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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
976
Taurus Asset Management
New York
$539K
IA
977
IFG Advisory
Georgia
$538K -$45.5K -350 -8%
CB
978
Cadence Bank
Mississippi
$537K
MCC
979
Malaga Cove Capital
California
$533K +$549K +4,217 New
KWM
980
Kingsview Wealth Management
Oregon
$532K -$918K -7,053 -63%
First Manhattan
981
First Manhattan
New York
$529K -$15.6K -120 -3%
BBA
982
Braun-Bostich & Associates
Pennsylvania
$529K +$500K +3,842 +1,204%
SBWM
983
Sunflower Bank Wealth Management
Arizona
$527K -$23.4K -180 -4%
JHCP
984
Jackson Hole Capital Partners
Oklahoma
$524K +$537K +4,127 New
SWA
985
Sutton Wealth Advisors
Florida
$523K
KWMG
986
King Wealth Management Group
Florida
$523K +$13.3K +102 +3%
LMAM
987
Legg Mason Asset Management
Japan
$521K -$26K -200 -5%
AAM
988
Auxier Asset Management
Oregon
$521K +$13K +100 +2%
ST
989
Sabal Trust
Florida
$519K +$16.9K +130 +3%
HWA
990
HCR Wealth Advisors
California
$518K +$530K +4,072 New
FFA
991
First Foundation Advisors
California
$515K +$76K +584 +17%
FBT
992
First Bankers Trust
Kentucky
$513K +$252K +1,937 +92%
CG
993
Corundum Group
Colorado
$510K +$522K +4,013 New
CPO
994
Cerity Partners OCIO
New York
$509K +$87.7K +674 +20%
DSC
995
Duncker Streett & Co
Missouri
$508K -$15K -115 -3%
SC
996
Saybrook Capital
North Carolina
$508K
SKK
997
Shepherd Kaplan Krochuk
Massachusetts
$508K
GEM
998
Global Endowment Management
North Carolina
$508K +$520K +4,000 New
WCA
999
Windsor Creek Advisors
Vermont
$508K +$520K +4,000 New
AWM
1000
Alterna Wealth Management
Texas
$508K +$615K +4,724 New