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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
851
Vector Wealth Management
Minnesota
$347K +$10.1K +121 +3%
MPI
852
Mairs & Power Inc
Minnesota
$347K +$69.7K +839 +24%
BA
853
BKS Advisors
Michigan
$347K +$360K +4,332 New
SCM
854
Southport Capital Management
Tennessee
$345K
FBFS
855
First Business Financial Services
Wisconsin
$344K +$22.5K +271 +7%
ACPU
856
Arrowgrass Capital Partners (US)
Delaware
$344K +$357K +4,294 New
JFGIW
857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$343K -$3.91K -47 -1%
AGM
858
Alpine Global Management
New York
$341K -$674K -8,114 -66%
CC
859
Cognios Capital
Kansas
$340K
NG
860
Northstar Group
New York
$339K +$168K +2,026 +92%
PVWM
861
Point View Wealth Management
New Jersey
$335K -$10.9K -131 -3%
GIS
862
Guardian Investor Services
New York
$335K
RCAG
863
Rehmann Capital Advisory Group
Michigan
$331K -$163K -1,967 -32%
CCM
864
Catawba Capital Management
Virginia
$330K
PL
865
Plancorp LLC
Missouri
$327K +$339K +4,080 New
KT
866
Kanaly Trust
Texas
$324K -$144K -1,728 -30%
MAM
867
Mizuho Asset Management
Japan
$323K +$112K +1,348 +50%
VC
868
Vicus Capital
Pennsylvania
$321K +$2.91K +35 +0.9%
ARMT
869
Amica Retiree Medical Trust
Rhode Island
$320K
DAM
870
Deltec Asset Management
New York
$320K
PRC
871
Platte River Capital
Colorado
$320K +$332K +4,000 New
CAM
872
Cypress Asset Management
Texas
$315K -$1.27M -15,257 -79%
FSC
873
Fiduciary Services Corp
Georgia
$313K -$8.64K -104 -3%
YCM
874
Yorkville Capital Management
New York
$312K
RB
875
Rodgers Brothers
Pennsylvania
$312K +$324K +3,895 New