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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MCIM
726
Meadow Creek Investment Management
Georgia
$610K +$596K +6,578 New
FBC
727
Fairfield, Bush & Co
Connecticut
$609K
CWM
728
Concert Wealth Management
California
$608K -$1.09M -12,074 -65%
TSW
729
Thompson Siegel & Walmsley
Virginia
$608K
IAA
730
Independent Advisor Alliance
North Carolina
$595K +$570K +6,286 New
SMC
731
Smith, Moore & Co
Missouri
$592K -$124K -1,364 -18%
SCM
732
Southport Capital Management
Tennessee
$591K +$63.4K +700 +12%
ISB
733
Iowa State Bank
Iowa
$589K +$239K +2,632 +71%
CCM
734
Crossvault Capital Management
Texas
$587K -$113K -1,250 -17%
FWM
735
Frontier Wealth Management
Missouri
$586K +$9.06K +100 +2%
FCBT
736
First Citizens Bank & Trust
North Carolina
$581K -$1.81K -20 -0.3%
UR
737
USCA RIA
Texas
$579K -$321K -3,547 -36%
NQWM
738
Northwest Quadrant Wealth Management
Oregon
$579K +$565K +6,237 New
CI
739
Capital International
California
$575K
WA1
740
Wimmer Associates 1
California
$570K +$81.2K +896 +17%
PTC
741
Private Trust Company
Ohio
$568K -$61.4K -677 -10%
TSWM
742
Triangle Securities Wealth Management
North Carolina
$566K -$47.1K -520 -8%
Cetera Investment Advisers
743
Cetera Investment Advisers
Illinois
$565K -$11.9K -131 -2%
Mackenzie Financial
744
Mackenzie Financial
Ontario, Canada
$558K +$16.1K +178 +3%
SCP
745
Sandhill Capital Partners
New York
$558K +$36.8K +406 +7%
Jones Financial Companies
746
Jones Financial Companies
Missouri
$557K +$14.2K +157 +3%
BIC
747
Bridges Investment Counsel
Nebraska
$557K +$35.9K +396 +7%
HTC
748
Haverford Trust Company
Pennsylvania
$548K +$250K +2,758 +88%
DIA
749
Denver Investment Advisors
Colorado
$537K
BRWA
750
B. Riley Wealth Advisors
Florida
$536K +$27.7K +306 +6%