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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1026
AlphaCrest Capital Management
New York
$521K +$511K +3,846 New
FB
1027
Fulton Bank
Pennsylvania
$520K +$3.19K +24 +0.6%
THWM
1028
Taylor Hoffman Wealth Management
Virginia
$519K -$6.91K -52 -1%
TPWA
1029
TRUE Private Wealth Advisors
Oregon
$519K +$124K +934 +32%
SIM
1030
Sonora Investment Management
Arizona
$516K +$403K +3,035 +393%
ST
1031
Smithfield Trust
Pennsylvania
$515K
PA
1032
Probity Advisors
Texas
$514K +$101K +764 +25%
TFS
1033
Thoroughbred Financial Services
Tennessee
$513K +$664 +5 +0.1%
OC
1034
Oarsman Capital
Wisconsin
$509K +$6.64K +50 +1%
RA
1035
RFG Advisory
Alabama
$508K +$12.2K +92 +3%
CI
1036
Capital Innovations
Wisconsin
$507K -$120K -900 -19%
NGA
1037
Naples Global Advisors
Florida
$506K +$6.64K +50 +1%
OCM
1038
Orleans Capital Management
Louisiana
$503K +$493K +3,715 New
CPO
1039
Cerity Partners OCIO
New York
$501K -$41.4K -312 -8%
CHA
1040
Carmichael Hill & Associates
Maryland
$501K -$14.6K -110 -3%
WLIM
1041
White Lighthouse Investment Management
Massachusetts
$501K
BMC
1042
Benin Management Corp
Connecticut
$499K
AWM
1043
Avior Wealth Management
Nebraska
$497K +$133 +1 +0%
FNBSF
1044
First National Bank Sioux Falls
South Dakota
$496K
TL
1045
Tirschwell & Loewy
New York
$495K -$23.2K -175 -5%
RCG
1046
Rock Creek Group
District of Columbia
$492K +$31.6K +238 +7%
BBA
1047
Braun-Bostich & Associates
Pennsylvania
$489K -$72.9K -549 -13%
BCM
1048
Brasada Capital Management
Texas
$489K
Rockefeller Capital Management
1049
Rockefeller Capital Management
New York
$489K +$261K +1,962 +119%
WP
1050
WMS Partners
Maryland
$487K