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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
1226
Transcend Capital Advisors
New Jersey
$638K +$35K +166 +5%
TAM
1227
Taurus Asset Management
New York
$636K – – –
WA
1228
Wealth Architects
California
$636K +$3.16K +15 +0.4%
GG
1229
Gleason Group
Kentucky
$636K +$4K +19 +0.5%
WMP
1230
Wealth Management Partners
Arizona
$634K +$211K +1,000 +33%
AAM
1231
Auxier Asset Management
Oregon
$633K – – –
BRM
1232
Boston Research & Management
Massachusetts
$633K – – –
KFS
1233
Kaizen Financial Strategies
California
$632K -$20.2K -96 -3%
CFG
1234
Cooper Financial Group
California
$632K +$306K +1,451 +70%
SAM
1235
SignalPoint Asset Management
Missouri
$630K -$19.8K -94 -3%
First Manhattan
1236
First Manhattan
New York
$628K +$632 +3 +0.1%
XF
1237
XML Financial
Maryland
$627K +$53.9K +256 +8%
AI
1238
AXS Investments
New York
$626K -$386K -1,833 -34%
GIP
1239
Granite Investment Partners
California
$626K +$738K +3,500 New
FIM
1240
Fernwood Investment Management
Massachusetts
$625K – – –
GWSG
1241
GPS Wealth Strategies Group
Colorado
$624K -$51.8K -246 -7%
P
1242
&Partners
Tennessee
$624K +$285K +1,354 +63%
1WM
1243
1900 Wealth Management
Texas
$622K -$47.4K -225 -6%
ITIM
1244
Indiana Trust & Investment Management
Indiana
$622K +$38.4K +182 +6%
BL
1245
Balentine LLC
Georgia
$620K +$73.5K +349 +11%
QCG
1246
Quadrant Capital Group
Ohio
$620K +$92.5K +439 +14%
TYCC
1247
Texas Yale Capital Corp
Florida
$618K +$19K +90 +3%
IIA
1248
IPG Investment Advisors
California
$617K -$19.2K -91 -3%
KCPG
1249
Kavar Capital Partners Group
Kansas
$616K +$84.3K +400 +13%
RB
1250
Rodgers Brothers
Pennsylvania
$615K – – –