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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1151
Trillium Asset Management
Massachusetts
$283K – – –
9WM
1152
9258 Wealth Management
Ohio
$283K +$14.2K +111 +5%
BST
1153
Bath Savings Trust
Maine
$282K -$15.3K -120 -5%
CRC
1154
Curi RMB Capital
Illinois
$281K -$39.7K -311 -11%
TAM
1155
Townsend Asset Management
North Carolina
$281K -$30.5K -239 -9%
FMW
1156
Farr Miller & Washington
District of Columbia
$280K – – –
WA1
1157
Wimmer Associates 1
California
$279K +$24.3K +190 +9%
AMG
1158
Advisors Management Group
Wisconsin
$278K +$48.4K +379 +19%
RCA
1159
Ranch Capital Advisors
Florida
$278K +$179K +1,405 +142%
WBG
1160
Wharton Business Group
Pennsylvania
$276K – – –
ZF
1161
Zhang Financial
Michigan
$275K – – –
LC
1162
LCNB Corp
Ohio
$274K – – –
CA
1163
Calton & Associates
Florida
$272K -$18.3K -143 -6%
LAM
1164
L2 Asset Management
Massachusetts
$271K -$94.8K -742 -24%
WRM
1165
Weybosset Research & Management
Rhode Island
$271K – – –
AAM
1166
Augustine Asset Management
Florida
$271K +$299K +2,337 New
PAA
1167
Peregrine Asset Advisers
Oregon
$270K -$11.8K -92 -4%
IAIM
1168
International Assets Investment Management
Florida
$270K +$930K +7,283 New
AWCI
1169
Alpine Woods Capital Investors
New York
$269K – – –
AWA
1170
Acorn Wealth Advisors
Michigan
$269K +$24K +188 +9%
MA
1171
MCF Advisors
Kentucky
$269K +$203K +1,593 +219%
MFG
1172
Magnus Financial Group
New York
$269K +$296K +2,318 New
DI
1173
Diligent Investors
California
$268K -$80.7K -632 -21%
Fiera Capital (Canada)
1174
Fiera Capital (Canada)
Quebec, Canada
$267K +$69K +540 +31%
BCA
1175
Bay Colony Advisors
Massachusetts
$266K -$117K -913 -28%