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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UF
1226
Univest Financial
Pennsylvania
$1.6M -$53.1K -137 -3%
NFSG
1227
Newbridge Financial Services Group
Florida
$1.59M +$205K +528 +14%
AIS
1228
AM Investment Strategies
Tennessee
$1.59M – – –
BCP
1229
Blue Chip Partners
Michigan
$1.59M -$4.27K -11 -0.3%
TCWM
1230
Total Clarity Wealth Management
Illinois
$1.59M +$10.5K +27 +0.6%
SFFS
1231
Stonehage Fleming Financial Services
Jersey
$1.59M – – –
OHIS
1232
Oak Harvest Investment Services
Texas
$1.58M +$44.6K +115 +3%
FHA
1233
Flagship Harbor Advisors
Massachusetts
$1.58M -$239K -616 -12%
CWS
1234
Confluence Wealth Services
Pennsylvania
$1.58M -$60.5K -156 -4%
IGGA
1235
Iron Gate Global Advisors
Utah
$1.58M +$388K +1,000 +30%
SAW
1236
Signal Advisors Wealth
Michigan
$1.57M -$68.6K -177 -4%
CC
1237
Courier Capital
New York
$1.57M -$298K -768 -15%
ANB
1238
Amarillo National Bank
Texas
$1.57M – – –
First Manhattan
1239
First Manhattan
New York
$1.57M +$63.6K +164 +4%
WFS
1240
Widmann Financial Services
Maryland
$1.57M -$36.8K -95 -2%
FIM
1241
Freedom Investment Management
Connecticut
$1.56M +$156K +401 +10%
XF
1242
XML Financial
Maryland
$1.56M +$119K +307 +8%
SIA
1243
Sit Investment Associates
Minnesota
$1.56M – – –
WT
1244
Washington Trust
Rhode Island
$1.56M -$1.94K -5 -0.1%
EWA
1245
EverSource Wealth Advisors
Alabama
$1.56M +$178K +458 +12%
CCA
1246
Cobblestone Capital Advisors
New York
$1.55M – – –
OIA
1247
Optimum Investment Advisors
Illinois
$1.55M -$48.5K -125 -3%
WorldQuant Millennium Advisors
1248
WorldQuant Millennium Advisors
New York
$1.55M +$271K +700 +20%
WIC
1249
Wilkins Investment Counsel
Massachusetts
$1.55M +$446K +1,150 +37%
SIA
1250
Strategic Investment Advisors
Michigan
$1.55M -$60.9K -157 -4%