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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
726
Jones Financial Companies
Missouri
$652K -$92.6K -1,114 -12%
TWM
727
Torch Wealth Management
Ohio
$649K -$494K -5,949 -42%
CTI
728
Community Trust & Investment
Kentucky
$648K
CTA
729
Chesley Taft & Associates
Illinois
$646K -$14.1K -170 -2%
IAMOG
730
Investors Asset Management of Georgia
Georgia
$642K -$8.31K -100 -1%
RWA
731
River Wealth Advisors
Pennsylvania
$640K +$664K +7,994 New
RBC
732
Ronald Blue & Co
Georgia
$631K -$88.4K -1,064 -12%
MCM
733
Mork Capital Management
California
$624K
IP
734
Investment Partners
Ohio
$623K +$20.3K +244 +3%
PGIM
735
Pacific Global Investment Management
California
$617K -$341K -4,100 -35%
CTA
736
Colonial Trust Advisors
South Carolina
$616K +$231K +2,775 +56%
RIL
737
Rothschild Investment LLC
Illinois
$613K +$92.7K +1,115 +17%
FTI
738
Fiduciary Trust International
Massachusetts
$612K +$5.15K +62 +0.8%
QIM
739
Quest Investment Management
Oregon
$611K -$4.57K -55 -0.7%
WFG
740
Wills Financial Group
Virginia
$608K -$40.2K -484 -6%
PFPT
741
Pinnacle Financial Partners (Tennessee)
Tennessee
$607K +$347K +4,175 +122%
TSW
742
Thompson Siegel & Walmsley
Virginia
$596K
GW
743
GW & Wade
Massachusetts
$596K +$162K +1,949 +35%
Fisher Asset Management
744
Fisher Asset Management
Washington
$595K +$3.66K +44 +0.6%
SC
745
Savant Capital
Illinois
$592K -$96.9K -1,166 -14%
KIG
746
Kovitz Investment Group
Illinois
$583K -$32.4K -390 -5%
EVC
747
Eidelman Virant Capital
Missouri
$582K
CCA
748
Checchi Capital Advisers
California
$582K +$62.2K +749 +11%
FBT
749
First Bankers Trust
Kentucky
$579K
GC
750
Garde Capital
Washington
$579K