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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1126
Circle Wealth Management
New Jersey
$366K +$375K +2,884 New
ACM
1127
Advent Capital Management
New York
$365K -$4.49M -34,530 -92%
BST
1128
Bath Savings Trust
Maine
$365K
MCM
1129
MV Capital Management
Maryland
$365K +$22.1K +170 +6%
OIA
1130
OneDigital Investment Advisors
Kansas
$365K +$125K +957 +50%
PAA
1131
Peregrine Asset Advisers
Oregon
$364K -$3.64M -27,960 -91%
CAM
1132
CenterStar Asset Management
Illinois
$364K
V
1133
VeraBank
Texas
$363K +$371K +2,855 New
SMFG
1134
Sumitomo Mitsui Financial Group
Japan
$363K +$372K +2,862 New
Jones Financial Companies
1135
Jones Financial Companies
Missouri
$362K -$113K -870 -23%
RT
1136
Rockland Trust
Massachusetts
$362K -$41.1K -316 -10%
KFS
1137
Kurt F. Somerville
$362K -$26K -200 -7%
HA
1138
Halsey Associates
Connecticut
$362K +$32.5K +250 +10%
ASC
1139
Atalanta Sosnoff Capital
New York
$361K +$369K +2,838 New
OCM
1140
One Capital Management
California
$359K -$16.3K -125 -4%
LCM
1141
LVM Capital Management
Michigan
$359K +$58.3K +448 +19%
MWM
1142
Merriman Wealth Management
Washington
$358K +$16.3K +125 +5%
SSG
1143
Summit Securities Group
New York
$356K -$299K -2,300 -45%
MLFP
1144
MPS Loria Financial Planners
Illinois
$356K +$520 +4 +0.1%
P
1145
Pitcairn
Pennsylvania
$356K +$1.56K +12 +0.4%
Carson Wealth (CWM LLC)
1146
Carson Wealth (CWM LLC)
Nebraska
$356K +$104K +797 +40%
IIC
1147
Ironwood Investment Counsel
Arizona
$355K +$1.04K +8 +0.3%
AC
1148
Abbrea Capital
California
$353K -$83.9K -645 -19%
ACG
1149
Allen Capital Group
Nebraska
$353K +$2.08K +16 +0.6%
GWMIA
1150
Global Wealth Management Investment Advisory
Florida
$353K +$361K +2,778 New