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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
AP
926
Appleton Partners
Massachusetts
$201K – – –
GAM
927
Gould Asset Management
California
$200K +$197K +2,635 New
ZB
928
Zions Bancorporation
Utah
$199K -$38.3K -511 -16%
TF
929
Tompkins Financial
New York
$199K – – –
WEC
930
Winslow Evans & Crocker
Massachusetts
$198K -$18.3K -244 -9%
FFC
931
First Financial Corp
Indiana
$197K -$117K -1,565 -38%
FMLI
932
Fukoku Mutual Life Insurance
Japan
$197K – – –
Carson Wealth (CWM LLC)
933
Carson Wealth (CWM LLC)
Nebraska
$195K +$128K +1,708 +197%
ECM
934
Estabrook Capital Management
New York
$193K – – –
PFBT
935
Parkside Financial Bank & Trust
Missouri
$187K +$34.3K +458 +23%
WA
936
WealthTrust-Arizona
Arizona
$186K +$82.9K +1,107 +82%
CFA
937
CT Financial Advisors
Pennsylvania
$185K -$38.1K -509 -17%
WP
938
WealthPLAN Partners
Nebraska
$182K +$274K +3,661 New
MME
939
Meag Munich Ergo
Germany
$180K – – –
AIM
940
Anchor Investment Management
South Carolina
$179K -$19.5K -260 -10%
EDRE
941
Edmond de Rothschild (Europe)
Luxembourg
$177K – – –
FNBSF
942
First National Bank Sioux Falls
South Dakota
$175K – – –
KT
943
Kanaly Trust
Texas
$173K -$1.12K -15 -0.7%
PFSC
944
Peoples Financial Services Corp
Pennsylvania
$171K – – –
JCM
945
Jacobi Capital Management
Pennsylvania
$170K +$171K +2,277 New
KF
946
Krilogy Financial
Missouri
$169K +$49.4K +660 +42%
AAC
947
Asset Advisors Corp
Georgia
$166K +$11.2K +150 +7%
GLI
948
Guardian Life Insurance
New York
$165K +$2.17K +29 +1%
MCM
949
Manchester Capital Management
Vermont
$156K – – –
LJHT
950
Laurie J. Hall Trustee
$143K – – –