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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DQRIM
2351
Dale Q Rice Investment Management
Washington
$810K +$139K +200 +21%
FI
2352
Finivi Inc
Massachusetts
$809K -$104K -150 -12%
PPWM
2353
Paragon Private Wealth Management
Kentucky
$807K +$102K +147 +15%
LAMC
2354
Longview Asset Management (California)
California
$806K – – –
CMP
2355
Christine Messmer PC
Pennsylvania
$805K +$1.38K +2 +0.2%
LCGC
2356
Legacy Capital Group California
California
$805K -$632K -912 -45%
NAMNJ
2357
NorthStar Asset Management (New Jersey)
New Jersey
$803K -$6.23K -9 -0.8%
MQWP
2358
Morey & Quinn Wealth Partners
Nebraska
$803K -$1.38K -2 -0.2%
Sageworth Trust
2359
Sageworth Trust
Pennsylvania
$803K +$140K +202 +22%
LJI Wealth Management
2360
LJI Wealth Management
Indiana
$802K +$4.85K +7 +0.6%
Boston Trust Walden
2361
Boston Trust Walden
Massachusetts
$801K – – –
NFP
2362
Narus Financial Partners
Utah
$801K +$161K +232 +26%
Linden Thomas Advisory Services
2363
Linden Thomas Advisory Services
North Carolina
$800K +$290K +418 +59%
Regatta Capital Group
2364
Regatta Capital Group
California
$798K +$5.54K +8 +0.7%
AWM
2365
Aviso Wealth Management
Washington
$797K -$1.11M -1,604 -59%
MJP
2366
Michael J. Puzo
$797K -$814K -1,175 -51%
AFM
2367
Armstrong Fleming & Moore
District of Columbia
$796K – – –
DF
2368
Daviman Financial
Indiana
$796K +$90.7K +131 +13%
Fiduciary Financial Group
2369
Fiduciary Financial Group
California
$795K -$8.31K -12 -1%
CWMP
2370
Clarion Wealth Managment Partners
Virginia
$794K -$105K -151 -12%
OPTFSNA
2371
Old Point Trust & Financial Services N A
Virginia
$793K -$102K -147 -12%
SCM
2372
Spring Capital Management
Texas
$793K – – –
Tennessee Valley Asset Management Partners
2373
Tennessee Valley Asset Management Partners
Tennessee
$792K -$693 -1 -0.1%
CT
2374
Chicago Trust
Illinois
$791K -$2.08K -3 -0.3%
SB
2375
Sunflower Bank
Texas
$789K -$149K -215 -16%