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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Cetera Advisors
Colorado
$3.48M +$31.6K +238 +0.9%
SS
477
Simplicity Solutions
Minnesota
$3.47M +$543K +4,090 +19%
HFM
478
Hartford Financial Management
Connecticut
$3.42M +$34.1K +257 +1%
NIC
479
Northwest Investment Counselors
Oregon
$3.42M +$156K +1,176 +5%
CWM
480
CMH Wealth Management
New Hampshire
$3.41M +$109K +820 +3%
KRS
481
Kentucky Retirement Systems
Kentucky
$3.41M -$67.2K -506 -2%
FCBT
482
First Citizens Bank & Trust
North Carolina
$3.4M +$2.76M +20,812 +486%
FFWA
483
FRG Family Wealth Advisors
Washington
$3.38M +$241K +1,813 +8%
KA
484
Kintegral Advisory
New York
$3.37M +$1.67M +12,559 +102%
MC
485
Mathes Company
New York
$3.36M -$9.96K -75 -0.3%
NB
486
NBT Bank
New York
$3.32M +$17.9K +135 +0.6%
FMWA
487
Forvis Mazars Wealth Advisors
Missouri
$3.31M -$179K -1,345 -5%
AHC
488
Anderson Hoagland & Co
Missouri
$3.3M -$3.98K -30 -0.1%
TF
489
TIAA FSB
Florida
$3.3M +$147K +1,107 +5%
CCG
490
Chatham Capital Group
Georgia
$3.29M +$1.59K +12 +0%
ASN
491
Advisory Services Network
Georgia
$3.27M +$709K +5,335 +28%
AF
492
Advisornet Financial
Minnesota
$3.25M +$2.09M +15,732 +190%
TLP
493
Trinity Legacy Partners
Texas
$3.23M +$1.5M +11,305 +90%
CEP
494
Chicago Equity Partners
Illinois
$3.18M -$12.5M -93,815 -80%
CCM
495
Coldstream Capital Management
Washington
$3.18M -$104K -785 -3%
BOH
496
Bank of Hawaii
Hawaii
$3.18M -$718K -5,405 -19%
BCCM
497
Bridge Creek Capital Management
Massachusetts
$3.18M -$16.1K -121 -0.5%
Lazard Asset Management
498
Lazard Asset Management
New York
$3.15M -$659K -4,958 -18%
Mercer Global Advisors
499
Mercer Global Advisors
Colorado
$3.14M +$3.08M +23,160 New
AWM
500
AE Wealth Management
Kansas
$3.11M +$593K +4,467 +24%