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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1026
TD Ameritrade Investment Management
Nebraska
$822K -$188K -1,109 -20%
AIS
1027
AM Investment Strategies
Tennessee
$821K +$765K +4,512 New
OCM
1028
Orleans Capital Management
Louisiana
$815K +$759K +4,475 New
CFD
1029
Creative Financial Designs
Indiana
$813K +$650K +3,832 +605%
BCP
1030
Blackhawk Capital Partners
Wisconsin
$809K -$51.2K -302 -5%
AIL
1031
AGF Investments LLC
Ontario, Canada
$806K -$888K -5,237 -54%
CC
1032
Courier Capital
New York
$806K +$84.8K +500 +13%
CS
1033
Comerica Securities
Michigan
$804K +$17.5K +103 +2%
BFO
1034
Biltmore Family Office
North Carolina
$803K -$51.2K -302 -6%
RBFC
1035
Roman Butler Fullerton & Co
Missouri
$803K +$65.5K +386 +10%
EGM
1036
Engineers Gate Manager
New York
$800K +$169K +995 +29%
FHA
1037
First Horizon Advisors
Tennessee
$799K -$9.5K -56 -1%
SIM
1038
Sonora Investment Management
Arizona
$794K
BHBT
1039
Burke & Herbert Bank & Trust
Virginia
$793K -$3.73K -22 -0.5%
SIA
1040
Sit Investment Associates
Minnesota
$791K
MBTD
1041
Mechanics Bank - Trust Department
California
$790K +$6.44K +38 +0.9%
HFA
1042
High Falls Advisors
New York
$785K +$731K +4,310 New
FNT
1043
First National Trust
Pennsylvania
$783K +$11K +65 +2%
LF
1044
Lantz Financial
Illinois
$781K -$2.37K -14 -0.3%
BPC
1045
Banque Pictet & Cie
Switzerland
$779K -$777K -4,582 -52%
JSC
1046
Jackson Square Capital
California
$774K -$4.58K -27 -0.6%
CNFG
1047
Creegan & Nassoura Financial Group
New Hampshire
$774K
FPCP
1048
Fort Point Capital Partners
California
$773K -$444K -2,616 -38%
PPW
1049
Parcion Private Wealth
Washington
$773K +$12.9K +76 +2%
VCM
1050
Virtue Capital Management
Tennessee
$771K -$325K -1,915 -31%