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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UAS
801
United Asset Strategies
New York
$1.46M +$82.4K +451 +5%
VVP
802
Venture Visionary Partners
Ohio
$1.46M +$11.5K +63 +0.7%
PCM
803
Princeton Capital Management
New Jersey
$1.46M -$66.5K -364 -4%
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$54.1K +296 +3%
AIL
805
AGF Investments LLC
Ontario, Canada
$1.45M +$733K +4,015 +84%
OA
806
Oxbow Advisors
Texas
$1.44M – – –
WHG
807
Westwood Holdings Group
Texas
$1.44M -$94.6K -518 -6%
AWM
808
Axxcess Wealth Management
California
$1.43M -$399K -2,184 -20%
USCWA
809
U.S. Capital Wealth Advisors
Texas
$1.43M -$8.22K -45 -0.5%
SSWM
810
Smith Salley Wealth Management
North Carolina
$1.43M +$16.8K +92 +1%
SW
811
SVB Wealth
Massachusetts
$1.43M +$431K +2,360 +37%
CAAS
812
Capital Asset Advisory Services
Michigan
$1.42M -$221K -1,211 -12%
CPA
813
Court Place Advisors
Maryland
$1.41M -$18.3K -100 -1%
PNC
814
Park National Corp
Ohio
$1.41M +$16.1K +88 +1%
CPIA
815
Cornell Pochily Investment Advisors
New York
$1.4M +$13.7K +75 +0.9%
BCM
816
Boltwood Capital Management
California
$1.4M -$448K -2,451 -22%
MSAM
817
Moloney Securities Asset Management
Missouri
$1.39M -$55.9K -306 -3%
DFA
818
DHJJ Financial Advisors
Illinois
$1.39M – – –
EH
819
Equitable Holdings
New York
$1.38M +$54.8K +300 +4%
BC
820
Burleson & Co
California
$1.38M +$179K +980 +13%
CA
821
Continuum Advisory
Idaho
$1.38M +$636K +3,484 +71%
AF
822
Advisornet Financial
Minnesota
$1.37M -$86.2K -472 -5%
GTAM
823
Global Trust Asset Management
Florida
$1.37M -$137K -752 -8%
DWT
824
Dorsey & Whitney Trust
South Dakota
$1.37M -$27.4K -150 -2%
SWM
825
SeaCrest Wealth Management
New York
$1.36M -$53.2K -291 -3%
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