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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WP
1451
WealthSource Partners
California
$478K -$177K -880 -28%
MTIC
1452
Missouri Trust & Investment Company
Missouri
$477K +$465K +2,309 New
RIM
1453
Regent Investment Management
Kentucky
$476K – – –
FAFN
1454
First Affirmative Financial Network
Colorado
$476K +$38.3K +190 +9%
A
1455
Astrantus
Cyprus
$476K +$463K +2,300 New
MFC
1456
Mechanics Financial Corp
Ohio
$476K +$463K +2,300 New
WA1
1457
Wimmer Associates 1
California
$474K +$5.84K +29 +1%
ABLA
1458
Alan B. Lancz & Associates
Ohio
$474K +$462K +2,292 New
FIBT
1459
First International Bank & Trust
North Dakota
$473K +$460K +2,286 New
DAM
1460
Derbend Asset Management
Georgia
$472K – – –
SAMT
1461
Select Asset Management & Trust
Pennsylvania
$470K – – –
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1462
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$470K +$457K +2,271 New
AWM
1463
Aberdeen Wealth Management
Illinois
$468K +$13.3K +66 +3%
ACS
1464
Archford Capital Strategies
Illinois
$467K -$13.3K -66 -3%
GB
1465
Goepper Burkhardt
South Carolina
$467K – – –
PL
1466
Pluribus Labs
California
$466K +$454K +2,254 New
LCM
1467
LVM Capital Management
Michigan
$465K – – –
CCM
1468
Compton Capital Management
Rhode Island
$465K +$80.5K +400 +22%
BL
1469
Balentine LLC
Georgia
$465K +$186K +925 +70%
VAFP
1470
Vahanian & Associates Financial Planning
New York
$465K +$453K +2,250 New
DCM
1471
Deuterium Capital Management
Florida
$465K +$453K +2,251 New
FSC
1472
Full Sail Capital
Oklahoma
$463K – – –
TTWM
1473
TCV Trust & Wealth Management
Virginia
$463K +$18.7K +93 +4%
AIM
1474
Avity Investment Management
Connecticut
$458K +$20.1K +100 +5%
GAB
1475
German American Bancorp
Indiana
$457K -$8.46K -42 -2%