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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
801
Douglass Winthrop Advisors
New York
$2.15M -$327K -1,500 -14%
MFG
802
Merit Financial Group
Georgia
$2.15M +$379K +1,743 +24%
HDIM
803
Hanson & Doremus Investment Management
Vermont
$2.15M +$5.01K +23 +0.3%
JCM
804
Jag Capital Management
Missouri
$2.15M +$1.66M +7,640 +571%
MAS
805
Meeder Advisory Services
Ohio
$2.15M +$1.95M +8,967 New
WSFS
806
Wilmington Savings Fund Society
Delaware
$2.15M – – –
OPA
807
Old Port Advisors
Maine
$2.15M -$2.83K -13 -0.1%
VVP
808
Venture Visionary Partners
Ohio
$2.14M +$2.4K +11 +0.1%
EL
809
EMFO LLC
Florida
$2.13M -$111K -510 -5%
HI
810
Hoey Investments
Pennsylvania
$2.13M -$94K -432 -5%
SWM
811
Spire Wealth Management
Virginia
$2.13M -$62.5K -287 -3%
PNC
812
Park National Corp
Ohio
$2.11M +$54K +248 +3%
TMAM
813
Tokio Marine Asset Management
Japan
$2.11M +$186K +854 +11%
MMHP
814
Murphy Middleton Hinkle & Parker
Georgia
$2.1M -$29.8K -137 -2%
WHG
815
Westwood Holdings Group
Texas
$2.1M -$2.61K -12 -0.1%
AWM
816
Avitas Wealth Management
California
$2.09M +$521K +2,393 +38%
LWP
817
LMG Wealth Partners
Louisiana
$2.09M +$1.78M +8,161 New
PFA
818
Pure Financial Advisors
California
$2.09M -$67.3K -309 -3%
PCM
819
Princeton Capital Management
New Jersey
$2.09M -$37.9K -174 -2%
OA
820
Oxbow Advisors
Texas
$2.08M -$20K -92 -1%
BAMF
821
BI Asset Management Fondsmaeglerselskab
Denmark
$2.08M +$811K +3,724 +75%
SSWM
822
Smith Salley Wealth Management
North Carolina
$2.07M -$11.5K -53 -0.6%
CPA
823
Court Place Advisors
Maryland
$2.06M – – –
DI
824
DFPG Investments
Utah
$2.06M +$237K +1,087 +15%
MCM
825
Moore Capital Management
New York
$2.05M +$1.87M +8,576 New
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