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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
651
Cornerstone Wealth Group
North Carolina
$1.72M +$1.68M +12,673 New
SWM
652
Segment Wealth Management
Texas
$1.7M – – –
BOC
653
Barbara Oil Co
Illinois
$1.69M – – –
FCM
654
Flinton Capital Management
Pennsylvania
$1.69M +$172K +1,296 +12%
TRCT
655
Tower Research Capital (TRC)
New York
$1.69M +$1.42M +10,705 +610%
MIAN
656
Mariner Independent Advisor Network
Kansas
$1.66M -$246K -1,854 -13%
FLI
657
Family Legacy Inc
South Carolina
$1.65M +$20.1K +151 +1%
RC
658
Roundview Capital
New Jersey
$1.63M +$6.64K +50 +0.4%
LNC
659
Lincoln National Corp
Pennsylvania
$1.62M +$40.6K +306 +3%
LIM
660
Leavell Investment Management
Alabama
$1.62M -$93K -700 -6%
ICOM
661
Investment Counselors of Maryland
Maryland
$1.62M -$89.7K -675 -5%
JG
662
Jefferies Group
New York
$1.61M -$2.56M -19,259 -62%
AI
663
Atria Investments
North Carolina
$1.6M +$722K +5,439 +85%
JPMIA
664
J.P. Marvel Investment Advisors
Massachusetts
$1.6M +$33.2K +250 +2%
MCM
665
Murphy Capital Management
New Jersey
$1.6M -$57.1K -430 -4%
RG
666
Rathbones Group
United Kingdom
$1.6M -$609K -4,588 -28%
EF
667
Empirical Finance
Pennsylvania
$1.59M +$44.1K +332 +3%
JIC
668
Johnson Investment Counsel
Ohio
$1.59M +$8.23K +62 +0.5%
ZCA
669
Zeke Capital Advisors
Pennsylvania
$1.59M – – –
FPCG
670
Fort Pitt Capital Group
Pennsylvania
$1.58M -$53.3K -401 -3%
SSB
671
Sandy Spring Bank
Maryland
$1.57M +$742K +5,587 +93%
WIS
672
Wright Investors Service
Connecticut
$1.57M -$1.34M -10,086 -47%
HIC
673
Holderness Investments Company
North Carolina
$1.57M -$21.9K -165 -1%
HCMT
674
Highland Capital Management (Tennessee)
Tennessee
$1.56M +$418K +3,149 +38%
KRSITF
675
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.55M -$30.6K -230 -2%
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