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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GGI
1151
Godsey & Gibb Inc
Virginia
$368K +$159K +1,200 +80%
CGL
1152
Clarius Group LLC
Washington
$366K -$20.1K -152 -5%
P
1153
Pitcairn
Pennsylvania
$363K +$10.7K +81 +3%
SPC
1154
Stewart & Patten Company
California
$362K
DT
1155
Diversified Trust
Tennessee
$362K +$6.74K +51 +2%
LDFR
1156
Lehman & Derafelo Financial Resources
Pennsylvania
$362K +$22.7K +172 +7%
SWM
1157
SVA Wealth Management
Wisconsin
$359K +$264 +2 +0.1%
JWA
1158
JFS Wealth Advisors
Pennsylvania
$358K -$79.3K -600 -19%
HA
1159
Halsey Associates
Connecticut
$358K -$33K -250 -9%
CRC
1160
Curi RMB Capital
Illinois
$357K -$621K -4,700 -64%
VNA
1161
Valley National Advisers
Pennsylvania
$356K -$46.9K -355 -12%
HEIP
1162
Hudson Edge Investment Partners
New Jersey
$355K +$26.4K +200 +8%
ACM
1163
Aljian Capital Management
Nevada
$354K
BONST
1164
Bank of Nova Scotia Trust
Ontario, Canada
$354K
TFO
1165
Tarbox Family Office
California
$354K +$5.55K +42 +2%
HI
1166
Horizon Investments
North Carolina
$354K +$47.2K +357 +16%
C
1167
Cerebellum
California
$352K +$5.68K +43 +2%
BAM
1168
Belpointe Asset Management
Nevada
$350K -$200K -1,510 -37%
GAM
1169
Garrison Asset Management
Arkansas
$350K
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$349K -$9.65K -73 -3%
Rockefeller Capital Management
1171
Rockefeller Capital Management
New York
$347K -$141K -1,064 -29%
CA
1172
Calton & Associates
Florida
$347K +$26.4K +200 +9%
AssetMark Inc
1173
AssetMark Inc
California
$345K -$36.9K -279 -10%
MGIA
1174
Moneta Group Investment Advisors
Missouri
$344K -$376K -2,842 -53%
CAM
1175
Carret Asset Management
New York
$344K +$33K +250 +11%