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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CG
1226
Cynosure Group
Utah
$862K
GG
1227
Gleason Group
Kentucky
$862K +$4.14K +19 +0.5%
MWM
1228
Mission Wealth Management
California
$862K +$21.3K +98 +3%
P
1229
&Partners
Tennessee
$861K
GLR
1230
Great Lakes Retirement
Ohio
$857K +$779K +3,577 New
HVIA
1231
Hudson Valley Investment Advisors
New York
$857K -$22.9K -105 -3%
First Manhattan
1232
First Manhattan
New York
$856K +$11.8K +54 +2%
WLIM
1233
White Lighthouse Investment Management
Massachusetts
$855K
TAM
1234
Taurus Asset Management
New York
$852K
SAM
1235
SignalPoint Asset Management
Missouri
$852K +$435 +2 +0.1%
RIA
1236
Regal Investment Advisors
Michigan
$850K +$22.9K +105 +3%
AA
1237
Altman Advisors
Illinois
$848K +$18.1K +83 +3%
AAM
1238
Auxier Asset Management
Oregon
$848K
BRM
1239
Boston Research & Management
Massachusetts
$848K
WPC
1240
Wedmont Private Capital
Pennsylvania
$846K +$50.1K +230 +7%
SIM
1241
Sentry Investment Management
Wisconsin
$842K -$39.4K -181 -5%
GIP
1242
Granite Investment Partners
California
$837K -$389K -1,785 -34%
VT
1243
Vise Technologies
New York
$834K +$112K +513 +17%
1WM
1244
1900 Wealth Management
Texas
$834K
MHIC
1245
Marble Harbor Investment Counsel
Massachusetts
$827K +$21.8K +100 +3%
IIA
1246
IPG Investment Advisors
California
$827K
RB
1247
Rodgers Brothers
Pennsylvania
$826K -$2.04M -9,390 -73%
JWA
1248
JFS Wealth Advisors
Pennsylvania
$825K -$231K -1,063 -24%
BCA
1249
Bay Colony Advisors
Massachusetts
$819K +$36.6K +168 +5%
RAG
1250
RIA Advisory Group
Iowa
$819K +$764K +3,508 New