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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BBA
1176
Braun-Bostich & Associates
Pennsylvania
$343K -$145K -1,096 -30%
BDF
1177
Balasa Dinverno & Foltz
$343K -$31.8K -241 -9%
LSAG
1178
Lake Street Advisors Group
New Hampshire
$342K +$36.3K +275 +12%
MFG
1179
Magnus Financial Group
New York
$341K -$19.3K -146 -6%
Jones Financial Companies
1180
Jones Financial Companies
Missouri
$338K -$21.1K -160 -6%
BSPF
1181
British Steel Pension Fund
United Kingdom
$337K -$357K -2,701 -52%
RIM
1182
Regent Investment Management
Kentucky
$337K
SIA
1183
Starfire Investment Advisers
Michigan
$333K
TAM
1184
Trillium Asset Management
Massachusetts
$332K
BCI
1185
Brinker Capital Investments
Pennsylvania
$332K +$242K +1,833 +303%
GSWM
1186
Golden State Wealth Management
California
$331K +$78.6K +595 +32%
SAM
1187
Seelaus Asset Management
New Jersey
$329K
LC
1188
LCNB Corp
Ohio
$328K
BAM
1189
Barrett Asset Management
New York
$327K
LCM
1190
LVM Capital Management
Michigan
$324K -$39.6K -300 -11%
WBG
1191
Wharton Business Group
Pennsylvania
$324K
GLA
1192
Good Life Advisors
Pennsylvania
$324K +$31.6K +239 +11%
ZF
1193
Zhang Financial
Michigan
$323K -$35.7K -270 -10%
SEIA
1194
Signature Estate & Investment Advisors
California
$322K -$368K -2,787 -54%
WRM
1195
Weybosset Research & Management
Rhode Island
$321K
GAM
1196
Gould Asset Management
California
$320K +$39.6K +300 +15%
CA
1197
Claro Advisors
Massachusetts
$319K +$10.4K +79 +3%
BFPW
1198
BOK Financial Private Wealth
Colorado
$319K +$16.5K +125 +6%
IP
1199
Isthmus Partners
Wisconsin
$318K +$309K +2,336 New
LIC
1200
Lodestar Investment Counsel
Illinois
$317K -$117K -885 -28%