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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IP
651
Investment Partners
Ohio
$702K +$251K +3,745 +57%
BAS
652
Brown Advisory Securities
Maryland
$699K +$168K +2,509 +38%
WOC
653
West Oak Capital
California
$686K -$104K -1,550 -15%
NPC
654
National Planning Corporation
California
$684K -$384K -5,732 -38%
AP
655
Advisor Partners
California
$683K +$260K +3,877 +77%
CEP
656
Chicago Equity Partners
Illinois
$674K +$590K +8,800 New
AL
657
Agran Libbie
California
$672K -$66.7K -995 -10%
WA
658
WBH Advisory
Maryland
$672K -$5.97K -89 -1%
W
659
Wealthfront
California
$667K -$60.1K -896 -9%
MI
660
Montage Investments
Kansas
$666K +$583K +8,696 New
Luther King Capital Management (LKCM)
661
Luther King Capital Management (LKCM)
Texas
$665K +$32.3K +481 +6%
SC
662
Savant Capital
Illinois
$665K +$46.9K +699 +9%
ASN
663
Advisory Services Network
Georgia
$664K +$207K +3,082 +55%
SAM
664
Sawgrass Asset Management
Florida
$651K
OA
665
Oxbow Advisors
Texas
$651K +$179K +2,672 +46%
IAMOG
666
Investors Asset Management of Georgia
Georgia
$650K +$6.71K +100 +1%
AT
667
Argent Trust
Texas
$648K +$50.3K +750 +10%
TSS
668
Thomas Story & Son
Indiana
$643K
TYCC
669
Texas Yale Capital Corp
Florida
$640K -$32.2K -480 -5%
GC
670
Garde Capital
Washington
$640K +$75.5K +1,125 +16%
SLAM
671
Swiss Life Asset Management
$635K -$570K -8,506 -51%
AT
672
Acadia Trust
Maine
$635K -$2.01K -30 -0.4%
TIA
673
Tiemann Investment Advisors
California
$630K -$6.71K -100 -1%
BFA
674
Bragg Financial Advisors
North Carolina
$629K -$23.8K -355 -4%
CL
675
CPWM LLC
Washington
$629K -$16.6K -248 -3%