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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
801
Carroll Financial Associates
North Carolina
$972K +$28.1K +201 +3%
SIM
802
Stratos Investment Management
Ohio
$968K +$285K +2,042 +45%
MAFM
803
Mid Atlantic Financial Management
Pennsylvania
$967K +$10.7K +77 +1%
TIA
804
Tiemann Investment Advisors
California
$966K -$39.4K -282 -4%
CC
805
Cedar Capital
Illinois
$966K +$63.5K +455 +7%
BUB
806
BBVA USA Bancshares
Texas
$966K +$913K +6,540 New
KWM
807
Kingsview Wealth Management
Oregon
$965K +$203K +1,456 +29%
HJMC
808
Hellman Jordan Management Company
Massachusetts
$962K +$27.2K +195 +3%
WSC
809
Wellington Shields & Co
New York
$960K +$907K +6,500 New
MAM
810
Morse Asset Management
Connecticut
$959K -$126K -900 -12%
AA
811
Argent Advisors
Louisiana
$956K +$912K +6,534 New
KMWM
812
Keudell/Morrison Wealth Management
Oregon
$949K – – –
TAIM
813
TD Ameritrade Investment Management
Nebraska
$949K +$38.7K +277 +5%
GT
814
Glenview Trust
Kentucky
$948K -$1.18M -8,484 -57%
HI
815
Hudock Inc
Pennsylvania
$948K +$9.21K +66 +1%
GI
816
GAMCO Investors
Connecticut
$947K -$225K -1,610 -20%
IHL
817
Investment House LLC
California
$946K – – –
SCM
818
SOL Capital Management
Maryland
$945K -$9.35K -67 -1%
CFGS
819
Concourse Financial Group Securities
Alabama
$943K +$620K +4,444 +229%
GC
820
Garde Capital
Washington
$938K +$9.35K +67 +1%
GBBWRPM
821
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$938K +$10.3K +74 +1%
BFA
822
Bragg Financial Advisors
North Carolina
$935K -$53.2K -381 -6%
DLA
823
Douglas Lane & Associates
New York
$935K +$8.23K +59 +0.9%
RBFC
824
Roman Butler Fullerton & Co
Missouri
$933K +$6.7K +48 +0.7%
ET
825
Equitable Trust
Tennessee
$930K -$45.4K -325 -5%
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