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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
EWF
1726
Epstein & White Financial
California
$256K +$17.3K +75 +7%
ASC
1727
Atalanta Sosnoff Capital
New York
$255K -$19.5M -84,425 -99%
GKWIM
1728
Gerber Kawasaki Wealth & Investment Management
California
$255K +$21K +91 +8%
MAG
1729
MRA Advisory Group
New Jersey
$254K +$10.2K +44 +4%
SAM
1730
Secure Asset Management
Michigan
$254K +$39.5K +171 +17%
CTA
1731
Chesley Taft & Associates
Illinois
$252K +$11.5K +50 +5%
FBB
1732
Fulton Breakefield Broenniman
Maryland
$251K -$40.6K -176 -13%
BBI
1733
Baxter Bros Inc
Connecticut
$251K
EPWM
1734
Essex Private Wealth Management
Massachusetts
$251K +$231 +1 +0.1%
BCM
1735
Bourgeon Capital Management
Connecticut
$250K
MI
1736
Markston International
New York
$249K -$2.94M -12,743 -92%
EWM
1737
Executive Wealth Management
Michigan
$249K -$45.7K -198 -15%
OC
1738
Oakworth Capital
Alabama
$247K -$6.24K -27 -2%
CVM
1739
Cheviot Value Management
California
$247K
IAP
1740
Indie Asset Partners
Indiana
$247K
PFWA
1741
Paces Ferry Wealth Advisors
Georgia
$247K +$7.62K +33 +3%
Financial Engines Advisors
1742
Financial Engines Advisors
California
$247K +$11.8K +51 +5%
GIA
1743
Granite Investment Advisors
New Hampshire
$246K -$44.1K -191 -14%
CWM
1744
Calamos Wealth Management
Illinois
$246K -$19.9K -86 -7%
CBFP
1745
Cedar Brook Financial Partners
Ohio
$246K +$59.8K +259 +30%
MWA
1746
Meridian Wealth Advisors
Texas
$245K -$7.16K -31 -3%
BHTS
1747
Bar Harbor Trust Services
Maine
$245K +$11.5K +50 +5%
QAM
1748
QCI Asset Management
New York
$244K -$204K -885 -44%
MWM
1749
Modera Wealth Management
New Jersey
$244K -$2.08K -9 -0.8%
BWM
1750
Buckley Wealth Management
Nevada
$244K