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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ISB
951
Iowa State Bank
Iowa
$595K -$39.6K -265 -6%
SFP
952
Shepherd Financial Partners
Massachusetts
$595K +$653K +4,372 New
HCM
953
HMS Capital Management
Tennessee
$595K +$655K +4,383 New
FCBT
954
First Citizens Bank & Trust
North Carolina
$594K +$267K +1,785 +69%
Cerity Partners
955
Cerity Partners
New York
$591K +$233K +1,561 +56%
SBWM
956
Sunflower Bank Wealth Management
Arizona
$586K
NSAM
957
North Star Asset Management
Wisconsin
$585K +$2.99K +20 +0.5%
RM
958
Resource Management
Louisiana
$582K +$4.03K +27 +0.6%
First Manhattan
959
First Manhattan
New York
$580K +$448 +3 +0.1%
IA
960
IFG Advisory
Georgia
$580K +$8.37K +56 +1%
BIM
961
Baldwin Investment Management
Pennsylvania
$580K +$639K +4,275 New
BHIA
962
Birch Hill Investment Advisors
Massachusetts
$579K
WSCM
963
Wellington Shields Capital Management
New York
$577K -$747 -5 -0.1%
TAM
964
Taurus Asset Management
New York
$576K
ANRIA
965
American National Registered Investment Advisor
Texas
$575K
CB
966
Cadence Bank
Mississippi
$570K
PTC
967
Philadelphia Trust Company
Pennsylvania
$570K
DAM
968
Diamant Asset Management
Connecticut
$566K
APP
969
Avantax Planning Partners
Iowa
$565K -$36.9K -247 -6%
DSC
970
Duncker Streett & Co
Missouri
$559K
SWA
971
Sutton Wealth Advisors
Florida
$559K
AIM
972
Anchor Investment Management
South Carolina
$558K +$59K +395 +11%
RMDI
973
R.M. Davis Inc
Maine
$556K -$159K -1,062 -21%
ST
974
Smithfield Trust
Pennsylvania
$556K -$42.6K -285 -7%
OC
975
Oarsman Capital
Wisconsin
$556K