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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1226
Taurus Asset Management
New York
$636K
WA
1227
Wealth Architects
California
$636K +$3.16K +15 +0.4%
GG
1228
Gleason Group
Kentucky
$636K +$4K +19 +0.5%
WMP
1229
Wealth Management Partners
Arizona
$634K +$211K +1,000 +33%
AAM
1230
Auxier Asset Management
Oregon
$633K
BRM
1231
Boston Research & Management
Massachusetts
$633K
KFS
1232
Kaizen Financial Strategies
California
$632K -$20.2K -96 -3%
CFG
1233
Cooper Financial Group
California
$632K +$306K +1,451 +70%
SAM
1234
SignalPoint Asset Management
Missouri
$630K -$19.8K -94 -3%
First Manhattan
1235
First Manhattan
New York
$628K +$632 +3 +0.1%
XF
1236
XML Financial
Maryland
$627K +$53.9K +256 +8%
AI
1237
AXS Investments
New York
$626K -$386K -1,833 -34%
GIP
1238
Granite Investment Partners
California
$626K +$738K +3,500 New
FIM
1239
Fernwood Investment Management
Massachusetts
$625K
GWSG
1240
GPS Wealth Strategies Group
Colorado
$624K -$51.8K -246 -7%
P
1241
&Partners
Tennessee
$624K +$285K +1,354 +63%
1WM
1242
1900 Wealth Management
Texas
$622K -$47.4K -225 -6%
ITIM
1243
Indiana Trust & Investment Management
Indiana
$622K +$38.4K +182 +6%
BL
1244
Balentine LLC
Georgia
$620K +$73.5K +349 +11%
QCG
1245
Quadrant Capital Group
Ohio
$620K +$92.5K +439 +14%
TYCC
1246
Texas Yale Capital Corp
Florida
$618K +$19K +90 +3%
IIA
1247
IPG Investment Advisors
California
$617K -$19.2K -91 -3%
KCPG
1248
Kavar Capital Partners Group
Kansas
$616K +$84.3K +400 +13%
RB
1249
Rodgers Brothers
Pennsylvania
$615K
4WM
1250
44 Wealth Management
Oregon
$614K -$86.2K -409 -11%