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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Grantham, Mayo, Van Otterloo & Co (GMO)
801
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$993K +$874K +6,300 New
IFWM
802
Institute for Wealth Management
Colorado
$993K +$874K +6,301 New
GC
803
Garde Capital
Washington
$991K +$55.5K +400 +7%
WTB
804
Washington Trust Bank
Washington
$968K +$93.8K +676 +12%
CONA
805
Capital One National Association
New York
$966K -$52.7K -380 -6%
TL
806
Tirschwell & Loewy
New York
$965K
SC
807
SouthState Corp
Florida
$965K +$57.6K +415 +7%
WSC
808
Wellington Shields & Co
New York
$961K
FDS
809
Freedom Day Solutions
Texas
$961K +$846K +6,100 New
DWT
810
Dorsey & Whitney Trust
South Dakota
$957K
RMDI
811
R.M. Davis Inc
Maine
$955K +$46.7K +337 +6%
CPIA
812
Cornell Pochily Investment Advisors
New York
$953K +$839K +6,048 New
CL
813
CPWM LLC
Washington
$952K
LC
814
Lourd Capital
California
$950K +$836K +6,030 New
FBC
815
Fairfield, Bush & Co
Connecticut
$945K
GLA
816
Great Lakes Advisors
Illinois
$939K +$9.57K +69 +1%
FCIM
817
Fairview Capital Investment Management
California
$936K -$26.9K -194 -3%
WT
818
Washington Trust
Rhode Island
$936K -$9.71K -70 -1%
PL
819
Plancorp LLC
Missouri
$935K +$26.5K +191 +3%
CCA
820
Checchi Capital Advisers
California
$933K +$106K +765 +15%
DHFB
821
Dixon Hubard Feinour & Brown
Virginia
$925K -$97.1K -700 -11%
OAM
822
Oppenheimer Asset Management
New York
$920K
CI
823
Capital Innovations
Wisconsin
$920K +$394K +2,840 +95%
GXMC
824
Global X Management Company
New York
$918K +$112K +811 +16%
PWAP
825
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$915K -$14.6K -105 -2%