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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Marshall Wace
1526
Marshall Wace
United Kingdom
$1M -$23M -59,336 -96%
TFA
1527
Toth Financial Advisory
Virginia
$1,000K -$24.4K -63 -2%
VCP
1528
Verus Capital Partners
Arizona
$998K -$1.55K -4 -0.1%
TWA
1529
Trace Wealth Advisors
California
$998K +$1.07M +2,750 New
CWA
1530
Clarus Wealth Advisors
Arizona
$997K -$105K -271 -9%
AA
1531
ABC Arbitrage
France
$997K +$1.07M +2,747 New
KFI
1532
Key Financial Inc
Pennsylvania
$993K -$6.21K -16 -0.6%
EP
1533
Edgestream Partners
New Jersey
$991K -$576K -1,484 -35%
JIC
1534
Joel Isaacson & Co
New York
$990K +$388 +1 +0%
TPWA
1535
TRUE Private Wealth Advisors
Oregon
$989K +$1.16K +3 +0.1%
WTA
1536
Washington Trust Advisors
Massachusetts
$989K -$17.5K -45 -2%
SAM
1537
Synergy Asset Management
Washington
$988K +$1.06M +2,746 New
KSB
1538
Kennebec Savings Bank
Maine
$988K -$34.1K -88 -3%
KFS
1539
Kurt F. Somerville
$985K – – –
CCA
1540
Cadent Capital Advisors
Oklahoma
$985K -$12.8K -33 -1%
TBC
1541
Ted Buchan & Co
California
$983K +$71.4K +184 +7%
KP
1542
Keel Point
Alabama
$983K +$36.8K +95 +4%
MJP
1543
Michael J. Puzo
$983K – – –
MIC
1544
Means Investment Company
Maine
$983K -$144K -371 -12%
PBK
1545
Peoples Bank (Kansas)
Kansas
$982K +$465K +1,200 +80%
CCG
1546
Catalina Capital Group
California
$980K +$4.27K +11 +0.4%
BA
1547
Ballast Advisors
Minnesota
$980K – – –
PF
1548
Phoenix Financial
Israel
$980K +$231K +596 +28%
WP
1549
Waycross Partners
Kentucky
$979K – – –
WMG
1550
WESCAP Management Group
California
$979K +$427K +1,100 +69%