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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
801
Gupta Wealth Management
California
$471K +$361K +4,201 +310%
BBNB
802
Baker Boyer National Bank
Washington
$466K -$12.9K -150 -3%
PTC
803
Private Trust Company
Ohio
$461K +$86 +1 +0%
NIMI
804
Natixis Investment Managers International
France
$460K +$14.6K +170 +3%
NGA
805
Naples Global Advisors
Florida
$458K -$43.5K -506 -9%
MAM
806
Mizuho Asset Management
Japan
$457K +$116K +1,345 +33%
KIC
807
Keating Investment Counselors
Florida
$455K +$20.6K +240 +5%
SCA
808
Sippican Capital Advisors
Massachusetts
$454K
WPC
809
White Pine Capital
Minnesota
$453K -$133K -1,550 -23%
ANRIA
810
American National Registered Investment Advisor
Texas
$453K
TBA
811
Train Babcock Advisors
New York
$450K -$25.8K -300 -5%
BA
812
Birinyi Associates
Connecticut
$445K -$86K -1,000 -16%
KFS
813
Kurt F. Somerville
$445K
WB
814
Webster Bank
Connecticut
$444K -$31.8K -370 -7%
MNBTD
815
Moody National Bank Trust Division
Texas
$443K -$25.4K -295 -5%
OCM
816
One Capital Management
California
$442K +$3.44K +40 +0.8%
OWP
817
Obermeyer Wealth Partners
Colorado
$441K -$5.27M -61,326 -92%
VCM
818
Violich Capital Management
California
$439K -$155K -1,800 -26%
Fiera Capital (Canada)
819
Fiera Capital (Canada)
Quebec, Canada
$432K +$438K +5,095 New
RWA
820
Ropes Wealth Advisors
Massachusetts
$427K
PAM
821
Premier Asset Management
Illinois
$426K -$172K -2,005 -29%
BOTW
822
Bank of the West
California
$425K -$47.3K -550 -10%
BAM
823
Barrett Asset Management
New York
$425K -$43K -500 -9%
B
824
BancorpSouth
Mississippi
$424K
GP
825
Girard Partners
Pennsylvania
$418K -$131K -1,522 -24%