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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
DHFB
751
Dixon Hubard Feinour & Brown
Virginia
$820K
DPIM
752
Duff & Phelps Investment Management
Illinois
$817K -$13.8K -120 -2%
CONA
753
Capital One National Association
New York
$811K +$50.9K +442 +7%
FPCP
754
Fort Point Capital Partners
California
$810K +$748K +6,498 New
GP
755
Girard Partners
Pennsylvania
$805K -$22.3K -194 -3%
SCM
756
SOL Capital Management
Maryland
$803K -$28.2K -245 -4%
TMAM
757
Tokio Marine Asset Management
Japan
$800K -$884K -7,679 -54%
BFG
758
Barber Financial Group
Kansas
$800K -$27.2K -236 -4%
FWM
759
Frontier Wealth Management
Missouri
$789K +$122K +1,060 +20%
HTC
760
Haverford Trust Company
Pennsylvania
$786K +$17.3K +150 +2%
AWA
761
ARS Wealth Advisors
Florida
$772K +$330K +2,863 +86%
FCIM
762
Fairview Capital Investment Management
California
$765K +$104K +900 +17%
TL
763
Tirschwell & Loewy
New York
$764K -$25.9K -225 -4%
BCM
764
Buckhead Capital Management
Georgia
$764K
NQWM
765
Northwest Quadrant Wealth Management
Oregon
$761K -$10K -87 -2%
WSC
766
Wellington Shields & Co
New York
$761K
DWT
767
Dorsey & Whitney Trust
South Dakota
$758K -$576 -5 -0.1%
CL
768
CPWM LLC
Washington
$754K -$120K -1,039 -15%
WT
769
Washington Trust
Rhode Island
$750K -$25.9K -225 -4%
FLI
770
Family Legacy Inc
South Carolina
$748K -$411K -3,573 -37%
Fisher Asset Management
771
Fisher Asset Management
Washington
$748K -$22.5K -195 -3%
FBC
772
Fairfield, Bush & Co
Connecticut
$748K
AB
773
Atlas Brown
Kentucky
$746K +$118K +1,025 +21%
NFG
774
Next Financial Group
Texas
$742K -$97.5K -847 -13%
FDS
775
First Dallas Securities
Texas
$741K -$17.3K -150 -2%