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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
KFS
1326
Kurt F. Somerville
$530K -$42.1K -200 -6%
9WM
1327
9258 Wealth Management
Ohio
$528K +$58.4K +277 +10%
CAMG
1328
CWA Asset Management Group
Florida
$526K -$9.69K -46 -2%
EBWM
1329
Eagle Bluffs Wealth Management
Missouri
$526K – – –
IWA
1330
Intercontinental Wealth Advisors
Texas
$525K -$143K -677 -19%
HWA
1331
HHM Wealth Advisors
Tennessee
$522K -$21.1K -100 -3%
HH
1332
Hilltop Holdings
Texas
$522K -$7.38K -35 -1%
MIAS
1333
Mason Investment Advisory Services
Virginia
$522K -$1.88M -8,918 -75%
TSS
1334
Two Sigma Securities
New York
$520K -$992K -4,706 -62%
FMN
1335
Financial Management Network
California
$520K -$55.4K -263 -8%
BST
1336
Bath Savings Trust
Maine
$519K -$1.05K -5 -0.2%
AWM
1337
Accurate Wealth Management
Florida
$519K +$19K +90 +3%
WPC
1338
Wedmont Private Capital
Pennsylvania
$516K +$91.5K +434 +18%
IB
1339
Intrust Bank
Kansas
$515K -$5.9K -28 -1%
T
1340
TOBAM
France
$512K +$39.4K +187 +7%
6F
1341
626 Financial
Michigan
$511K -$56.7K -269 -9%
WP
1342
Wealthspan Partners
Iowa
$511K -$14.8K -70 -2%
CG
1343
Corundum Group
Colorado
$511K +$15.6K +74 +3%
GP
1344
Girard Partners
Pennsylvania
$511K +$16K +76 +3%
HWA
1345
HCR Wealth Advisors
California
$509K – – –
MCA
1346
Martin Capital Advisors
Texas
$509K – – –
V
1347
VeraBank
Texas
$507K – – –
MBTD
1348
Mechanics Bank - Trust Department
California
$504K – – –
FIA
1349
Foundations Investment Advisors
Arizona
$504K +$135K +640 +28%
LS
1350
Livforsakringsbolaget Skandia
Sweden
$503K -$253K -1,200 -30%