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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1076
Guardian Investment Management
California
$1.56M -$182K -700 -12%
CPC
1077
Cookson Peirce & Co
Pennsylvania
$1.55M +$1.3K +5 +0.1%
NFG
1078
Nations Financial Group
Iowa
$1.55M +$120K +461 +10%
CIA
1079
Cladis Investment Advisory
Montana
$1.54M -$13K -50 -0.9%
DLA
1080
Douglas Lane & Associates
New York
$1.54M -$24.6K -95 -2%
OMIC
1081
Old Mission Investment Co
Michigan
$1.54M -$10.1K -39 -0.7%
CGL
1082
Clarius Group LLC
Washington
$1.54M -$63.3K -244 -4%
NFA
1083
Northern Financial Advisors
Michigan
$1.54M +$82.8K +319 +7%
KA
1084
Kovack Advisors
Florida
$1.53M -$30.6K -118 -2%
SCM
1085
SOL Capital Management
Maryland
$1.53M +$1.3K +5 +0.1%
ERIC
1086
Eagle Rock Investment Company
Georgia
$1.53M – – –
MI
1087
Motiv8 Investments
Florida
$1.52M +$1.34M +5,154 New
TPI
1088
Trust Point Inc
Wisconsin
$1.52M +$1.33M +5,141 New
HI
1089
Horizon Investments
North Carolina
$1.52M -$1.52M -5,852 -53%
GC
1090
Garde Capital
Washington
$1.51M +$70K +270 +6%
WFM
1091
Wolff Financial Management
Michigan
$1.51M -$4.41K -17 -0.3%
GPA
1092
Garrison Point Advisors
California
$1.51M -$11.7K -45 -0.9%
SIMG
1093
Sonora Investment Management Group
Arizona
$1.5M -$49.5K -191 -4%
IFWM
1094
Institute for Wealth Management
Colorado
$1.5M -$14.3K -55 -1%
GEA
1095
Glen Eagle Advisors
New Jersey
$1.5M -$59.4K -229 -4%
ANB
1096
Amarillo National Bank
Texas
$1.5M -$17.1K -66 -1%
GS
1097
GTS Securities
Florida
$1.5M +$1.1M +4,252 +526%
GC
1098
Gilbert & Cook
Iowa
$1.5M +$49.8K +192 +4%
BCWM
1099
Bartlett & Co Wealth Management
Ohio
$1.5M -$121K -466 -8%
BC
1100
Bartlett & Co
Ohio
$1.5M -$121K -466 -8%