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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
A
351
Allianz
Germany
$18.5M
SC
352
Savant Capital
Illinois
$18.5M +$949K +2,847 +6%
UB
353
UMB Bank
Missouri
$18.4M -$778K -2,335 -5%
IAN
354
Integrated Advisors Network
Texas
$18.2M +$701K +2,102 +5%
BHWM
355
Bar Harbor Wealth Management
New Hampshire
$18.2M -$776K -2,327 -5%
UCFA
356
United Capital Financial Advisors
Texas
$18.2M -$579K -1,736 -4%
FNBT
357
FineMark National Bank & Trust
Florida
$17.9M +$66.7K +200 +0.4%
DC
358
Davenport & Co
Virginia
$17.9M +$24.7K +74 +0.2%
CA
359
Cornerstone Advisors
North Carolina
$17.9M +$3.17M +9,500 +26%
SW
360
SlateStone Wealth
Florida
$17.8M +$277K +830 +2%
FNT
361
First National Trust
Pennsylvania
$17.6M -$164K -492 -1%
ASN
362
Advisory Services Network
Georgia
$17.6M +$1.03M +3,079 +8%
CGH
363
Crossmark Global Holdings
Texas
$17.5M -$1.72M -5,173 -10%
AAIM
364
American Assets Investment Management
California
$17.5M
IAA
365
Independent Advisor Alliance
North Carolina
$17.3M -$476K -1,427 -3%
HC
366
Henshaw Capital
Massachusetts
$17.2M
GAM
367
Generali Asset Management
Italy
$17.2M -$213K -639 -1%
ZP
368
Zimmer Partners
New York
$17.1M -$7.98M -23,950 -35%
AIA
369
Allied Investment Advisors
Montana
$17M +$249K +747 +2%
AM
370
Atwater Malick
Pennsylvania
$16.6M +$33.3K +100 +0.2%
Rafferty Asset Management
371
Rafferty Asset Management
New York
$16.5M +$2.04M +6,115 +17%
SWM
372
Segment Wealth Management
Texas
$16.5M +$169K +506 +1%
SCM
373
Shelton Capital Management
Colorado
$16.5M +$2.47M +7,422 +21%
STA
374
Summit Trail Advisors
New York
$16.4M +$14.1M +42,329 New
NB
375
NBT Bank
New York
$16.4M +$3.7M +11,086 +36%