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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
OPS
1051
Orion Portfolio Solutions
Nebraska
$530K +$54.4K +387 +12%
CIA
1052
Choate Investment Advisors
Massachusetts
$529K
AAM
1053
Auxier Asset Management
Oregon
$528K -$45.7K -325 -8%
DAM
1054
Diamant Asset Management
Connecticut
$524K
MBT
1055
Montecito Bank & Trust
California
$524K
PL
1056
Perpetual Ltd
Australia
$522K
SCA
1057
Sippican Capital Advisors
Massachusetts
$522K +$3.51K +25 +0.7%
APG
1058
Abacus Planning Group
South Carolina
$520K
VFP
1059
Verus Financial Partners
Virginia
$520K +$490K +3,487 New
DIM
1060
Delta Investment Management
California
$519K +$140 +1 +0%
WC
1061
Westhampton Capital
North Carolina
$518K
DBIA
1062
Dumont & Blake Investment Advisors
New Jersey
$517K +$9.83K +70 +2%
FMB
1063
Field & Main Bank
Kentucky
$513K +$14K +100 +3%
BA
1064
Ballast Advisors
Minnesota
$512K -$54.1K -385 -10%
SAM
1065
SignalPoint Asset Management
Missouri
$512K +$281 +2 +0.1%
GWSG
1066
GPS Wealth Strategies Group
Colorado
$509K +$479K +3,413 New
EGM
1067
Engineers Gate Manager
New York
$507K -$874K -6,223 -65%
ITIM
1068
Indiana Trust & Investment Management
Indiana
$507K -$28.1K -200 -6%
CWM
1069
Concentric Wealth Management
California
$507K +$70.2K +500 +17%
EI
1070
Ethic Inc
New York
$507K +$96.2K +685 +25%
Rafferty Asset Management
1071
Rafferty Asset Management
New York
$506K +$176K +1,250 +58%
FIM
1072
Fernwood Investment Management
Massachusetts
$502K -$84.3K -600 -15%
PCM
1073
Prelude Capital Management
New York
$502K +$472K +3,363 New
CFS
1074
CRA Financial Services
New Jersey
$501K -$28.1K -200 -6%
SVWAG
1075
Sound View Wealth Advisors Group
Georgia
$500K +$421 +3 +0.1%