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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SDJVC
1201
St. Denis J. Villere & Co
Louisiana
$291K – – –
GRP
1202
Global Retirement Partners
California
$289K +$23.8K +159 +8%
OIA
1203
OneDigital Investment Advisors
Kansas
$286K +$109K +729 +53%
DAM
1204
Doheny Asset Management
California
$285K – – –
IIM
1205
Ironwood Investment Management
Massachusetts
$285K – – –
DE
1206
Day & Ennis
Georgia
$285K +$149 +1 +0%
BAM
1207
Berkshire Asset Management
Pennsylvania
$285K +$50.1K +335 +19%
WKWM
1208
Walter & Keenan Wealth Management
Indiana
$284K – – –
VHAM
1209
Van Hulzen Asset Management
California
$284K +$312K +2,090 New
SYBT
1210
Stock Yards Bank & Trust
Kentucky
$281K -$897 -6 -0.3%
BWA
1211
Burt Wealth Advisors
Maryland
$280K -$27.2K -182 -8%
ITIM
1212
Indiana Trust & Investment Management
Indiana
$280K +$13.1K +88 +4%
NCM
1213
Novare Capital Management
North Carolina
$280K +$31.2K +209 +11%
WG
1214
Winton Group
United Kingdom
$279K -$198K -1,323 -39%
Connor, Clark & Lunn Investment Management (CC&L)
1215
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$278K -$9.81M -65,674 -97%
FAM
1216
Flaharty Asset Management
Florida
$277K -$278K -1,860 -48%
PP
1217
Patten & Patten
Tennessee
$274K – – –
WCM
1218
Windsor Capital Management
Arizona
$274K +$299 +2 +0.1%
VIA
1219
Vantage Investment Advisors
Pennsylvania
$273K -$59.8K -400 -17%
SFG
1220
SevenBridge Financial Group
Pennsylvania
$272K -$22.4K -150 -7%
BPB
1221
Badgley, Phelps & Bell
Washington
$272K -$16.4K -110 -5%
BCM
1222
Bienville Capital Management
New York
$271K – – –
CCG
1223
Ceeto Capital Group
Florida
$271K – – –
FHC
1224
First Heartland Consultants
Missouri
$270K -$85K -569 -22%
EWM
1225
Elite Wealth Management
Washington
$270K -$29.9K -200 -9%