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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LGF
1001
LGT Group Foundation
Liechtenstein
$1.38M +$83.2K +344 +6%
FANJ
1002
Financial Architects (New Jersey)
New Jersey
$1.37M -$87K -360 -6%
KMWM
1003
Keudell/Morrison Wealth Management
Oregon
$1.37M -$31.9K -132 -2%
FNBSF
1004
First National Bank Sioux Falls
South Dakota
$1.37M
CCA
1005
Checchi Capital Advisers
California
$1.35M +$61.4K +254 +4%
AWA
1006
Arkadios Wealth Advisors
Georgia
$1.35M -$50.8K -210 -3%
VIA
1007
Vident Investment Advisory
Georgia
$1.35M +$220K +910 +18%
SAM
1008
Sequent Asset Management
Texas
$1.34M
DWA
1009
Dorsey Wright & Associates
California
$1.34M +$1.42M +5,858 New
WTB
1010
Washington Trust Bank
Washington
$1.34M -$103K -425 -7%
TNA
1011
True North Advisors
Texas
$1.34M -$5.32K -22 -0.4%
BMC
1012
Beaton Management Company
Massachusetts
$1.33M -$19.3K -80 -1%
BFA
1013
Benedict Financial Advisors
Georgia
$1.33M +$1.09M +4,524 +351%
AAM
1014
Aureus Asset Management
Massachusetts
$1.33M +$484 +2 +0%
ESB
1015
Essex Savings Bank
Connecticut
$1.32M -$91.9K -380 -6%
SIG
1016
Stonegate Investment Group
Alabama
$1.32M -$25.6K -106 -2%
DPIM
1017
Duff & Phelps Investment Management
Illinois
$1.32M
AWA
1018
Arete Wealth Advisors
Illinois
$1.31M +$28K +116 +2%
MWM
1019
Massachusetts Wealth Management
Massachusetts
$1.31M -$30.2K -125 -2%
SG Americas Securities
1020
SG Americas Securities
New York
$1.3M +$991K +4,100 +256%
GIP
1021
Granite Investment Partners
California
$1.3M +$534K +2,210 +63%
CWP
1022
CFM Wealth Partners
Texas
$1.3M +$45.9K +190 +3%
SIA
1023
Schechter Investment Advisors
Michigan
$1.3M +$18.9K +78 +1%
CCA
1024
Cobblestone Capital Advisors
New York
$1.3M -$24.2K -100 -2%
DFA
1025
DHJJ Financial Advisors
Illinois
$1.29M -$474K -1,960 -26%