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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
1076
Sargent Investment Group
Maryland
$1.06M +$239K +1,138 +31%
CA
1077
Continuum Advisory
Idaho
$1.06M +$741K +3,535 +234%
RSWM
1078
Robertson Stephens Wealth Management
California
$1.06M -$68.2K -325 -6%
IP
1079
Investment Partners
Ohio
$1.06M +$1.68K +8 +0.2%
TNBTD
1080
Trustmark National Bank Trust Department
Mississippi
$1.06M +$7.55K +36 +0.8%
SIMG
1081
Sonora Investment Management Group
Arizona
$1.06M +$44.3K +211 +5%
Loomis, Sayles & Company
1082
Loomis, Sayles & Company
Massachusetts
$1.06M -$781K -3,725 -44%
Fidelity International
1083
Fidelity International
Bermuda
$1.05M -$2.12M -10,112 -68%
IHL
1084
Investment House LLC
California
$1.05M -$21K -100 -2%
GC
1085
Garde Capital
Washington
$1.05M – – –
EIA
1086
Eldridge Investment Advisors
New Hampshire
$1.05M – – –
DHFB
1087
Dixon Hubard Feinour & Brown
Virginia
$1.05M – – –
HCA
1088
Heck Capital Advisors
Wisconsin
$1.05M -$5.66K -27 -0.6%
NCM
1089
Narwhal Capital Management
Georgia
$1.04M +$984K +4,690 New
SFG
1090
SevenBridge Financial Group
Pennsylvania
$1.04M -$195K -928 -17%
BFO
1091
Biltmore Family Office
North Carolina
$1.04M -$52.4K -250 -5%
CIAS
1092
Capital Investment Advisory Services
North Carolina
$1.04M +$78.6K +375 +9%
GAM
1093
Grandview Asset Management
Pennsylvania
$1.03M +$43K +205 +5%
BP
1094
Ballentine Partners
Massachusetts
$1.03M +$128K +611 +15%
JSC
1095
Jackson Square Capital
California
$1.03M -$7.34K -35 -0.8%
HNWAG
1096
High Net Worth Advisory Group
Florida
$1.03M +$105K +500 +12%
ESCM
1097
Echo Street Capital Management
New York
$1.03M -$1.26K -6 -0.1%
BS
1098
Bessemer Securities
New York
$1.03M +$965K +4,603 New
CSB
1099
City State Bank
Iowa
$1.02M +$7.97K +38 +0.8%
NIPH
1100
NN Investment Partners Holdings
Netherlands
$1.02M +$335K +1,595 +53%