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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1226
WealthTrust Asset Management
Florida
$919K -$60.4K -271 -7%
CWM
1227
Circle Wealth Management
New Jersey
$914K +$446 +2 +0.1%
CIAS
1228
Capital Investment Advisory Services
North Carolina
$913K -$56.6K -254 -6%
HNWAG
1229
High Net Worth Advisory Group
Florida
$912K -$80K -359 -9%
PWM
1230
Penobscot Wealth Management
Maine
$909K +$27.2K +122 +3%
OAM
1231
Ostrum Asset Management
France
$906K +$446 +2 +0.1%
MHIC
1232
Marble Harbor Investment Counsel
Massachusetts
$905K – – –
VIA
1233
Vident Investment Advisory
Georgia
$904K -$491K -2,204 -37%
LCGC
1234
Legacy Capital Group California
California
$904K +$22.7K +102 +3%
FCIM
1235
Fairview Capital Investment Management
California
$903K – – –
NL
1236
NWAM LLC
Washington
$902K +$322K +1,443 +65%
SIM
1237
Sentry Investment Management
Wisconsin
$902K +$51.3K +230 +7%
RMDI
1238
R.M. Davis Inc
Maine
$897K +$3.12K +14 +0.4%
RB
1239
Rodgers Brothers
Pennsylvania
$897K +$55.7K +250 +7%
P
1240
&Partners
Tennessee
$896K +$15.6K +70 +2%
SAM
1241
Shell Asset Management
Netherlands
$896K -$236K -1,059 -23%
TCA
1242
Transcend Capital Advisors
New Jersey
$895K -$19.2K -86 -2%
DIM
1243
Delta Investment Management
California
$894K – – –
RF
1244
Rollins Financial
Georgia
$893K +$397K +1,782 +96%
First Manhattan
1245
First Manhattan
New York
$893K +$56.4K +253 +7%
OP
1246
ORG Partners
Indiana
$891K +$805K +3,610 New
HW
1247
Hancock Whitney
Mississippi
$889K -$13.8K -62 -2%
FNB
1248
Farmers National Bank
Kentucky
$889K -$41.5K -186 -5%
DBIA
1249
Dumont & Blake Investment Advisors
New Jersey
$888K +$3.34K +15 +0.4%
MS
1250
Maven Securities
Jersey
$888K +$805K +3,609 New