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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IIC
1051
Ironwood Investment Counsel
Arizona
$354K +$5.49K +43 +1%
EWA
1052
ERTS Wealth Advisors
Michigan
$354K +$390K +3,051 New
USGIU
1053
U.S. Global Investors (USGI)
Texas
$351K +$387K +3,026 New
GTAM
1054
Global Trust Asset Management
Florida
$349K +$130K +1,020 +49%
NC
1055
NewSquare Capital
Pennsylvania
$349K +$378K +2,960 +5,920%
TWI
1056
Thomas White International
Illinois
$349K +$384K +3,010 New
SACTSONJ
1057
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$348K
BP
1058
Ballentine Partners
Massachusetts
$348K +$27.7K +217 +8%
WCM
1059
Windsor Capital Management
Arizona
$346K +$30.4K +238 +9%
NG
1060
Northstar Group
New York
$345K -$16.7K -131 -4%
1IA
1061
1834 Investment Advisors
Wisconsin
$345K -$6.39K -50 -2%
KFS
1062
Kurt F. Somerville
$345K +$380K +2,975 New
CTA
1063
Chesley Taft & Associates
Illinois
$344K -$7.79K -61 -2%
FNBSF
1064
First National Bank Sioux Falls
South Dakota
$344K -$4.47K -35 -1%
RMCM
1065
Reynders McVeigh Capital Management
Massachusetts
$344K +$96.8K +758 +34%
TC
1066
TownSquare Capital
Utah
$343K -$29.1K -228 -7%
ECM
1067
Evergreen Capital Management
Washington
$343K -$27.8K -218 -7%
Vanguard Personalized Indexing Management
1068
Vanguard Personalized Indexing Management
California
$343K +$377K +2,953 New
APG
1069
Abacus Planning Group
South Carolina
$340K -$31.9K -250 -8%
CWM
1070
Concentric Wealth Management
California
$340K
SW
1071
SkyOak Wealth
Michigan
$340K +$56.7K +444 +18%
CCMD
1072
Cypress Capital Management (Delaware)
Delaware
$339K
LDFR
1073
Lehman & Derafelo Financial Resources
Pennsylvania
$339K +$12.8K +100 +4%
RIG
1074
Renaissance Investment Group
Massachusetts
$339K +$63.9K +500 +21%
CFA
1075
Capstone Financial Advisors
Illinois
$339K +$175K +1,371 +88%