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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
MAS
851
Meeder Advisory Services
Ohio
$2.14M -$76K -341 -4%
LWP
852
LMG Wealth Partners
Louisiana
$2.14M +$41.7K +187 +2%
MMHP
853
Murphy Middleton Hinkle & Parker
Georgia
$2.13M -$28.1K -126 -1%
MG
854
Mather Group
Illinois
$2.13M +$1.23M +5,520 +177%
Wealth Enhancement Advisory Services
855
Wealth Enhancement Advisory Services
Minnesota
$2.13M +$1.11K +5 +0.1%
AA
856
Argent Advisors
Louisiana
$2.09M +$960K +4,307 +102%
HSA
857
HBK Sorce Advisory
Pennsylvania
$2.09M -$159K -714 -8%
DWA
858
Douglass Winthrop Advisors
New York
$2.09M
BCM
859
Boltwood Capital Management
California
$2.09M -$13.2K -59 -0.7%
CA
860
CoreCap Advisors
Michigan
$2.09M +$1.89M +8,476 New
EWA
861
EP Wealth Advisors
California
$2.07M -$407K -1,827 -24%
CPA
862
Court Place Advisors
Maryland
$2.05M -$55.7K -250 -3%
RIL
863
Rothschild Investment LLC
Illinois
$2.05M +$445K +1,996 +32%
CPIA
864
Cornell Pochily Investment Advisors
New York
$2.05M +$359K +1,610 +24%
FDS
865
First Dallas Securities
Texas
$2.05M +$18.1K +81 +1%
SF
866
Slagle Financial
Illinois
$2.04M +$1.85M +8,311 New
CD
867
Chapin Davis
Maryland
$2.04M +$24.1K +108 +1%
SF
868
Summit Financial
New Jersey
$2.03M +$1.39M +6,246 +313%
GTAM
869
Global Trust Asset Management
Florida
$2.02M
CIP
870
Convergence Investment Partners
Florida
$2M +$374K +1,678 +26%
FIM
871
Fruth Investment Management
Texas
$2M -$2.23K -10 -0.1%
ATC
872
Argent Trust Co
Tennessee
$1.99M +$1.56K +7 +0.1%
TIA
873
Trust Investment Advisors
Indiana
$1.99M -$15.2K -68 -0.8%
SW
874
SlateStone Wealth
Florida
$1.99M -$43.3K -194 -2%
MLA
875
MB, Levis & Associates
Pennsylvania
$1.99M -$7.8K -35 -0.4%