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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCOT
826
Trust Company of Toledo
Ohio
$913K
WAM
827
Wealthspire Advisors (Maryland)
Maryland
$907K +$203K +1,463 +34%
FHA
828
First Horizon Advisors
Tennessee
$905K +$61K +440 +8%
FDS
829
First Dallas Securities
Texas
$897K -$34.7K -250 -4%
ClearBridge Investments
830
ClearBridge Investments
New York
$895K -$198K -1,431 -20%
AWA
831
ARS Wealth Advisors
Florida
$894K -$71.3K -514 -8%
GT
832
Greenleaf Trust
Michigan
$882K +$23.2K +167 +3%
HFA
833
Huber Financial Advisors
Illinois
$881K +$775K +5,588 New
MWM
834
Meridian Wealth Management
Kentucky
$873K +$2.63K +19 +0.3%
MMG
835
Monetary Management Group
Missouri
$870K +$13.9K +100 +2%
HCM
836
Hodges Capital Management
Texas
$868K -$12.5K -90 -2%
VFM
837
Viking Fund Management
North Dakota
$867K
KC
838
KHP Capital
Oklahoma
$867K +$763K +5,500 New
SC
839
Sovarnum Capital
New York
$867K +$763K +5,500 New
SMC
840
Smith, Moore & Co
Missouri
$858K -$51.9K -374 -6%
HSA
841
HBK Sorce Advisory
Pennsylvania
$857K +$318K +2,293 +73%
KA
842
Kovack Advisors
Florida
$851K +$199K +1,432 +36%
BWAM
843
Boyd Watterson Asset Management
Ohio
$849K -$1.94K -14 -0.3%
TCM
844
Teza Capital Management
Illinois
$846K +$745K +5,368 New
SCM
845
SOL Capital Management
Maryland
$844K -$151K -1,087 -17%
PFPT
846
Pinnacle Financial Partners (Tennessee)
Tennessee
$840K -$76.8K -554 -9%
FFBTD
847
First Financial Bank - Trust Division
Ohio
$840K +$13K +94 +2%
Fisher Asset Management
848
Fisher Asset Management
Washington
$838K -$93.9K -677 -11%
MBTD
849
Mechanics Bank - Trust Department
California
$837K -$20.8K -150 -3%
TC
850
Trust Company
Kansas
$837K