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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CB
1001
CNB Bank
Pennsylvania
$531K
WMG
1002
WESCAP Management Group
California
$530K
NB
1003
Nicolet Bankshares
Wisconsin
$529K -$11.8K -75 -2%
SMFS
1004
Squar Milner Financial Services
California
$529K
SFG
1005
Summit Financial Group
West Virginia
$528K
AF
1006
Advisornet Financial
Minnesota
$525K +$24.9K +158 +5%
WDA
1007
Wendell David Associates
New Hampshire
$524K
ERIM
1008
Eagle Ridge Investment Management
Connecticut
$521K
KFA
1009
Kelleher Financial Advisors
New York
$520K -$2.68K -17 -0.5%
AF
1010
Arrow Financial
New York
$519K +$42.6K +270 +8%
FWP
1011
FAS Wealth Partners
Kansas
$517K -$60.6K -384 -10%
BDF
1012
Balasa Dinverno & Foltz
$517K -$9.47K -60 -2%
AIA
1013
Allegis Investment Advisors
Idaho
$517K +$85K +538 +18%
Fuller & Thaler Asset Management
1014
Fuller & Thaler Asset Management
California
$516K -$253K -1,600 -31%
SFG
1015
SNS Financial Group
Minnesota
$513K -$162K -1,026 -23%
DIA
1016
Davidson Investment Advisors
Montana
$511K -$15.8K -100 -3%
SIA
1017
Sit Investment Associates
Minnesota
$508K
DJSG
1018
D.J. St. Germain
Massachusetts
$506K +$542K +3,430 New
TMAM
1019
Tokio Marine Asset Management
Japan
$501K -$27.6K -175 -5%
PCG
1020
Private Capital Group
Connecticut
$501K -$21.9K -139 -4%
SRSA
1021
S.R. Schill & Associates
Washington
$499K -$42.3K -268 -7%
MWAC
1022
Mariner Wealth Advisors (Cincinnati)
Ohio
$499K +$64K +405 +14%
WG
1023
Winton Group
United Kingdom
$498K -$5.61M -35,510 -91%
APA
1024
American Portfolios Advisors
New York
$495K +$24.6K +156 +5%
LSAG
1025
Lake Street Advisors Group
New Hampshire
$493K +$18K +114 +4%