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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1126
Congress Asset Management
Massachusetts
$336K +$315K +2,660 New
DT
1127
Diversified Trust
Tennessee
$334K +$313K +2,637 New
BFA
1128
Beacon Financial Advisory
Ohio
$333K -$17.9K -151 -5%
WA
1129
Wealth Architects
California
$333K +$474 +4 +0.2%
AL
1130
Aspiriant LLC
California
$333K +$311K +2,625 New
KPW
1131
Kore Private Wealth
New York
$332K -$5.69K -48 -2%
AT
1132
Arden Trust
Delaware
$331K -$77.9K -657 -20%
RCAG
1133
Rehmann Capital Advisory Group
Michigan
$331K +$6.64K +56 +2%
ClearBridge Investments
1134
ClearBridge Investments
New York
$330K -$264K -2,228 -46%
Walleye Capital
1135
Walleye Capital
New York
$330K +$309K +2,606 New
ACM
1136
Aljian Capital Management
Nevada
$329K
BONST
1137
Bank of Nova Scotia Trust
Ontario, Canada
$329K
RIG
1138
Renaissance Investment Group
Massachusetts
$328K -$38.5K -325 -11%
WMG
1139
WESCAP Management Group
California
$328K
VNA
1140
Valley National Advisers
Pennsylvania
$327K -$25.6K -216 -8%
SPC
1141
Stewart & Patten Company
California
$327K
RT
1142
Rockland Trust
Massachusetts
$325K -$21K -177 -6%
WA1
1143
Wimmer Associates 1
California
$325K -$13.8K -116 -5%
RCA
1144
Ranch Capital Advisors
Florida
$325K -$12.1K -102 -4%
FA
1145
FMA Advisory
Pennsylvania
$324K +$304K +2,560 New
BAM
1146
Barrett Asset Management
New York
$323K +$65.2K +550 +28%
MMC
1147
Mizuho Markets Cayman
Cayman Islands
$323K +$302K +2,550 New
FB
1148
Fulton Bank
Pennsylvania
$322K -$17.8K -150 -6%
DIM
1149
DC Investments Management
Virginia
$322K +$302K +2,546 New
FHC
1150
First Heartland Consultants
Missouri
$320K -$3.44K -29 -1%