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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FPCP
826
Fort Point Capital Partners
California
$1.02M -$37.6K -268 -4%
WA
827
WBH Advisory
Maryland
$1.02M -$22.8K -162 -2%
OIA
828
OneDigital Investment Advisors
Kansas
$1.02M -$88.6K -631 -8%
DT
829
Diversified Trust
Tennessee
$1.02M +$586K +4,171 +158%
SCA
830
STALEY CAPITAL ADVISERS
Pennsylvania
$1.01M -$281K -2,000 -23%
CFGS
831
Concourse Financial Group Securities
Alabama
$1.01M -$36.7K -261 -4%
OL
832
Optas LLC
Texas
$1.01M +$80.2K +571 +9%
FAIM
833
Financial Advocates Investment Management
Washington
$1.01M +$55.5K +395 +6%
PA
834
PSI Advisors
Florida
$1M -$111K -790 -11%
MYAM
835
Meiji Yasuda Asset Management
Japan
$1M -$610K -4,340 -39%
CT
836
Clearstead Trust
Maine
$999K
NFG
837
Norris Financial Group
South Carolina
$994K +$936K +6,665 New
RA
838
RFG Advisory
Alabama
$994K +$16.9K +120 +2%
PI
839
PEAK6 Investments
Illinois
$993K -$12.4M -88,579 -93%
VIA
840
Vident Investment Advisory
Georgia
$983K -$72.6K -517 -7%
TIA
841
Tiemann Investment Advisors
California
$982K +$14K +100 +2%
MAM
842
Mastrapasqua Asset Management
Tennessee
$973K +$188K +1,335 +26%
DLA
843
Douglas Lane & Associates
New York
$972K -$38.8K -276 -4%
FSA
844
Franklin Street Advisors
North Carolina
$969K
SLAM
845
Swiss Life Asset Management
$964K +$33.9K +241 +4%
BFA
846
Bragg Financial Advisors
North Carolina
$963K +$17.1K +122 +2%
CI Investments Inc
847
CI Investments Inc
Ontario, Canada
$961K +$905K +6,444 New
CPIA
848
Cornell Pochily Investment Advisors
New York
$953K +$4.92K +35 +0.6%
DPIM
849
Duff & Phelps Investment Management
Illinois
$952K
HPC
850
HM Payson & Co
Maine
$951K -$59.7K -425 -6%