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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
751
Wealthspire Advisors (Maryland)
Maryland
$387K +$398K +5,694 New
FA
752
FDx Advisors
Illinois
$386K -$109K -1,555 -22%
JWA
753
JFS Wealth Advisors
Pennsylvania
$386K +$9.58K +137 +2%
NSIM
754
North Star Investment Management
Illinois
$385K
MHS
755
M Holdings Securities
Oregon
$382K -$50.1K -716 -11%
GAM
756
Garrison Asset Management
Arkansas
$381K +$10.5K +150 +3%
RIL
757
Rothschild Investment LLC
Illinois
$380K -$9.44K -135 -2%
ASN
758
Advisory Services Network
Georgia
$380K +$103K +1,479 +36%
GWM
759
Gupta Wealth Management
California
$379K +$37.3K +534 +11%
CCM
760
Crossvault Capital Management
Texas
$379K +$390K +5,575 New
OC
761
Oarsman Capital
Wisconsin
$376K -$68.5K -980 -15%
FNB
762
Farmers National Bank
Kentucky
$375K +$30.4K +435 +9%
VAM
763
Visium Asset Management
New York
$374K -$399K -5,701 -51%
Acadian Asset Management
764
Acadian Asset Management
Massachusetts
$369K -$3.85K -55 -1%
IT
765
Independence Trust
Tennessee
$367K +$377K +5,399 New
LNWWM
766
Laird Norton Wetherby Wealth Management
California
$365K -$67.7K -968 -15%
KIC
767
Keating Investment Counselors
Florida
$365K +$3.5K +50 +0.9%
SCA
768
Sippican Capital Advisors
Massachusetts
$364K
WPW
769
Waldron Private Wealth
Pennsylvania
$363K -$11.4K -163 -3%
ADL
770
Asset Dedication LLC
California
$362K +$373K +5,330 New
B
771
Barings
North Carolina
$361K -$1.48M -21,100 -80%
Fiera Capital (Canada)
772
Fiera Capital (Canada)
Quebec, Canada
$358K +$369K +5,280 New
ANRIA
773
American National Registered Investment Advisor
Texas
$357K
KFS
774
Kurt F. Somerville
$357K
FFC
775
First Financial Corp
Indiana
$356K -$52.4K -749 -13%