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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MFP
2076
Meridian Financial Partners
Virginia
$605K +$4.27K +10 +0.8%
NICM
2077
Neo Ivy Capital Management
New York
$604K +$540K +1,266 New
SCA
2078
Sandy Cove Advisors
Massachusetts
$603K +$13.7K +32 +3%
DTC
2079
Davidson Trust Company
Washington
$602K – – –
IIA
2080
ICW Investment Advisors
Arizona
$601K +$427 +1 +0.1%
NB
2081
Northwest Bancshares
Pennsylvania
$601K – – –
VAS
2082
Vestmark Advisory Solutions
Massachusetts
$601K +$538K +1,260 New
BAG
2083
Bridgewealth Advisory Group
California
$601K +$854 +2 +0.2%
SIM
2084
Sentry Investment Management
Wisconsin
$600K -$138K -324 -21%
VIP
2085
Vista Investment Partners
Oklahoma
$600K +$7.68K +18 +1%
FNT
2086
First Nebraska Trust
Nebraska
$599K +$21.3K +50 +4%
DWM
2087
Destination Wealth Management
California
$598K -$5.55K -13 -1%
MAM
2088
Martingale Asset Management
Massachusetts
$598K -$787K -1,843 -60%
BBA
2089
Braun-Bostich & Associates
Pennsylvania
$598K -$30.3K -71 -5%
TAM
2090
Townsend Asset Management
North Carolina
$596K -$185K -433 -26%
EAM
2091
Evanson Asset Management
California
$596K – – –
IA
2092
Intellus Advisors
Florida
$596K -$30.3K -71 -5%
LFASL
2093
Lugano Financial Advisors SA (LFA)
Switzerland
$595K – – –
GP
2094
Greenline Partners
New York
$593K – – –
BCM
2095
Buckhead Capital Management
Georgia
$592K +$529K +1,240 New
CF
2096
Convergence Financial
Missouri
$591K -$31.2K -73 -6%
MCM
2097
Monarch Capital Management
Indiana
$590K – – –
WIM
2098
Warwick Investment Management
Texas
$589K +$34.6K +81 +7%
SSW
2099
Smith Shellnut Wilson
Mississippi
$589K +$7.68K +18 +1%
GLLW
2100
Graves Light Lenhart Wealth
Virginia
$589K – – –