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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
V
1101
VeraBank
Texas
$359K – – –
MLFP
1102
MPS Loria Financial Planners
Illinois
$359K +$711 +6 +0.2%
SAM
1103
Seelaus Asset Management
New Jersey
$359K +$47.4K +400 +16%
RFM
1104
Royal Fund Management
Florida
$355K -$2.05M -17,302 -86%
PC
1105
Peavine Capital
Nevada
$354K – – –
CFA
1106
Capstone Financial Advisors
Illinois
$351K -$17.8K -150 -5%
SIAP
1107
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$351K +$356 +3 +0.1%
BP
1108
Ballentine Partners
Massachusetts
$350K -$26.8K -226 -8%
BCM
1109
Brookstone Capital Management
Illinois
$349K -$1.8M -15,151 -85%
BMC
1110
Benin Management Corp
Connecticut
$349K – – –
FCB
1111
First Command Bank
Texas
$348K – – –
FCFS
1112
First Command Financial Services
Texas
$348K – – –
SNB
1113
Security National Bank
Nebraska
$347K – – –
QCIG
1114
Quad-Cities Investment Group
Iowa
$347K +$1.42K +12 +0.4%
1IA
1115
1834 Investment Advisors
Wisconsin
$344K -$29.6K -250 -8%
EI
1116
Ethic Inc
New York
$344K +$26.1K +220 +9%
AP
1117
Atwood & Palmer
Missouri
$342K – – –
NSAM
1118
North Star Asset Management
Wisconsin
$340K – – –
FMLI
1119
Fukoku Mutual Life Insurance
Japan
$339K +$11.9K +100 +4%
RWM
1120
Ritholtz Wealth Management
New York
$339K +$49.1K +414 +18%
EWA
1121
ERTS Wealth Advisors
Michigan
$338K -$44.5K -375 -12%
TMAM
1122
Tokio Marine Asset Management
Japan
$338K +$46.4K +391 +17%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$337K -$28.7K -242 -8%
OWM
1124
Opes Wealth Management
California
$337K – – –
GLA
1125
Good Life Advisors
Pennsylvania
$337K +$19.2K +162 +7%
43 44
45
46 47