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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1726
Lombard Odier Asset Management (Switzerland)
Switzerland
$256K +$229K +1,106 New
CI
1727
CX Institutional
Indiana
$255K -$3.23M -15,608 -93%
KLCM
1728
KG&L Capital Management
Louisiana
$255K -$623K -3,007 -73%
RCG
1729
Rock Creek Group
District of Columbia
$255K -$137K -661 -38%
CC
1730
Constitution Capital
Connecticut
$255K – – –
GIM
1731
Greylin Investment Management
Virginia
$255K – – –
PFWA
1732
Paces Ferry Wealth Advisors
Georgia
$255K +$207 +1 +0.1%
BFC
1733
Bedel Financial Consulting
Indiana
$255K +$4.14K +20 +2%
EWF
1734
Epstein & White Financial
California
$255K +$227K +1,096 New
AWA
1735
ARS Wealth Advisors
Florida
$254K -$25.9K -125 -10%
VA
1736
Valmark Advisers
Ohio
$254K +$227K +1,096 New
PCMM
1737
Piedmont Capital Management (Montana)
Montana
$253K -$96.5K -466 -30%
CRWM
1738
Castle Rock Wealth Management
California
$253K -$16.1K -78 -7%
BA
1739
Bristlecone Advisors
Washington
$253K +$226K +1,092 New
BAS
1740
Brown Advisory Securities
Maryland
$253K +$226K +1,092 New
Financial Engines Advisors
1741
Financial Engines Advisors
California
$252K -$309K -1,491 -58%
EIP
1742
Ellis Investment Partners
Pennsylvania
$252K +$621 +3 +0.3%
AA
1743
Alesco Advisors
New York
$251K +$224K +1,084 New
GKWIM
1744
Gerber Kawasaki Wealth & Investment Management
California
$250K +$224K +1,082 New
BHTS
1745
Bar Harbor Trust Services
Maine
$249K -$5.17K -25 -2%
SCM
1746
Silvant Capital Management
Georgia
$249K – – –
MPM
1747
Meritage Portfolio Management
Kansas
$249K +$223K +1,075 New
IFAM
1748
Institutional & Family Asset Management
Colorado
$248K +$1.03K +5 +0.5%
OPTFSNA
1749
Old Point Trust & Financial Services N A
Virginia
$248K +$222K +1,070 New
BG
1750
Benedetti & Gucer
Georgia
$248K +$222K +1,071 New