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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SSB
1001
Sandy Spring Bank
Maryland
$57K -$4.9K -73 -9%
JFA
1002
JNBA Financial Advisors
Minnesota
$57K -$1.68K -25 -3%
LWA
1003
Lenox Wealth Advisors
New York
$57K
CYG
1004
Clean Yield Group
Vermont
$56K +$47.2K +704 New
HCM
1005
Highlander Capital Management
New Jersey
$54K -$7.71K -115 -14%
GI
1006
Gradient Investments
Minnesota
$54K +$7.78K +116 +20%
DOA
1007
D'Orazio & Associates
Virginia
$53K
HCP
1008
Holt Capital Partners
Texas
$52K +$45.6K +680 New
AC
1009
Alexandria Capital
Virginia
$51K +$201 +3 +0.5%
OFS
1010
Orrstown Financial Services
Pennsylvania
$50K
VCM
1011
Vigilant Capital Management
Maine
$50K
JAM
1012
Jolley Asset Management
North Carolina
$46K
WRM
1013
Westport Resources Management
Connecticut
$46K
RFA
1014
Reilly Financial Advisors
California
$44K -$6.71K -100 -15%
DVM
1015
Dreman Value Management
Florida
$43K +$38K +567 New
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$42K -$6.17K -92 -14%
CPIG
1017
Chicago Partners Investment Group
Illinois
$42K +$67 +1 +0.2%
OP
1018
Oldfield Partners
United Kingdom
$38K
FPB
1019
First PREMIER Bank
South Dakota
$34K
BWP
1020
Baldwin Wealth Partners
Massachusetts
$34K +$30.2K +450 New
AWM
1021
Avior Wealth Management
Nebraska
$32K -$10.1K -150 -27%
PIM
1022
Parasol Investment Management
Illinois
$32K
LWM
1023
Lenox Wealth Management
Ohio
$32K +$2.75K +41 +11%
KA
1024
Klingman & Associates
New York
$31K
SFG
1025
Sage Financial Group
Pennsylvania
$31K