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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
626
Leavell Investment Management
Alabama
$1.61M +$57.5K +442 +4%
DMC
627
Drexel Morgan & Co
Pennsylvania
$1.61M +$70.4K +541 +4%
ICOM
628
Investment Counselors of Maryland
Maryland
$1.6M – – –
SWM
629
Segment Wealth Management
Texas
$1.59M -$45.7K -351 -3%
TLP
630
Trinity Legacy Partners
Texas
$1.59M +$1.63M +12,502 New
BOC
631
Barbara Oil Co
Illinois
$1.59M – – –
SCA
632
Strategic Capital Advisers
Colorado
$1.58M -$621K -4,773 -28%
MCWS
633
McKinley Carter Wealth Services
West Virginia
$1.58M +$54.8K +421 +4%
PFS
634
Prospera Financial Services
Texas
$1.58M +$547K +4,201 +51%
KA
635
Kintegral Advisory
New York
$1.56M +$1.6M +12,295 New
MCM
636
Murphy Capital Management
New Jersey
$1.55M -$37.1K -285 -2%
KLCM
637
KG&L Capital Management
Louisiana
$1.54M +$1.58M +12,149 New
FPCG
638
Fort Pitt Capital Group
Pennsylvania
$1.54M +$65.7K +505 +4%
TIA
639
Trust Investment Advisors
Indiana
$1.53M -$19.5K -150 -1%
HR
640
Hayden Royal
North Carolina
$1.53M +$1.57M +12,078 New
KJWM
641
Kiley Juergens Wealth Management
Washington
$1.52M +$531K +4,084 +52%
RC
642
Roundview Capital
New Jersey
$1.52M -$27.3K -210 -2%
SL
643
Summitry LLC
California
$1.51M +$148K +1,140 +11%
RMC
644
Resources Management Corp
Connecticut
$1.51M – – –
FIM
645
Freedom Investment Management
Connecticut
$1.5M -$1.25M -9,645 -45%
SCA
646
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M – – –
WAM
647
Weatherly Asset Management
California
$1.49M +$15.9K +122 +1%
HIC
648
Holderness Investments Company
North Carolina
$1.49M -$108K -830 -7%
ZCA
649
Zeke Capital Advisors
Pennsylvania
$1.49M -$66.5K -511 -4%
LNC
650
Lincoln National Corp
Pennsylvania
$1.48M +$14.6K +112 +1%
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