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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TIM
1476
Tortoise Investment Management
New York
$30K – – –
TVWM
1477
Tower View Wealth Management
Wisconsin
$30K – – –
LFA
1478
Legacy Financial Advisors
Kentucky
$29K – – –
MYIA
1479
Mount Yale Investment Advisors
Colorado
$28K – – –
NC
1480
NewSquare Capital
Pennsylvania
$28K – – –
CA
1481
Crewe Advisors
Utah
$28K +$25.9K +183 New
ATFA
1482
All Terrain Financial Advisors
Minnesota
$25K – – –
DWM
1483
Destination Wealth Management
California
$25K +$8.35K +59 +56%
CHP
1484
Cable Hill Partners
Oregon
$24K – – –
VEA
1485
Virtus ETF Advisers
New York
$24K – – –
WWMSC
1486
Wagner Wealth Management (South Carolina)
South Carolina
$24K – – –
IDBONY
1487
Israel Discount Bank of New York
New York
$24K +$22.3K +158 New
MCA
1488
Mercer Capital Advisers
New Jersey
$23K – – –
TC
1489
Trilogy Capital
California
$23K – – –
TFA
1490
Transamerica Financial Advisors
Florida
$22K +$19.4K +137 +3,425%
OBWP
1491
O'Brien Wealth Partners
Massachusetts
$22K +$20.5K +145 New
AAP
1492
Arax Advisory Partners
Colorado
$21K -$28K -198 -59%
WCM
1493
Wealthcare Capital Management
Virginia
$21K – – –
FPB
1494
First PREMIER Bank
South Dakota
$19K – – –
WWM
1495
Willingdon Wealth Management
North Carolina
$19K +$17.3K +122 New
PFO
1496
Pathstone Family Office
New Jersey
$17K +$15.6K +110 New
EWM
1497
Elmwood Wealth Management
California
$16.8K – – –
GWS
1498
Glassman Wealth Services
Virginia
$16K -$2.12K -15 -12%
CIA
1499
Cascade Investment Advisors
Oregon
$15.2K -$1.07M -7,580 -99%
BCWM
1500
Bartlett & Co Wealth Management
Ohio
$15.2K – – –