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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1876
Sandy Cove Advisors
Massachusetts
$523K -$13.4K -42 -3%
BEAM
1877
Baker Ellis Asset Management
Washington
$523K +$200K +627 +78%
MLFP
1878
MPS Loria Financial Planners
Illinois
$523K -$540K -1,689 -54%
RA
1879
Ransom Advisory
Rhode Island
$522K +$455K +1,425 New
Braun Stacey Associates
1880
Braun Stacey Associates
New York
$522K – – –
WA
1881
Wealth Alliance
New York
$521K +$1.28K +4 +0.3%
GXJ
1882
Global X Japan
Japan
$521K +$24.9K +78 +6%
Boston Partners
1883
Boston Partners
Massachusetts
$521K -$145M -454,824 -100%
PAA
1884
Peregrine Asset Advisers
Oregon
$520K +$1.6K +5 +0.4%
EA
1885
Everpar Advisors
Oklahoma
$518K -$284K -889 -39%
WGC
1886
Watts Gwilliam & Co
Arizona
$518K +$462K +1,445 New
BF
1887
Blankinship & Foster
California
$517K +$10.9K +34 +2%
JWM
1888
Jupiter Wealth Management
Colorado
$517K – – –
AL
1889
ACAS LLC
California
$515K -$7.35K -23 -2%
SC
1890
Schulhoff & Co
Ohio
$513K -$9.59K -30 -2%
AA
1891
Alta Advisers
United Kingdom
$513K – – –
IIM
1892
Ironwood Investment Management
Massachusetts
$513K – – –
NJBEST
1893
New Jersey Better Educational Savings Trust
New Jersey
$513K – – –
SM
1894
Sweeney & Michel
California
$512K +$457K +1,431 New
KIG
1895
Kessler Investment Group
Indiana
$512K +$143K +447 +47%
SWA
1896
SFMG Wealth Advisors
Texas
$510K +$5.11K +16 +1%
FWM
1897
Fingerlakes Wealth Management
New York
$508K +$1.92K +6 +0.4%
ITB
1898
Idaho Trust Bank
Idaho
$508K +$444K +1,388 New
WFA
1899
WestHill Financial Advisors
California
$508K -$10.5K -33 -2%
ILI
1900
Invesco LLC (Illinois)
Illinois
$508K +$959 +3 +0.2%