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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1026
Winslow Asset Management
Ohio
$491K +$5.53K +35 +1%
APG
1027
Abacus Planning Group
South Carolina
$490K
CAM
1028
Congress Asset Management
Massachusetts
$490K +$38.2K +242 +8%
RT
1029
Rockland Trust
Massachusetts
$487K -$3.32K -21 -0.6%
BRM
1030
Boston Research & Management
Massachusetts
$483K -$7.89K -50 -2%
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$480K -$19.6K -124 -4%
WA1
1032
Wimmer Associates 1
California
$480K
KFS
1033
Kurt F. Somerville
$479K
CWA
1034
Clarus Wealth Advisors
Arizona
$477K -$187K -1,187 -27%
RI
1035
Ridgewood Investments
New Jersey
$477K -$16.3K -103 -3%
JWA
1036
JFS Wealth Advisors
Pennsylvania
$475K -$189K -1,200 -27%
PFA
1037
Pathway Financial Advisors
Vermont
$472K -$25.3K -160 -5%
CPO
1038
Cerity Partners OCIO
New York
$472K +$164K +1,040 +48%
AA
1039
Ancora Advisors
Ohio
$471K -$77.7K -492 -13%
Jones Financial Companies
1040
Jones Financial Companies
Missouri
$468K -$146K -924 -23%
TTWM
1041
TCV Trust & Wealth Management
Virginia
$467K
CMBA
1042
C.M. Bidwell & Associates
Hawaii
$464K -$216K -1,370 -30%
GW
1043
GW & Wade
Massachusetts
$462K +$54.5K +345 +12%
MCM
1044
MAI Capital Management
Ohio
$462K +$160K +1,016 +48%
TNB
1045
Thomasville National Bank
Georgia
$461K +$63.5K +402 +15%
FGC
1046
Financial Gravity Companies
Texas
$459K +$246K +1,558 +95%
FGAM
1047
Financial Gravity Asset Management
Texas
$459K +$504K +3,192 New
AF
1048
Affiance Financial
Minnesota
$458K -$157K -994 -24%
CIC
1049
Carnegie Investment Counsel
Ohio
$457K -$9.47K -60 -2%
BBNB
1050
Baker Boyer National Bank
Washington
$457K +$94.7K +600 +24%