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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TL
826
Tradewinds LLC
North Carolina
$1.36M -$15.5K -85 -1%
TSWM
827
Triangle Securities Wealth Management
North Carolina
$1.36M -$45.9K -251 -3%
DI
828
DFPG Investments
Utah
$1.35M +$34.9K +191 +3%
SBIA
829
Sheaff Brock Investment Advisors
Indiana
$1.35M +$39.1K +214 +3%
BPGAM
830
BTG Pactual Global Asset Management
Bermuda
$1.34M +$1.5M +8,187 New
IWM
831
IHT Wealth Management
Illinois
$1.34M +$617K +3,379 +70%
FIM
832
Fruth Investment Management
Texas
$1.34M
ATC
833
Argent Trust Co
Tennessee
$1.33M -$258K -1,412 -15%
TIA
834
Trust Investment Advisors
Indiana
$1.33M -$7.67K -42 -0.5%
CPO
835
Cerity Partners OCIO
New York
$1.33M -$33.6K -184 -2%
WAM
836
Weatherly Asset Management
California
$1.33M +$183 +1 +0%
TAM
837
Townsend Asset Management
North Carolina
$1.31M +$183 +1 +0%
UCB
838
United Community Bank
South Carolina
$1.31M +$33.8K +185 +2%
CK
839
Cohen Klingenstein
New York
$1.31M
IAMOG
840
Investors Asset Management of Georgia
Georgia
$1.31M +$157K +860 +12%
S
841
SignatureFD
Georgia
$1.31M -$210K -1,149 -13%
HSA
842
HBK Sorce Advisory
Pennsylvania
$1.31M +$145K +793 +11%
TMAM
843
Tokio Marine Asset Management
Japan
$1.3M +$152K +832 +12%
TPCW
844
TD Private Client Wealth
New York
$1.3M +$69.8K +382 +5%
Capstone Investment Advisors
845
Capstone Investment Advisors
New York
$1.3M +$880K +4,815 +154%
MGP
846
Metis Global Partners
California
$1.3M +$3.29K +18 +0.2%
VWA
847
V Wealth Advisors
Kansas
$1.3M -$522K -2,856 -27%
LFAS
848
Level Four Advisory Services
Texas
$1.3M -$31.2K -171 -2%
RWA
849
Ropes Wealth Advisors
Massachusetts
$1.3M
SCM
850
Spreng Capital Management
Ohio
$1.29M -$53K -290 -4%