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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1701
Telemus Capital
Michigan
$533K +$10.1K +39 +2%
BBNB
1702
Baker Boyer National Bank
Washington
$532K
Harris Associates
1703
Harris Associates
Illinois
$532K
AGAM
1704
Audent Global Asset Management
California
$530K +$45.4K +175 +11%
EI
1705
EDMP Inc
Florida
$530K +$163K +628 +54%
RDWM
1706
Red Door Wealth Management
Tennessee
$527K +$38.4K +148 +9%
BWM
1707
Benchmark Wealth Management
Connecticut
$527K +$259 +1 +0.1%
LA
1708
Lakeside Advisors
Washington
$527K +$259 +1 +0.1%
MA
1709
MBA Advisors
Pennsylvania
$526K
HIIFS
1710
Harel Insurance Investments & Financial Services
Israel
$524K +$213K +823 +87%
RIA
1711
Richwood Investment Advisors
Ohio
$523K +$58.4K +225 +15%
TWM
1712
Thrive Wealth Management
Pennsylvania
$523K +$4.41K +17 +1%
BFM
1713
Boston Financial Management
Massachusetts
$523K -$1.04K -4 -0.2%
WKWM
1714
Walter & Keenan Wealth Management
Indiana
$520K -$11.4K -44 -2%
LF
1715
LifeSteps Financial
California
$520K
LA
1716
LVW Advisors
New York
$519K +$52.9K +204 +13%
SFB
1717
STAR Financial Bank
Indiana
$519K +$35K +135 +8%
WMA
1718
Wealth Management Associates
New Jersey
$519K -$12.7K -49 -3%
ODA
1719
One Degree Advisors
California
$519K +$419K +1,615 New
CWM
1720
Calamos Wealth Management
Illinois
$518K +$25.9K +100 +6%
SFG
1721
Sovereign Financial Group
Connecticut
$517K +$24.4K +94 +6%
THWM
1722
Taylor Hoffman Wealth Management
Virginia
$517K
BWG
1723
Boomfish Wealth Group
Georgia
$514K +$451K +1,740 New
ARG
1724
Advisory Resource Group
Oklahoma
$514K
NCFG
1725
New Century Financial Group
New Jersey
$513K +$450K +1,735 New