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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1501
Trinity Financial Advisors
Ohio
$394K – – –
BRA
1502
Bender Robert & Associates
California
$393K – – –
IIC
1503
Integrated Investment Consultants
Michigan
$392K +$29.4K +142 +9%
CCA
1504
Childress Capital Advisors
Texas
$392K +$138K +666 +65%
FC
1505
Ferris Capital
Massachusetts
$390K – – –
Capstone Investment Advisors
1506
Capstone Investment Advisors
New York
$390K +$266K +1,283 +321%
AC
1507
Addison Capital
Pennsylvania
$389K +$2.07K +10 +0.6%
BCAM
1508
Boston Common Asset Management
Massachusetts
$389K +$4.35K +21 +1%
HI
1509
Hoey Investments
Pennsylvania
$388K -$26.7K -129 -7%
BBNA
1510
Bremer Bank National Association
Minnesota
$388K – – –
HFBOT
1511
Home Federal Bank of Tennessee
Tennessee
$388K +$15.5K +75 +5%
HCM
1512
Hutchinson Capital Management
California
$387K – – –
T
1513
TRUADVICE
Florida
$386K -$206K -993 -37%
1IA
1514
1834 Investment Advisors
Wisconsin
$385K -$76.6K -370 -18%
B
1515
Brightworth
Georgia
$385K -$43.5K -210 -11%
SFG
1516
Sunburst Financial Group
Alabama
$385K – – –
SFO
1517
Stokes Family Office
Louisiana
$384K -$96.1K -464 -22%
CS
1518
Capital Square
Tennessee
$383K -$59K -285 -15%
WDA
1519
Wendell David Associates
New Hampshire
$383K – – –
FAB
1520
First American Bank
Illinois
$383K +$53K +256 +18%
HA
1521
Hamel Associates
New Jersey
$382K +$20.7K +100 +6%
FFC
1522
First Financial Corp
Indiana
$381K – – –
MA
1523
MONECO Advisors
Connecticut
$380K +$7.87K +38 +2%
WRM
1524
Weybosset Research & Management
Rhode Island
$378K -$5.17K -25 -2%
MWM
1525
Minot Wealth Management
Massachusetts
$378K +$53.6K +259 +19%