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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IA
1201
IFG Advisory
Georgia
$366K +$13.1K +93 +4%
AT
1202
Arden Trust
Delaware
$364K -$23.9K -170 -7%
HBT
1203
Hills Bank & Trust
Iowa
$363K -$6.04K -43 -2%
BST
1204
Bath Savings Trust
Maine
$362K – – –
QCG
1205
Quadrant Capital Group
Ohio
$361K -$133K -946 -28%
FMW
1206
Farr Miller & Washington
District of Columbia
$359K – – –
CAW
1207
Cornerstone Advisors (Washington)
Washington
$359K +$16.4K +117 +5%
SRC
1208
Shufro Rose & Co
New York
$359K +$338K +2,409 New
AL
1209
Aspiriant LLC
California
$358K -$31.2K -222 -8%
ClearBridge Investments
1210
ClearBridge Investments
New York
$358K -$28.5K -203 -8%
HR
1211
Hayden Royal
North Carolina
$358K +$27.8K +198 +9%
RIM
1212
Regent Investment Management
Kentucky
$354K -$14K -100 -4%
AMG
1213
Advisors Management Group
Wisconsin
$354K +$140 +1 +0%
FHC
1214
First Heartland Consultants
Missouri
$353K -$22.9K -163 -6%
DAS
1215
Dynamic Advisor Solutions
Arizona
$352K +$68.1K +485 +26%
TAM
1216
Townsend Asset Management
North Carolina
$351K +$2.81K +20 +0.9%
CAM
1217
Carret Asset Management
New York
$351K +$28.9K +206 +10%
GC
1218
Gilbert & Cook
Iowa
$351K +$38.6K +275 +13%
LB
1219
Leo Brokerage
Texas
$350K +$389K +2,769 New
WBG
1220
Wharton Business Group
Pennsylvania
$349K -$5.62K -40 -2%
IC
1221
IEQ Capital
California
$349K +$328K +2,337 New
VCM
1222
Vivaldi Capital Management
Illinois
$346K +$283K +2,013 New
AWA
1223
Acorn Wealth Advisors
Michigan
$345K -$10.7K -76 -3%
1WA
1224
180 Wealth Advisors
Washington
$345K +$2.39K +17 +0.8%
CRCM
1225
Corbett Road Capital Management
Virginia
$345K +$325K +2,313 New