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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
OMIC
1128
Old Mission Investment Co
Michigan
$334K -$9.48K -80 -3%
BFA
1129
Beacon Financial Advisory
Ohio
$333K -$17.9K -151 -5%
WA
1130
Wealth Architects
California
$333K +$474 +4 +0.2%
AL
1131
Aspiriant LLC
California
$333K +$311K +2,625 New
KPW
1132
Kore Private Wealth
New York
$332K -$5.69K -48 -2%
AT
1133
Arden Trust
Delaware
$331K -$77.9K -657 -20%
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$331K +$6.64K +56 +2%
ClearBridge Investments
1135
ClearBridge Investments
New York
$330K -$264K -2,228 -46%
Walleye Capital
1136
Walleye Capital
New York
$330K +$309K +2,606 New
ACM
1137
Aljian Capital Management
Nevada
$329K – – –
BONST
1138
Bank of Nova Scotia Trust
Ontario, Canada
$329K – – –
RIG
1139
Renaissance Investment Group
Massachusetts
$328K -$38.5K -325 -11%
WMG
1140
WESCAP Management Group
California
$328K – – –
VNA
1141
Valley National Advisers
Pennsylvania
$327K -$25.6K -216 -8%
SPC
1142
Stewart & Patten Company
California
$327K – – –
RT
1143
Rockland Trust
Massachusetts
$325K -$21K -177 -6%
WA1
1144
Wimmer Associates 1
California
$325K -$13.8K -116 -5%
RCA
1145
Ranch Capital Advisors
Florida
$325K -$12.1K -102 -4%
FA
1146
FMA Advisory
Pennsylvania
$324K +$304K +2,560 New
BAM
1147
Barrett Asset Management
New York
$323K +$65.2K +550 +28%
MMC
1148
Mizuho Markets Cayman
Cayman Islands
$323K +$302K +2,550 New
FB
1149
Fulton Bank
Pennsylvania
$322K -$17.8K -150 -6%
DIM
1150
DC Investments Management
Virginia
$322K +$302K +2,546 New