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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EP
1751
Edgestream Partners
New Jersey
$491K -$114K -439 -21%
ACM
1752
Arcataur Capital Management
Wisconsin
$491K -$22.1K -85 -5%
HWM
1753
Hohimer Wealth Management
Washington
$490K -$1.04K -4 -0.2%
WDA
1754
Wendell David Associates
New Hampshire
$489K – – –
CHA
1755
Cooper/Haims Advisors
New York
$489K -$87.9K -339 -17%
CCWM
1756
Cassaday & Co Wealth Management
Virginia
$488K -$44.6K -172 -9%
SAM
1757
Smartleaf Asset Management
Massachusetts
$488K +$428K +1,648 New
LI
1758
Lafayette Investments
Maryland
$488K -$13K -50 -3%
FBC
1759
Fairfield, Bush & Co
Connecticut
$488K -$778 -3 -0.2%
AMM
1760
American Money Management
California
$487K +$18.9K +73 +5%
CAC
1761
Core Alternative Capital
Georgia
$486K -$79.1K -305 -16%
NCM
1762
Novare Capital Management
North Carolina
$485K – – –
WA
1763
WealthTrust Axiom
Pennsylvania
$482K -$9.86K -38 -2%
GCA
1764
Gradient Capital Advisors
California
$482K -$22.3K -86 -5%
OA
1765
Operose Advisors
Wisconsin
$481K -$114K -441 -21%
SFP
1766
Sweet Financial Partners
Minnesota
$480K +$259 +1 +0.1%
Arrowstreet Capital
1767
Arrowstreet Capital
Massachusetts
$480K +$421K +1,622 New
UBV
1768
United Bank (Virginia)
Virginia
$480K – – –
AFM
1769
Armstrong Fleming & Moore
District of Columbia
$480K +$259 +1 +0.1%
SAI
1770
Savvy Advisors Inc
New York
$479K +$421K +1,621 New
BFA
1771
Beaumont Financial Advisors
Massachusetts
$478K +$61.5K +237 +17%
VBFG
1772
Vishria Bird Financial Group
Tennessee
$475K – – –
CNB
1773
Camden National Bank
Maine
$475K -$6.49K -25 -2%
SFG
1774
Sunburst Financial Group
Alabama
$474K -$3.11K -12 -0.7%
PWP
1775
Pursue Wealth Partners
California
$473K – – –