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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
QIM
726
Quest Investment Management
Oregon
$883K
WA
727
WBH Advisory
Maryland
$882K -$125K -981 -11%
GT
728
Greenleaf Trust
Michigan
$879K +$16.1K +126 +2%
OIA
729
OneDigital Investment Advisors
Kansas
$872K +$43.2K +338 +5%
TCOT
730
Trust Company of Toledo
Ohio
$868K +$11.9K +93 +1%
SSWM
731
Smith Salley Wealth Management
North Carolina
$859K
AA
732
Argent Advisors
Louisiana
$859K +$111K +872 +13%
CCT
733
Country Club Trust
Missouri
$857K +$102K +802 +12%
IAMOG
734
Investors Asset Management of Georgia
Georgia
$856K
MPI
735
Mairs & Power Inc
Minnesota
$856K +$42.8K +335 +5%
OAM
736
Oak Asset Management
California
$855K +$501K +3,925 +114%
CWP
737
CFM Wealth Partners
Texas
$847K +$8.94K +70 +1%
IP
738
Intellectus Partners
California
$846K -$93.1K -729 -9%
IP
739
Investment Partners
Ohio
$846K +$200K +1,569 +27%
PTC
740
Philadelphia Trust Company
Pennsylvania
$845K -$109K -850 -10%
DWT
741
Dorsey & Whitney Trust
South Dakota
$841K -$11.5K -90 -1%
NFG
742
Nations Financial Group
Iowa
$840K +$2.56K +20 +0.3%
SAM
743
Sequent Asset Management
Texas
$836K -$9.84K -77 -1%
UBV
744
United Bank (Virginia)
Virginia
$835K -$25.5K -200 -3%
Arrowstreet Capital
745
Arrowstreet Capital
Massachusetts
$835K +$920K +7,200 New
HB
746
Homrich & Berg
Georgia
$833K -$92.4K -723 -9%
HPC
747
HM Payson & Co
Maine
$827K -$587K -4,597 -39%
EVC
748
Eidelman Virant Capital
Missouri
$826K
BAC
749
Boys Arnold & Co
North Carolina
$825K -$571K -4,468 -39%
CFGS
750
Concourse Financial Group Securities
Alabama
$824K +$91.5K +716 +11%