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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1276
Crawford Investment Counsel
Georgia
$625K -$30.6K -148 -5%
PP
1277
PrairieView Partners
Minnesota
$624K +$2.28K +11 +0.4%
RPC
1278
Rossmore Private Capital
Connecticut
$624K +$92.3K +446 +20%
WP
1279
WealthShield Partners
North Carolina
$623K -$106K -512 -16%
FHA
1280
Flagship Harbor Advisors
Massachusetts
$623K +$15.9K +77 +3%
BRWM
1281
B. Riley Wealth Management
Tennessee
$621K +$555K +2,679 New
RW
1282
Rede Wealth
Virginia
$620K
NP
1283
NorthRock Partners
Minnesota
$619K -$103K -499 -16%
OWM
1284
Opes Wealth Management
California
$618K
RIG
1285
Renaissance Investment Group
Massachusetts
$617K +$18.2K +88 +3%
QCG
1286
Quadrant Capital Group
Ohio
$617K +$55.9K +270 +11%
FI
1287
Fosun International
China
$612K +$105K +505 +24%
WCM
1288
Windsor Capital Management
Arizona
$607K -$50.3K -243 -8%
P
1289
Pitcairn
Pennsylvania
$607K +$39.7K +192 +8%
SFSG
1290
Sound Financial Strategies Group
Mississippi
$606K -$234K -1,128 -30%
BCA
1291
Berman Capital Advisors
Georgia
$606K +$65.2K +315 +14%
BFM
1292
Boston Financial Management
Massachusetts
$603K -$53.8K -260 -9%
MA
1293
Montag & Associates
Georgia
$603K
BONST
1294
Bank of Nova Scotia Trust
Ontario, Canada
$603K +$207 +1 +0%
Artisan Partners
1295
Artisan Partners
Wisconsin
$602K +$537K +2,594 New
LSV Asset Management
1296
LSV Asset Management
Illinois
$602K +$538K +2,600 New
PIM
1297
Perpetual Investment Management
Australia
$601K
WP
1298
WealthSource Partners
California
$601K +$38.7K +187 +8%
NSAM
1299
North Star Asset Management
Wisconsin
$600K
APG
1300
Abacus Planning Group
South Carolina
$599K -$146K -707 -21%