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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SAA
1076
Southeast Asset Advisors
Georgia
$4.44M -$483K -698 -10%
DWM
1077
Diversify Wealth Management
Utah
$4.44M +$2.84M +4,097 +296%
PTC
1078
Private Trust Company
Ohio
$4.44M -$144K -208 -3%
BWM
1079
Bernard Wealth Management
Michigan
$4.42M +$193K +279 +5%
UB
1080
Umpqua Bank
Oregon
$4.42M -$268K -387 -6%
CD
1081
Chapin Davis
Maryland
$4.41M -$524K -756 -11%
VPF
1082
Vantage Point Financial
Illinois
$4.39M +$13.2K +19 +0.3%
CIC
1083
Crawford Investment Counsel
Georgia
$4.38M -$97K -140 -2%
VRM
1084
Vectors Research Management
New York
$4.37M -$125K -180 -3%
FNBSF
1085
First National Bank Sioux Falls
South Dakota
$4.37M -$1.39K -2 -0%
CB
1086
CNB Bank
Pennsylvania
$4.36M -$152K -220 -3%
MWM
1087
Massachusetts Wealth Management
Massachusetts
$4.35M -$145K -210 -3%
SSW
1088
Stone Summit Wealth
Florida
$4.35M -$364K -525 -8%
OPCM
1089
Osborne Partners Capital Management
California
$4.35M -$69.3K -100 -2%
IAIM
1090
International Assets Investment Management
Florida
$4.31M -$187K -270 -4%
BFW
1091
Brady Family Wealth
Missouri
$4.3M +$177K +256 +4%
KC
1092
Kinloch Capital
Virginia
$4.3M -$2.71M -3,911 -39%
AA
1093
Advisory Alpha
Michigan
$4.28M +$179K +258 +4%
EIP
1094
Ellis Investment Partners
Pennsylvania
$4.27M -$11.8K -17 -0.3%
SCP
1095
Seizert Capital Partners
Michigan
$4.27M -$1.06M -1,524 -20%
TIA
1096
Trust Investment Advisors
Indiana
$4.24M -$521K -752 -11%
BFO
1097
Biltmore Family Office
North Carolina
$4.24M -$17.3K -25 -0.4%
MAMA
1098
Myriad Asset Management Advisors
Florida
$4.24M +$24.9K +36 +0.6%
WAM
1099
Weatherly Asset Management
California
$4.23M -$39.5K -57 -0.9%
First Manhattan
1100
First Manhattan
New York
$4.23M +$958K +1,383 +30%