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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1151
Ategra Capital Management
Virginia
$385K +$378K +2,845 New
DI
1152
Diligent Investors
California
$385K -$26.6K -200 -7%
CGL
1153
Clarius Group LLC
Washington
$384K +$377K +2,836 New
RT
1154
Rockland Trust
Massachusetts
$383K -$3.32K -25 -0.9%
OCM
1155
One Capital Management
California
$383K
MLFP
1156
MPS Loria Financial Planners
Illinois
$381K +$664 +5 +0.2%
GFPC
1157
Global Financial Private Capital
Florida
$380K -$2.94M -22,154 -89%
PFM
1158
Parsec Financial Management
North Carolina
$380K -$109K -824 -23%
AssetMark Inc
1159
AssetMark Inc
California
$380K -$64K -482 -15%
PC
1160
Peavine Capital
Nevada
$379K
B
1161
Bailard
California
$379K +$12.8K +96 +4%
KF
1162
Krilogy Financial
Missouri
$377K +$110K +826 +42%
FNB
1163
Farmers National Bank
Kentucky
$377K +$370K +2,786 New
CHA
1164
Cooper/Haims Advisors
New York
$375K
JCM
1165
Jacobi Capital Management
Pennsylvania
$375K +$8.63K +65 +2%
BDF
1166
Balasa Dinverno & Foltz
$374K +$6.24K +47 +2%
WDA
1167
Wendell David Associates
New Hampshire
$373K -$106K -800 -23%
EFS
1168
Econ Financial Services
Pennsylvania
$372K +$81.6K +614 +29%
MCWS
1169
McKinley Carter Wealth Services
West Virginia
$371K -$1.29M -9,678 -78%
SNB
1170
Security National Bank
Nebraska
$371K -$253K -1,903 -41%
FCB
1171
First Command Bank
Texas
$371K
FCFS
1172
First Command Financial Services
Texas
$371K
QCIG
1173
Quad-Cities Investment Group
Iowa
$371K +$133 +1 +0%
BP
1174
Ballentine Partners
Massachusetts
$371K +$14.7K +111 +4%
MHIC
1175
Marble Harbor Investment Counsel
Massachusetts
$369K +$33.2K +250 +10%