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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MGIA
1126
Moneta Group Investment Advisors
Missouri
$422K +$25.4K +182 +7%
WDA
1127
Wendell David Associates
New Hampshire
$421K
VCM
1128
Virtue Capital Management
Tennessee
$419K +$396K +2,840 New
V
1129
VeraBank
Texas
$418K
RT
1130
Rockland Trust
Massachusetts
$417K -$27.2K -195 -6%
CP
1131
Camelot Portfolios
Ohio
$417K -$11.2K -80 -3%
FFSOTS
1132
Fiduciary Financial Services of The Southwest
Texas
$417K -$5.02K -36 -1%
MLFP
1133
MPS Loria Financial Planners
Illinois
$417K +$698 +5 +0.2%
LDFR
1134
Lehman & Derafelo Financial Resources
Pennsylvania
$417K +$21.4K +153 +6%
WA
1135
Wealth Architects
California
$416K -$2.09K -15 -0.5%
PC
1136
Peavine Capital
Nevada
$414K
OAM
1137
Optimal Asset Management
California
$414K +$391K +2,800 New
ACM
1138
Ategra Capital Management
Virginia
$414K +$1.95K +14 +0.5%
SBSB
1139
Sullivan, Bruyette, Speros & Blaney
Virginia
$411K +$279 +2 +0.1%
VNA
1140
Valley National Advisers
Pennsylvania
$411K +$7.67K +55 +2%
BP
1141
Ballentine Partners
Massachusetts
$411K +$10.6K +76 +3%
Financial Engines Advisors
1142
Financial Engines Advisors
California
$411K +$388K +2,781 New
FCB
1143
First Command Bank
Texas
$406K -$9.07K -65 -2%
FCFS
1144
First Command Financial Services
Texas
$406K -$9.07K -65 -2%
SMH
1145
Sanders Morris Harris
Texas
$406K +$171K +1,225 +69%
SNB
1146
Security National Bank
Nebraska
$405K
WCM
1147
Windsor Capital Management
Arizona
$405K +$46.6K +334 +14%
ATPW
1148
Ashton Thomas Private Wealth
Arizona
$404K +$382K +2,736 New
QCIG
1149
Quad-Cities Investment Group
Iowa
$404K +$140 +1 +0%
RWP
1150
RWA Wealth Partners
Massachusetts
$403K +$140 +1 +0%