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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FHC
1151
First Heartland Consultants
Missouri
$320K -$3.44K -29 -1%
CIM
1152
CIM Investment Management
Pennsylvania
$320K – – –
JG
1153
Jefferies Group
New York
$319K -$163K -1,375 -35%
WP
1154
WealthSource Partners
California
$319K -$114K -962 -28%
GC
1155
GFG Capital
Florida
$319K -$2.02K -17 -0.7%
PFM
1156
Parsec Financial Management
North Carolina
$317K – – –
OAM
1157
Optimal Asset Management
California
$316K -$225K -1,900 -43%
CRC
1158
Curi RMB Capital
Illinois
$316K +$9.25K +78 +3%
GP
1159
Girard Partners
Pennsylvania
$315K -$181K -1,529 -38%
P
1160
Pitcairn
Pennsylvania
$315K +$4.27K +36 +1%
JWA
1161
JFS Wealth Advisors
Pennsylvania
$314K – – –
HBT
1162
Hills Bank & Trust
Iowa
$314K +$38.5K +325 +15%
RIM
1163
Regent Investment Management
Kentucky
$313K – – –
DIA
1164
Davidson Investment Advisors
Montana
$312K -$23.7K -200 -8%
BDF
1165
Balasa Dinverno & Foltz
$312K – – –
LC
1166
LCNB Corp
Ohio
$312K +$11.9K +100 +4%
FLPIM
1167
F.L. Putnam Investment Management
Massachusetts
$309K -$17.4K -147 -6%
TAM
1168
Trillium Asset Management
Massachusetts
$309K – – –
SIA
1169
Starfire Investment Advisers
Michigan
$309K +$59.3K +500 +26%
BST
1170
Bath Savings Trust
Maine
$308K – – –
FMW
1171
Farr Miller & Washington
District of Columbia
$305K – – –
TFO
1172
Tarbox Family Office
California
$304K -$31.5K -266 -10%
GWM
1173
Gray Wealth Management
Maine
$304K +$9.48K +80 +3%
AWM
1174
Aberdeen Wealth Management
Illinois
$303K +$27.1K +229 +11%
HIA
1175
Harbor Investment Advisory
Maryland
$302K -$102K -861 -27%