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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1276
Waverly Advisors
Alabama
$209K +$3.45K +27 +2%
SC
1277
Schulhoff & Co
Ohio
$208K – – –
HCM
1278
Hutchinson Capital Management
California
$205K +$34K +266 +18%
CHJWM
1279
Carlton Hofferkamp & Jenks Wealth Management
Texas
$205K +$218K +1,710 New
VC
1280
Vicus Capital
Pennsylvania
$203K -$232K -1,813 -51%
MA
1281
MONECO Advisors
Connecticut
$203K -$25.3K -198 -10%
HPWM
1282
Highland Private Wealth Management
Washington
$203K +$1.28K +10 +0.6%
FIM
1283
Freedom Investment Management
Connecticut
$203K +$194K +1,521 New
AA
1284
Ancora Advisors
Ohio
$202K -$69K -540 -24%
GPFA
1285
Game Plan Financial Advisors
Ohio
$202K -$51.1K -400 -19%
SCA
1286
Stonebridge Capital Advisors
Minnesota
$202K +$2.56K +20 +1%
BAS
1287
Brown Advisory Securities
Maryland
$200K -$158K -1,240 -43%
LAIC
1288
Lederer & Associates Investment Counsel
California
$200K +$220K +1,725 New
ARMC
1289
American Research & Management Company
Massachusetts
$199K – – –
GI
1290
Gradient Investments
Minnesota
$196K +$18.5K +145 +9%
BFC
1291
Bedel Financial Consulting
Indiana
$195K +$31.8K +249 +17%
FFC
1292
First Financial Corp
Indiana
$191K -$19.2K -150 -8%
RFA
1293
Reilly Financial Advisors
California
$185K -$11.8K -92 -5%
SWM
1294
Sugarloaf Wealth Management
Georgia
$176K -$588K -4,607 -75%
Capstone Investment Advisors
1295
Capstone Investment Advisors
New York
$175K +$193K +1,509 New
Marshall Wace
1296
Marshall Wace
United Kingdom
$171K +$189K +1,476 New
AIM
1297
Anchor Investment Management
South Carolina
$171K -$12.8K -100 -6%
APW
1298
Acima Private Wealth
Virginia
$165K – – –
ACM
1299
AUA Capital Management
Pennsylvania
$165K – – –
PMFA
1300
Plante Moran Financial Advisors
Michigan
$164K +$45K +352 +33%