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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1301
Perpetual Investment Management
Australia
$499K – – –
KPW
1302
Kore Private Wealth
New York
$498K +$208 +1 +0%
MA
1303
MONECO Advisors
Connecticut
$498K +$165K +792 +44%
HWA
1304
Heritage Wealth Advisors
Virginia
$496K +$6.25K +30 +1%
PAA
1305
Peregrine Asset Advisers
Oregon
$496K -$43.3K -208 -7%
FNBSF
1306
First National Bank Sioux Falls
South Dakota
$492K – – –
TC
1307
TwinBeech Capital
New York
$492K +$533K +2,561 New
FHA
1308
Flagship Harbor Advisors
Massachusetts
$491K – – –
BAM
1309
Barrett Asset Management
New York
$490K – – –
CWM
1310
Cornerstone Wealth Management
Missouri
$489K +$66.9K +321 +14%
BC
1311
Bartlett & Co
Ohio
$488K -$3.54K -17 -0.7%
BCWM
1312
Bartlett & Co Wealth Management
Ohio
$488K -$3.54K -17 -0.7%
SFA
1313
Source Financial Advisors
New York
$487K -$8.12K -39 -2%
P
1314
Pitcairn
Pennsylvania
$486K -$7.5K -36 -1%
FMW
1315
Farr Miller & Washington
District of Columbia
$486K +$23.3K +112 +5%
OSNBOA
1316
Old Second National Bank of Aurora
Illinois
$485K – – –
CAM
1317
Cozad Asset Management
Illinois
$484K -$61.4K -295 -10%
9WM
1318
9258 Wealth Management
Ohio
$484K -$4.58K -22 -0.9%
CAM
1319
Carret Asset Management
New York
$482K +$6.25K +30 +1%
BWA
1320
Bordeaux Wealth Advisors
California
$480K – – –
IFG
1321
Investors Financial Group
Minnesota
$477K -$8.12K -39 -2%
1WA
1322
180 Wealth Advisors
Washington
$476K +$34.8K +167 +8%
RW
1323
Rede Wealth
Virginia
$475K -$41.7K -200 -7%
EAM
1324
Evanson Asset Management
California
$474K – – –
FCFC
1325
First Citizens Financial Corp
Iowa
$473K -$57.7K -277 -10%