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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TNB
1201
Thomasville National Bank
Georgia
$586K
WLIM
1202
White Lighthouse Investment Management
Massachusetts
$586K
BJL
1203
Brighton Jones LLC
Washington
$585K +$33.1K +181 +5%
TAM
1204
Taurus Asset Management
New York
$584K
HWM
1205
Horizon Wealth Management
Illinois
$583K -$47.7K -261 -7%
SAM
1206
SignalPoint Asset Management
Missouri
$583K +$5.48K +30 +0.9%
HIA
1207
Harbor Investment Advisory
Maryland
$582K -$75.6K -414 -10%
AAM
1208
Auxier Asset Management
Oregon
$581K
BRM
1209
Boston Research & Management
Massachusetts
$581K
KFS
1210
Kaizen Financial Strategies
California
$581K +$731 +4 +0.1%
HW
1211
Hancock Whitney
Mississippi
$580K -$54.4K -298 -8%
CIC
1212
Carnegie Investment Counsel
Ohio
$579K +$20.6K +113 +3%
CHJWM
1213
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$1.83K -10 -0.3%
4WM
1214
44 Wealth Management
Oregon
$578K +$15.7K +86 +3%
Wealth Enhancement Advisory Services
1215
Wealth Enhancement Advisory Services
Minnesota
$578K +$29.6K +162 +5%
CFG
1216
Cooper Financial Group
California
$577K -$3.65K -20 -0.6%
First Manhattan
1217
First Manhattan
New York
$577K +$731 +4 +0.1%
JSC
1218
Jackson Square Capital
California
$574K -$213K -1,168 -25%
MWM
1219
Modera Wealth Management
New Jersey
$574K -$14.1K -77 -2%
MWM
1220
Mission Wealth Management
California
$574K +$47.3K +259 +8%
1WM
1221
1900 Wealth Management
Texas
$571K
GAM
1222
Grandview Asset Management
Pennsylvania
$568K -$72K -394 -10%
MA
1223
Montag & Associates
Georgia
$567K +$208K +1,140 +49%
IIA
1224
IPG Investment Advisors
California
$566K
RIA
1225
Regal Investment Advisors
Michigan
$565K -$1.11M -6,064 -64%