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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
776
Concert Wealth Management
California
$817K +$33.8K +322 +4%
CT
777
Coastline Trust
Rhode Island
$811K
EWA
778
EP Wealth Advisors
California
$790K +$27.4K +261 +4%
GC
779
Garde Capital
Washington
$786K +$760K +7,237 New
CCM
780
Catapult Capital Management
New York
$783K +$756K +7,205 New
EVC
781
Eidelman Virant Capital
Missouri
$771K
LOCC
782
Lombard Odier & Cie (Canada)
Quebec, Canada
$767K
LPC
783
Loeb Partners Corp
New York
$761K
PSI
784
Pinnacle Summer Investments
Virginia
$761K +$5.77K +55 +0.8%
PRA
785
Parametric Risk Advisors
Connecticut
$761K +$103K +983 +16%
FTI
786
Fiduciary Trust International
Massachusetts
$758K +$261K +2,487 +55%
SA
787
Strategic Advisors
New York
$754K -$78.5K -748 -10%
CTA
788
Colonial Trust Advisors
South Carolina
$753K +$36.7K +350 +5%
YP
789
Yellowstone Partners
Idaho
$750K -$72K -686 -9%
PAM
790
Premier Asset Management
Illinois
$748K
AHC
791
Anderson Hoagland & Co
Missouri
$744K
FSA
792
Franklin Street Advisors
North Carolina
$742K +$105K +1,000 +17%
SWP
793
Stratos Wealth Partners
Ohio
$741K +$716K +6,820 New
SAM
794
Shikiar Asset Management
New York
$725K -$52.5K -500 -7%
SCM
795
SOL Capital Management
Maryland
$722K
BDF
796
Balasa Dinverno & Foltz
$721K -$36.2K -345 -5%
AP
797
Advisor Partners
California
$713K +$22.1K +211 +3%
WTIM
798
Wilmington Trust Investment Management
Delaware
$711K -$157K -1,500 -19%
PCM
799
Prelude Capital Management
New York
$711K +$209K +1,989 +44%
TBA
800
Train Babcock Advisors
New York
$703K +$15.7K +150 +2%