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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1451
Proficio Capital Partners
Massachusetts
$110K +$22.7K +171 +27%
AIM
1452
Acropolis Investment Management
Missouri
$110K +$108K +810 New
OC
1453
Oakworth Capital
Alabama
$109K +$10.6K +80 +11%
CCM
1454
Cribstone Capital Management
Maine
$106K -$1.28M -9,657 -92%
BCA
1455
Berman Capital Advisors
Georgia
$100K +$33.2K +250 +51%
SIAP
1456
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$100K +$53.4K +402 +119%
MA
1457
MCF Advisors
Kentucky
$99K – – –
HCA
1458
Horan Capital Advisors
Ohio
$98K +$96.3K +725 New
EWM
1459
Endurance Wealth Management
Rhode Island
$97K +$9.3K +70 +11%
WAS
1460
Winch Advisory Services
Wisconsin
$96K -$5.18K -39 -5%
DOA
1461
D'Orazio & Associates
Virginia
$95K – – –
LFA
1462
Legacy Financial Advisors
Kentucky
$95K +$28.8K +217 +45%
ME
1463
McIlrath & Eck
Washington
$93K +$2.92K +22 +3%
MIFH
1464
Migdal Insurance & Financial Holdings
Israel
$91K +$89.7K +675 New
IWP
1465
Icon Wealth Partners
Texas
$90K +$88.1K +663 New
BAM
1466
Bruderman Asset Management
New York
$89K -$33.9K -255 -28%
Credit Agricole
1467
Credit Agricole
France
$88K -$13.3K -100 -13%
TCM
1468
Tradewinds Capital Management
Washington
$88K +$133 +1 +0.2%
SCA
1469
Stuart Chaussee & Associates
California
$87K +$75.7K +570 +760%
LWM
1470
Lenox Wealth Management
Ohio
$86K -$5.98K -45 -7%
TFGT
1471
TS Financial Group (TSFG)
Illinois
$84K +$82.4K +620 New
CBT
1472
Central Bank & Trust
Kentucky
$83K -$97.5K -734 -54%
CYG
1473
Clean Yield Group
Vermont
$83K -$41.8K -315 -34%
BCI
1474
Brinker Capital Investments
Pennsylvania
$82K +$75K +565 +1,449%
PCTC
1475
Perkins Coie Trust Company
Washington
$81K – – –