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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
BOS
976
Bingham Osborn & Scarborough
California
$204K +$188K +2,294 New
IIM
977
Ironwood Investment Management
Massachusetts
$204K +$188K +2,302 New
RSVP
978
Ramsay Stattman Vela & Price
Colorado
$203K +$187K +2,290 New
KT
979
Kanaly Trust
Texas
$202K -$245 -3 -0.1%
WA
980
WealthTrust-Arizona
Arizona
$200K -$15.9K -194 -8%
AIM
981
Anchor Investment Management
South Carolina
$197K -$11K -135 -6%
GLI
982
Guardian Life Insurance
New York
$194K – – –
IWC
983
Integrated Wealth Counsel
California
$194K +$179K +2,188 New
RPAM
984
Rhenman & Partners Asset Management
Sweden
$193K +$178K +2,178 New
JCM
985
Jacobi Capital Management
Pennsylvania
$191K -$8.18K -100 -4%
PFBT
986
Parkside Financial Bank & Trust
Missouri
$188K -$29K -355 -14%
MCM
987
Manchester Capital Management
Vermont
$183K – – –
AAC
988
Asset Advisors Corp
Georgia
$181K -$12.3K -150 -7%
CG
989
Cutler Group
California
$174K -$701K -8,563 -81%
SFFS
990
Stonehage Fleming Financial Services
Jersey
$174K +$85.1K +1,040 +113%
SWA
991
Sutton Wealth Advisors
Florida
$165K +$1.31K +16 +0.9%
AssetMark Inc
992
AssetMark Inc
California
$165K +$1.88K +23 +1%
KF
993
Krilogy Financial
Missouri
$164K -$31.4K -384 -17%
WP
994
WealthPLAN Partners
Nebraska
$157K -$153K -1,870 -51%
ACS
995
Archford Capital Strategies
Illinois
$150K – – –
MWM
996
MinichMacGregor Wealth Management
New York
$145K +$655 +8 +0.5%
CA
997
CapWealth Advisors
Tennessee
$143K -$6.14K -75 -4%
LWCFA
998
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$143K +$49.1K +600 +59%
SAMC
999
Shinko Asset Management Company
Japan
$135K – – –
AWM
1000
Avior Wealth Management
Nebraska
$135K +$1.64K +20 +1%