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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1276
Verity Asset Management
North Carolina
$791K +$418K +1,729 +100%
NSB
1277
Norway Savings Bank
Maine
$791K +$14.5K +60 +2%
EFI
1278
EHP Funds Inc
Canada
$789K +$834K +3,450 New
SIM
1279
Sentry Investment Management
Wisconsin
$786K -$19.3K -80 -2%
AAM
1280
Auxier Asset Management
Oregon
$785K -$26.6K -110 -3%
4WM
1281
44 Wealth Management
Oregon
$784K +$15.5K +64 +2%
SWA
1282
Stratos Wealth Advisors
Ohio
$780K -$56.1K -232 -6%
LNWTC
1283
Laird Norton Wetherby Trust Company
Washington
$779K -$725 -3 -0.1%
WA
1284
Wealth Architects
California
$777K +$967 +4 +0.1%
RB
1285
Rodgers Brothers
Pennsylvania
$777K -$13.3K -55 -2%
BA
1286
Ballast Advisors
Minnesota
$776K +$242 +1 +0%
First Manhattan
1287
First Manhattan
New York
$773K -$47.9K -198 -6%
RPCONE
1288
Retirement Planning Company of New England
Rhode Island
$771K -$3.38K -14 -0.4%
OFG
1289
OmniStar Financial Group
North Carolina
$770K +$522K +2,159 +180%
CIC
1290
Carnegie Investment Counsel
Ohio
$766K -$68.2K -282 -8%
UFF
1291
USA Financial Formulas
Michigan
$760K +$803K +3,323 New
WMP
1292
Wealth Management Partners
Arizona
$759K +$76.9K +318 +11%
FHA
1293
Flagship Harbor Advisors
Massachusetts
$757K +$105K +433 +15%
HCA
1294
Heck Capital Advisors
Wisconsin
$753K -$286K -1,183 -26%
NB
1295
Nicolet Bankshares
Wisconsin
$753K +$112K +465 +16%
HWAM
1296
Hennion & Walsh Asset Management
New Jersey
$748K +$5.56K +23 +0.7%
LWAM
1297
Legacy Wealth Asset Management
Minnesota
$746K -$17.9K -74 -2%
SAM
1298
Sawgrass Asset Management
Florida
$745K – – –
VSQM
1299
V-Square Quantitative Management
Illinois
$744K +$786K +3,253 New
BA
1300
Birinyi Associates
Connecticut
$744K -$242K -1,000 -24%