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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DA
776
Denali Advisors
California
$11.8M +$1.18M +1,338 +14%
MCCP
777
Mission Creek Capital Partners
California
$11.7M +$470K +535 +5%
NHT
778
New Hampshire Trust
New Hampshire
$11.7M -$384K -437 -4%
PI
779
PFG Investments
New York
$11.5M +$1.43M +1,633 +18%
BJL
780
Brighton Jones LLC
Washington
$11.5M +$363K +413 +4%
GP
781
Geneva Partners
Wisconsin
$11.4M -$32.5K -37 -0.3%
PFA
782
Perryman Financial Advisory
Texas
$11.4M +$307K +350 +3%
TC
783
Truvestments Capital
Florida
$11.4M -$23.7K -27 -0.3%
MMPW
784
Mitchell McLeod Pugh & Williams
Alabama
$11.3M +$218K +248 +2%
JFG
785
Jefferies Financial Group
New York
$11.3M -$64.2M -73,111 -87%
ITIM
786
Indiana Trust & Investment Management
Indiana
$11.2M +$36.9K +42 +0.4%
GVAG
787
Great Valley Advisor Group
Delaware
$11.2M +$1.25M +1,422 +16%
PWM
788
Perigon Wealth Management
California
$11.2M +$184K +210 +2%
PT
789
Plimoth Trust
Massachusetts
$11.2M -$151K -172 -2%
IWM
790
IHT Wealth Management
Illinois
$11.2M +$219K +249 +2%
PH
791
Pinnacle Holdings
Oklahoma
$11.2M -$374K -426 -4%
MA
792
Modus Advisors
Minnesota
$11.2M -$565K -643 -6%
ONB
793
Old National Bancorp
Indiana
$11.1M +$548K +624 +6%
AG
794
Ascent Group
Virginia
$11M +$3.51M +3,996 +63%
CW
795
CreativeOne Wealth
Kansas
$11M -$1.16M -1,316 -11%
SCA
796
Snowden Capital Advisors
New York
$11M +$691K +787 +8%
ClearBridge Investments
797
ClearBridge Investments
New York
$11M -$2.94M -3,345 -24%
FMC
798
First Merchants Corp
Indiana
$11M +$268K +305 +3%
SMC
799
Smith, Moore & Co
Missouri
$11M -$252K -287 -3%
LA
800
Lifeworks Advisors
Michigan
$11M +$698K +794 +8%