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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BCB
926
Brian C. Broderick
$256K
BC
927
Bartlett & Co
Ohio
$255K -$21.5K -250 -8%
RMCM
928
Reynders McVeigh Capital Management
Massachusetts
$255K +$258K +3,006 New
BWA
929
Burt Wealth Advisors
Maryland
$254K -$22.8K -265 -8%
SOAMC
930
Spirit of America Management Corp
New York
$254K
WPC
931
Waters Parkerson & Co
Louisiana
$254K +$3.87K +45 +2%
FWM
932
Frontier Wealth Management
Missouri
$254K +$17.2K +200 +7%
ACA
933
Anchor Capital Advisors
Massachusetts
$253K
HCM
934
Harvey Capital Management
Florida
$253K
SHWM
935
Smith & Howard Wealth Management
Georgia
$251K -$1.38K -16 -0.5%
TB
936
Terril Brothers
Missouri
$250K
Aristotle Capital Management
937
Aristotle Capital Management
California
$249K -$86 -1 -0%
EIM
938
Emerson Investment Management
Massachusetts
$248K
EMG
939
Ellington Management Group
Connecticut
$246K +$249K +2,896 New
CCM
940
CrestPoint Capital Management
Missouri
$246K +$249K +2,900 New
MCM
941
Mengis Capital Management
Oregon
$245K +$1.72K +20 +0.7%
JFGIW
942
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$244K -$121K -1,408 -33%
AI
943
Accredited Investors
Minnesota
$243K +$258 +3 +0.1%
TYCC
944
Texas Yale Capital Corp
Florida
$242K
SCA
945
Salient Capital Advisors
Texas
$242K +$246K +2,857 New
SFU
946
Stonehage Fleming (UK)
United Kingdom
$241K -$43K -500 -15%
ACM
947
Apex Capital Management
Ohio
$237K -$14K -163 -6%
CAM
948
Carret Asset Management
New York
$237K +$4.3K +50 +2%
CAI
949
Capital Advisors Inc
Oklahoma
$234K
AAMU
950
Amundi Asset Management US
Massachusetts
$233K -$31.7K -369 -12%