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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
1651
Walter & Keenan Wealth Management
Indiana
$493K -$2.71K -10 -0.6%
BBNB
1652
Baker Boyer National Bank
Washington
$492K – – –
Harris Associates
1653
Harris Associates
Illinois
$491K -$658K -2,425 -57%
BWM
1654
Benchmark Wealth Management
Connecticut
$487K +$271 +1 +0.1%
LA
1655
Lakeside Advisors
Washington
$486K +$271 +1 +0.1%
MA
1656
MBA Advisors
Pennsylvania
$485K -$4.88K -18 -1%
SMH
1657
Sanders Morris Harris
Texas
$485K – – –
ABLA
1658
Alan B. Lancz & Associates
Ohio
$484K – – –
BFM
1659
Boston Financial Management
Massachusetts
$484K +$17.4K +64 +4%
PL
1660
Plancorp LLC
Missouri
$484K +$66.5K +245 +16%
TC
1661
Telemus Capital
Michigan
$481K +$22.8K +84 +5%
LF
1662
LifeSteps Financial
California
$480K – – –
AC
1663
Addison Capital
Pennsylvania
$480K -$55.3K -204 -10%
NICM
1664
Neo Ivy Capital Management
New York
$480K +$477K +1,760 New
PP
1665
Paloma Partners
Connecticut
$478K -$614K -2,263 -56%
TWM
1666
Thrive Wealth Management
Pennsylvania
$478K +$2.98K +11 +0.6%
THWM
1667
Taylor Hoffman Wealth Management
Virginia
$477K – – –
ACM
1668
Arcataur Capital Management
Wisconsin
$476K -$2.71K -10 -0.6%
ARG
1669
Advisory Resource Group
Oklahoma
$475K – – –
RVPG
1670
Relative Value Partners Group
$472K +$469K +1,729 New
EWM
1671
Evermay Wealth Management
Virginia
$470K -$29.8K -110 -6%
ZIG
1672
Zullo Investment Group
Pennsylvania
$470K +$45.8K +169 +11%
DS
1673
DRW Securities
Illinois
$470K +$467K +1,722 New
CCM
1674
Check Capital Management
California
$469K – – –
GCA
1675
Gradient Capital Advisors
California
$468K -$16K -59 -3%