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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AMI
701
Amica Mutual Insurance
Rhode Island
$1.5M
ATC
702
Adirondack Trust Company
New York
$1.5M -$2.12K -15 -0.2%
PCIA
703
Prime Capital Investment Advisors
Kansas
$1.48M -$67K -474 -5%
SOAMC
704
Spirit of America Management Corp
New York
$1.48M
CC
705
Cannell & Co
New York
$1.47M
SS
706
Simplicity Solutions
Minnesota
$1.46M +$300K +2,118 +28%
MHIM
707
MacNealy Hoover Investment Management
Ohio
$1.46M +$141 +1 +0%
APA
708
American Portfolios Advisors
New York
$1.46M +$85.3K +603 +7%
NSIM
709
North Star Investment Management
Illinois
$1.46M
AMG
710
Asset Management Group
Connecticut
$1.44M +$6.51K +46 +0.5%
OWD
711
Osborn Williams & Donohoe
Ohio
$1.44M -$6.79K -48 -0.5%
BAC
712
Boys Arnold & Co
North Carolina
$1.44M
LBC
713
Lowe Brockenbrough & Co
Virginia
$1.44M
VWA
714
V Wealth Advisors
Kansas
$1.44M +$62.7K +443 +5%
Fisher Asset Management
715
Fisher Asset Management
Washington
$1.43M +$262K +1,854 +25%
BRWM
716
B. Riley Wealth Management
Tennessee
$1.42M +$1.32M +9,332 New
QFA
717
Quattro Financial Advisors
Texas
$1.42M +$1.31M +9,277 New
BAS
718
Brown Advisory Securities
Maryland
$1.42M -$2.83K -20 -0.2%
RG
719
Renaissance Group
Kentucky
$1.41M
BP
720
Broadleaf Partners
Ohio
$1.4M -$1.74M -12,329 -57%
CF
721
CNA Financial
Illinois
$1.4M
HIIFS
722
Harel Insurance Investments & Financial Services
Israel
$1.4M -$155K -1,097 -11%
ZB
723
Zions Bancorporation
Utah
$1.4M +$1.3M +9,163 New
WA
724
WBH Advisory
Maryland
$1.38M +$56.2K +397 +5%
MS
725
Maven Securities
Jersey
$1.38M +$1.28M +9,042 New