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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
651
Stratos Wealth Partners
Ohio
$4.44M +$328K +1,265 +9%
KFBMI
652
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.44M
RC
653
RBF Capital
California
$4.44M
ET
654
Equitable Trust
Tennessee
$4.42M -$57.6K -222 -1%
TVWM
655
Tower View Wealth Management
Wisconsin
$4.42M +$212K +817 +6%
ISB
656
Iowa State Bank
Iowa
$4.42M +$87.7K +338 +2%
LC
657
Legacy CG
Texas
$4.38M +$3.84M +14,814 New
NSIM
658
North Star Investment Management
Illinois
$4.38M +$2.59K +10 +0.1%
FFWA
659
FRG Family Wealth Advisors
Washington
$4.37M -$521K -2,010 -12%
CG
660
Castellan Group
Kentucky
$4.37M +$748K +2,885 +24%
ACM
661
Argyle Capital Management
Pennsylvania
$4.37M -$667K -2,573 -15%
CFD
662
Creative Financial Designs
Indiana
$4.35M +$37.1K +143 +1%
IWC
663
Integrated Wealth Concepts
Massachusetts
$4.35M -$432K -1,665 -10%
CICC
664
Capital Investment Counsel (Colorado)
Colorado
$4.35M +$3.82M +14,720 New
RSWM
665
Robertson Stephens Wealth Management
California
$4.35M -$45.9K -177 -1%
Members Trust
666
Members Trust
Florida
$4.34M -$508K -1,960 -12%
MCC
667
Malaga Cove Capital
California
$4.34M -$284K -1,093 -7%
GIA
668
Guyasuta Investment Advisors
Pennsylvania
$4.32M -$13K -50 -0.3%
WB
669
Webster Bank
Connecticut
$4.31M -$19.7K -76 -0.5%
PI
670
Putnam Investments
Massachusetts
$4.27M -$5.08M -19,602 -58%
FCH
671
Freestone Capital Holdings
Washington
$4.22M +$18.2K +70 +0.5%
IPW
672
IronBridge Private Wealth
Texas
$4.21M -$49K -189 -1%
AIMCA
673
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.2M
TW
674
Transform Wealth
Colorado
$4.18M +$34.5K +133 +0.9%
WIS
675
Wright Investors Service
Connecticut
$4.18M +$662K +2,553 +22%