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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
801
BNC Wealth Management
Oregon
$3.84M +$213K +550 +5%
TW
802
TritonPoint Wealth
Maryland
$3.83M -$55.1K -142 -1%
LFS
803
Legacy Financial Strategies
Kansas
$3.83M -$70.6K -182 -2%
BBA
804
BLB&B Advisors
Pennsylvania
$3.81M -$170K -438 -4%
EWM
805
Empirical Wealth Management
Washington
$3.81M +$264K +680 +7%
CICI
806
Capital Investment Counsel Inc
North Carolina
$3.8M -$213K -550 -5%
CFB
807
Cullen/Frost Bankers
Texas
$3.75M +$220K +566 +6%
IA
808
IFP Advisors
Florida
$3.75M +$863K +2,225 +27%
WIA
809
World Investment Advisors
California
$3.75M +$2.45M +6,315 +157%
MMG
810
Monetary Management Group
Missouri
$3.71M
ISFAN
811
Investor's Fiduciary Advisor Network
Washington
$3.7M +$3.96M +10,205 New
TC
812
Truvestments Capital
Florida
$3.7M +$142K +366 +4%
EWM
813
Evercore Wealth Management
New York
$3.69M +$75.2K +194 +2%
PA
814
Profund Advisors
Maryland
$3.68M +$78.7K +203 +2%
OCAM
815
Onex Canada Asset Management
Ontario, Canada
$3.68M -$66.7K -172 -2%
JIP
816
Jaffetilchin Investment Partners
Florida
$3.68M +$272K +701 +7%
GVAG
817
Great Valley Advisor Group
Delaware
$3.67M -$72.5K -187 -2%
PA
818
Parallel Advisors
California
$3.66M +$307K +791 +9%
NP
819
NorthRock Partners
Minnesota
$3.65M -$74.8K -193 -2%
N
820
Natixis
France
$3.65M -$36.8M -95,010 -90%
FFM
821
Fisher Funds Management
New Zealand
$3.64M +$3.89M +10,023 New
OBAM
822
ODDO BHF Asset Management
France
$3.63M +$771K +1,987 +25%
FCP
823
Fidelis Capital Partners
Florida
$3.62M +$512K +1,321 +15%
BPAMU
824
BTG Pactual Asset Management US
New York
$3.62M +$2.55M +6,571 +194%
IWA
825
IBEX Wealth Advisors
New Jersey
$3.61M +$3.47M +8,959 +894%