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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1026
Milestone Asset Management
Pennsylvania
$4.9M +$2.65M +3,821 +124%
ABTD
1027
Arvest Bank Trust Division
Oklahoma
$4.89M +$3.43M +4,951 +254%
CWS
1028
Confluence Wealth Services
Pennsylvania
$4.88M +$568K +820 +14%
LFS
1029
Legacy Financial Strategies
Kansas
$4.87M +$2.27M +3,275 +91%
BCM
1030
Becker Capital Management
Oregon
$4.87M +$6.93K +10 +0.1%
IP
1031
Ignite Planners
California
$4.86M +$71.3K +103 +2%
HA
1032
Huntleigh Advisors
Missouri
$4.86M +$422K +609 +10%
APP
1033
Avantax Planning Partners
Iowa
$4.85M +$693 +1 +0%
GIC
1034
Generali Investments CEE
Czech Republic
$4.85M -$1.06M -1,529 -18%
WFC
1035
Western Financial Corp
California
$4.85M +$4.74M +6,842 New
LJCM
1036
Lee Johnson Capital Management
Texas
$4.84M +$4.73M +6,825 New
SCA
1037
STALEY CAPITAL ADVISERS
Pennsylvania
$4.82M – – –
KA
1038
KLCM Advisors
Wisconsin
$4.81M -$929K -1,341 -17%
CSI
1039
Cross Staff Investments
New York
$4.8M -$197K -285 -4%
KRS
1040
Kentucky Retirement Systems
Kentucky
$4.77M +$16.3M +23,467 +81%
HCA
1041
Harbor Capital Advisors
Illinois
$4.76M -$708K -1,022 -13%
LFM
1042
LGT Fund Management
Liechtenstein
$4.76M -$907K -1,309 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
1043
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.75M +$2.6M +3,750 +127%
ERIC
1044
Eagle Rock Investment Company
Georgia
$4.75M – – –
SIG
1045
Sargent Investment Group
Maryland
$4.74M -$47.1K -68 -1%
HCM
1046
Howland Capital Management
Massachusetts
$4.74M – – –
BCWM
1047
Bartlett & Co Wealth Management
Ohio
$4.73M -$118K -171 -3%
CGPCS
1048
Capital Group Private Client Services
California
$4.72M +$108K +156 +2%
BA
1049
Bellwether Advisors
Nebraska
$4.72M -$306K -442 -6%
WANY
1050
Wealthspire Advisors (New York)
New York
$4.7M -$990K -1,429 -18%