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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GW
701
GW & Wade
Massachusetts
$487K -$66.6K -952 -12%
MRCM
702
M&R Capital Management
New Jersey
$487K -$39.5K -565 -7%
SA
703
Strategic Advisors
New York
$485K -$174K -2,491 -26%
AHC
704
Anderson Hoagland & Co
Missouri
$485K
DAS
705
Dynamic Advisor Solutions
Arizona
$485K +$499K +7,141 New
EVC
706
Eidelman Virant Capital
Missouri
$482K
MFP
707
Mosaic Financial Partners
California
$476K +$489K +7,000 New
SCM
708
SOL Capital Management
Maryland
$475K +$41.9K +600 +9%
Jones Financial Companies
709
Jones Financial Companies
Missouri
$470K -$15K -215 -3%
BFG
710
Beacon Financial Group
Texas
$465K +$130K +1,857 +38%
RWA
711
River Wealth Advisors
Pennsylvania
$457K -$40.5K -580 -8%
TSW
712
Thompson Siegel & Walmsley
Virginia
$452K
IPC
713
Independent Portfolio Consultants
Florida
$449K -$325K -4,655 -41%
CPA
714
Court Place Advisors
Maryland
$449K -$11.9K -170 -3%
WDA
715
Wendell David Associates
New Hampshire
$447K +$90.9K +1,300 +25%
BAS
716
Brown Advisory Securities
Maryland
$446K -$502K -7,176 -52%
IP
717
Investment Partners
Ohio
$445K -$12.6K -180 -3%
CIA
718
Choate Investment Advisors
Massachusetts
$445K +$70.4K +1,007 +26%
MMG
719
Monetary Management Group
Missouri
$440K -$21K -300 -4%
SAM
720
SignalPoint Asset Management
Missouri
$437K -$18.1K -259 -4%
Los Angeles Capital Management
721
Los Angeles Capital Management
California
$437K
PWAP
722
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$436K -$886K -12,678 -66%
CCA
723
Checchi Capital Advisers
California
$434K -$56K -801 -11%
PFPT
724
Pinnacle Financial Partners (Tennessee)
Tennessee
$429K -$268K -3,840 -38%
TC
725
Trust Company
Kansas
$426K +$96.5K +1,380 +28%