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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KT
951
Kanaly Trust
Texas
$232K -$113K -1,310 -32%
RPGK
952
Retirement Planning Group (Kansas)
Kansas
$232K -$45.7K -531 -16%
AWA
953
Arete Wealth Advisors
Illinois
$232K -$6.36K -74 -3%
SFSG
954
Stearns Financial Services Group
North Carolina
$232K +$7.05K +82 +3%
CC
955
Cognios Capital
Kansas
$231K -$131K -1,523 -36%
SCM
956
Salem Capital Management
Massachusetts
$229K
LC
957
Lourd Capital
California
$229K +$13.6K +158 +6%
ITIM
958
Indiana Trust & Investment Management
Indiana
$228K +$7.74K +90 +3%
MPWT
959
MassMutual Private Wealth & Trust
Connecticut
$228K +$158K +1,843 +726%
IT
960
Independence Trust
Tennessee
$225K -$62.3K -724 -21%
GLI
961
Guardian Life Insurance
New York
$225K
BOS
962
Bingham Osborn & Scarborough
California
$224K
EWMCB
963
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$223K +$226K +2,628 New
TF
964
Tompkins Financial
New York
$222K -$8.6K -100 -4%
WA
965
Wealth Architects
California
$222K
FMLI
966
Fukoku Mutual Life Insurance
Japan
$221K
IH
967
IFC Holdings
Florida
$221K +$1.46K +17 +0.7%
LCOV
968
London Company of Virginia
Virginia
$220K -$34.4K -400 -13%
KWMG
969
King Wealth Management Group
Florida
$220K
PG
970
Patten Group
Tennessee
$220K +$344 +4 +0.2%
BONST
971
Bank of Nova Scotia Trust
Ontario, Canada
$219K
WRM
972
Weybosset Research & Management
Rhode Island
$216K
DIS
973
Diversified Investment Strategies
Louisiana
$216K +$219K +2,550 New
Two Sigma Investments
974
Two Sigma Investments
New York
$211K -$23.2M -269,585 -99%
CW
975
Cobiz Wealth
Colorado
$211K +$214K +2,487 New