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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CCT
1301
Chemung Canal Trust
New York
$223K -$94.7K -600 -28%
BI
1302
Ballast Inc
Kentucky
$222K
HFA
1303
High Falls Advisors
New York
$222K +$9.16K +58 +4%
MPWT
1304
MassMutual Private Wealth & Trust
Connecticut
$222K -$10.9K -69 -4%
AAM
1305
American Asset Management
Florida
$221K
CCM
1306
Chickasaw Capital Management
Tennessee
$221K
MJP
1307
Michael J. Puzo
$221K
MCM
1308
Monarch Capital Management
Indiana
$221K +$15.8K +100 +7%
CFA
1309
Capstone Financial Advisors
Illinois
$221K +$236K +1,497 New
LJHT
1310
Laurie J. Hall Trustee
$220K -$15.8K -100 -6%
BF
1311
Blankinship & Foster
California
$218K
WCF
1312
West Coast Financial
California
$217K +$11.7K +74 +5%
CA
1313
CapWealth Advisors
Tennessee
$216K -$6.32K -40 -3%
SCA
1314
Sage Capital Advisors
South Dakota
$214K +$1.26K +8 +0.6%
RPG
1315
Risk Paradigm Group
Texas
$213K -$16.6K -105 -7%
IWA
1316
Intercontinental Wealth Advisors
Texas
$213K
CA
1317
Cornerstone Advisory
Maryland
$212K -$25.6K -162 -10%
QC
1318
QCM Cayman
Texas
$212K +$227K +1,438 New
CPIG
1319
Chicago Partners Investment Group
Illinois
$211K +$11.7K +74 +5%
BPM
1320
Bowling Portfolio Management
Ohio
$209K -$3.16M -20,017 -93%
ACM
1321
AUA Capital Management
Pennsylvania
$209K +$39.5K +250 +21%
BW
1322
Bison Wealth
Georgia
$208K +$4.58K +29 +2%
Aristotle Capital Management
1323
Aristotle Capital Management
California
$207K +$11.8K +75 +6%
CGT
1324
Capital Guardian Trust
California
$206K
HFBOT
1325
Home Federal Bank of Tennessee
Tennessee
$206K