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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
676
Azimuth Capital Management
Michigan
$2.77M
HTC
677
Haverford Trust Company
Pennsylvania
$2.77M +$11.1K +48 +0.4%
MIAN
678
Mariner Independent Advisor Network
Kansas
$2.75M +$361K +1,565 +14%
PA
679
Profund Advisors
Maryland
$2.74M +$303K +1,310 +12%
EWM
680
Evercore Wealth Management
New York
$2.74M +$49.4K +214 +2%
BOC
681
Barbara Oil Co
Illinois
$2.72M
PCA
682
Pallas Capital Advisors
Massachusetts
$2.72M +$200K +868 +7%
CCT
683
Country Club Trust
Missouri
$2.72M +$259K +1,122 +10%
SWM
684
Segment Wealth Management
Texas
$2.71M
IA
685
IndexIQ Advisors
New York
$2.71M -$39.7K -172 -1%
GIA
686
Guyasuta Investment Advisors
Pennsylvania
$2.71M
SC
687
Slow Capital
California
$2.7M -$421K -1,824 -13%
SC
688
Shay Capital
New York
$2.68M +$2.84M +12,300 New
B
689
BP
United Kingdom
$2.66M -$1.19M -5,166 -30%
WP
690
Waycross Partners
Kentucky
$2.66M -$189K -818 -6%
CA
691
Cambridge Advisors
Nebraska
$2.64M -$73.7K -319 -3%
Los Angeles Capital Management
692
Los Angeles Capital Management
California
$2.63M +$377K +1,631 +16%
B
693
Bailard
California
$2.62M +$173K +748 +7%
CIC
694
Cornercap Investment Counsel
Georgia
$2.62M +$2.77M +12,015 New
AIP
695
Ameritas Investment Partners
Nebraska
$2.61M -$96.1K -416 -3%
LFDLE
696
La Financiere de L'Echiquier
France
$2.61M
PH
697
Pinnacle Holdings
Oklahoma
$2.61M -$12.2K -53 -0.4%
JPMIA
698
J.P. Marvel Investment Advisors
Massachusetts
$2.6M -$11.1K -48 -0.4%
SLI
699
Sumitomo Life Insurance
Japan
$2.58M -$423K -1,831 -13%
PTC
700
Private Trust Company
Ohio
$2.58M +$780K +3,379 +40%