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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1151
Carret Asset Management
New York
$297K -$22.2K -175 -7%
AP
1152
Appleton Partners
Massachusetts
$297K +$6.99K +55 +2%
HH
1153
Hilltop Holdings
Texas
$296K -$76.4K -601 -20%
AWA
1154
Acorn Wealth Advisors
Michigan
$296K +$9.15K +72 +4%
CT
1155
Cambridge Trust
Massachusetts
$296K +$14.6K +115 +5%
IP
1156
Isthmus Partners
Wisconsin
$295K
BAAM
1157
Baker Avenue Asset Management
California
$294K -$1.87M -14,726 -86%
BWM
1158
BigSur Wealth Management
Florida
$292K
GFS
1159
GYL Financial Synergies
Connecticut
$292K +$102K +806 +53%
Jones Financial Companies
1160
Jones Financial Companies
Missouri
$291K -$22.9K -180 -7%
LSAG
1161
Lake Street Advisors Group
New Hampshire
$291K -$8.89K -70 -3%
SIAG
1162
Signet Investment Advisory Group
Rhode Island
$291K
VCM
1163
Violich Capital Management
California
$287K
TF
1164
Tompkins Financial
New York
$286K -$85.1K -670 -23%
HBT
1165
Hills Bank & Trust
Iowa
$286K +$21.9K +172 +8%
BA
1166
Bristlecone Advisors
Washington
$285K -$298K -2,349 -51%
CBFP
1167
Cedar Brook Financial Partners
Ohio
$285K -$7.12K -56 -2%
RMCM
1168
Reynders McVeigh Capital Management
Massachusetts
$285K -$6.35K -50 -2%
BPB
1169
Badgley, Phelps & Bell
Washington
$284K +$87.2K +686 +44%
PAA
1170
Peregrine Asset Advisers
Oregon
$283K -$2.48M -19,495 -90%
1WA
1171
180 Wealth Advisors
Washington
$283K +$8K +63 +3%
WA1
1172
Wimmer Associates 1
California
$279K -$88.3K -695 -24%
BWFA
1173
Baltimore-Washington Financial Advisors
Maryland
$279K
AFC
1174
AFT Forsyth & Company
Florida
$278K
IBOK
1175
Independence Bank of Kentucky
Kentucky
$277K +$37.2K +293 +15%