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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LFS
801
Legacy Financial Strategies
Kansas
$1.48M -$678 -4 -0%
BG
802
Bahl & Gaynor
Ohio
$1.48M +$67.7K +399 +5%
JIC
803
Johnson Investment Counsel
Ohio
$1.47M +$33.1K +195 +2%
PF
804
Phoenix Financial
Israel
$1.46M -$1.05M -6,164 -43%
HIM
805
HawsGoodwin Investment Management
Tennessee
$1.46M -$30.4K -179 -2%
IA
806
IFP Advisors
Florida
$1.46M -$14.1K -83 -1%
DSN
807
D. Scott Neal
Kentucky
$1.46M -$5.09K -30 -0.4%
CK
808
Cohen Klingenstein
New York
$1.46M
CI
809
Conning Inc
Connecticut
$1.46M -$27.1K -160 -2%
SCM
810
Spreng Capital Management
Ohio
$1.45M +$22.9K +135 +2%
CCG
811
Cypress Capital Group
Florida
$1.45M
BS
812
Boenning & Scattergood
Pennsylvania
$1.45M +$27.1K +160 +2%
LS
813
Livforsakringsbolaget Skandia
Sweden
$1.44M +$407K +2,400 +44%
SWM
814
SeaCrest Wealth Management
New York
$1.44M -$9.67K -57 -0.7%
CCC
815
Crescent Capital Consulting
Louisiana
$1.43M +$1.33M +7,846 New
APA
816
American Portfolios Advisors
New York
$1.43M +$57.5K +339 +5%
GFA
817
Gifford Fong Associates
California
$1.42M
MAM
818
Morse Asset Management
Connecticut
$1.42M +$131K +775 +11%
SBIA
819
Sheaff Brock Investment Advisors
Indiana
$1.42M -$4.04M -23,797 -75%
GJIC
820
Gamble Jones Investment Counsel
California
$1.42M -$102K -600 -7%
VC
821
Veracity Capital
Georgia
$1.41M +$146K +860 +12%
ANB
822
Amarillo National Bank
Texas
$1.41M
VAS
823
Vestmark Advisory Solutions
Massachusetts
$1.41M +$43.4K +256 +3%
MCM
824
MV Capital Management
Maryland
$1.41M +$302K +1,783 +30%
WT
825
Washington Trust
Rhode Island
$1.4M -$58.7K -346 -4%