +11 +0.1%
LC
644
Legacy CG
Texas
$5.19M +$104K +300 +2%
SIM
645
Studio Investment Management
Illinois
$5.19M +$66.6K +192 +1%
ACM
646
Alpha Capital Management
Texas
$5.18M -$196K -566 -4%
NMIMC
647
Northwestern Mutual Investment Management Company
Wisconsin
$5.18M -$205K -590 -4%
TWA
648
TCI Wealth Advisors
Arizona
$5.18M -$564K -1,627 -9%
MIM
649
Montgomery Investment Management
Maryland
$5.16M
IWC
650
Integrated Wealth Concepts
Massachusetts
$5.14M -$365K -1,052 -6%