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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CRC
1076
Curi RMB Capital
Illinois
$800K -$253K -1,213 -23%
RIA
1077
Realta Investment Advisors
Delaware
$799K -$16.2K -78 -2%
SWA
1078
Sutton Wealth Advisors
Florida
$797K
BHIA
1079
Birch Hill Investment Advisors
Massachusetts
$794K
CC
1080
Chicago Capital
Illinois
$794K
WA
1081
Waverly Advisors
Alabama
$793K +$1.67K +8 +0.2%
CIAS
1082
Capital Investment Advisory Services
North Carolina
$793K +$31.9K +153 +4%
HVIA
1083
Hudson Valley Investment Advisors
New York
$793K +$38.7K +186 +5%
TPWA
1084
TRUE Private Wealth Advisors
Oregon
$791K +$26K +125 +3%
IWA
1085
IVC Wealth Advisors
Pennsylvania
$789K +$36.7K +176 +4%
FCA
1086
FinTrust Capital Advisors
South Carolina
$787K +$51.4K +247 +6%
DAS
1087
Dynamic Advisor Solutions
Arizona
$786K +$103K +493 +14%
WDC
1088
Woodward Diversified Capital
California
$785K +$44.6K +214 +6%
MCM
1089
Manchester Capital Management
Vermont
$784K +$21.5K +103 +3%
KFA
1090
Kelleher Financial Advisors
New York
$784K +$457K +2,193 +116%
MJP
1091
Michael J. Puzo
$782K -$41.7K -200 -5%
CIM
1092
CIM Investment Management
Pennsylvania
$782K -$4.79K -23 -0.6%
CST
1093
Charles Schwab Trust
Nevada
$782K
CNFG
1094
Creegan & Nassoura Financial Group
New Hampshire
$782K
SC
1095
Solstein Capital
California
$782K +$208K +1,000 +33%
BIM
1096
Bridges Investment Management
Nebraska
$778K -$8.33K -40 -1%
BTWM
1097
Baker Tilly Wealth Management
Wisconsin
$777K -$2.71K -13 -0.3%
First Manhattan
1098
First Manhattan
New York
$775K +$90.8K +436 +12%
DHFB
1099
Dixon Hubard Feinour & Brown
Virginia
$768K -$20.8K -100 -2%
WAM
1100
Werlinich Asset Management
Connecticut
$763K +$7.29K +35 +0.9%