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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BCM
901
Bienville Capital Management
New York
$344K
CWM
902
Concentric Wealth Management
California
$344K
FWP
903
FAS Wealth Partners
Kansas
$344K +$3.05K +30 +0.9%
HA
904
Halsey Associates
Connecticut
$344K +$20.3K +200 +7%
HSA
905
HBK Sorce Advisory
Pennsylvania
$344K +$325K +3,204 New
P
906
Pitcairn
Pennsylvania
$343K +$305 +3 +0.1%
Verition Fund Management
907
Verition Fund Management
Connecticut
$341K -$428K -4,209 -57%
TTWM
908
TCV Trust & Wealth Management
Virginia
$338K
WAM
909
Winslow Asset Management
Ohio
$338K
Lido Advisors
910
Lido Advisors
California
$337K +$319K +3,140 New
TF
911
Tompkins Financial
New York
$334K +$49.3K +485 +19%
AIMCA
912
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$333K -$4.2M -41,300 -93%
SFWA
913
Summit Financial Wealth Advisors
Louisiana
$332K -$68.3K -672 -18%
NPPM
914
North Point Portfolio Managers
Ohio
$330K
LC
915
LCNB Corp
Ohio
$325K -$15.2K -150 -5%
BCB
916
Brian C. Broderick
$325K
SGAM
917
Steinberg Global Asset Management
Florida
$325K
LWAC
918
Laurel Wealth Advisors (California)
California
$325K +$69.4K +683 +29%
IH
919
IFC Holdings
Florida
$324K -$6.71K -66 -2%
CAM
920
Congress Asset Management
Massachusetts
$324K +$3.66K +36 +1%
MCM
921
MV Capital Management
Maryland
$323K +$35.6K +350 +13%
WRM
922
Weybosset Research & Management
Rhode Island
$322K
MCWS
923
McKinley Carter Wealth Services
West Virginia
$321K
CIAS
924
Capital Investment Advisory Services
North Carolina
$320K -$67.3K -663 -18%
PPSG
925
Princeton Portfolio Strategies Group
New Jersey
$320K