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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
801
Cumberland Advisors
Florida
$2.42M – – –
MCWS
802
McKinley Carter Wealth Services
West Virginia
$2.42M +$36.1K +162 +2%
GP
803
Geneva Partners
Wisconsin
$2.41M +$2.19M +9,811 New
H
804
HoyleCohen
California
$2.41M -$34.3K -154 -2%
HI
805
Hudock Inc
Pennsylvania
$2.41M +$5.35K +24 +0.2%
IP
806
Ignite Planners
California
$2.4M -$5.57K -25 -0.3%
JIC
807
Johnson Investment Counsel
Ohio
$2.4M +$72K +323 +3%
JCM
808
Jag Capital Management
Missouri
$2.4M +$149K +669 +7%
EWM
809
Evercore Wealth Management
New York
$2.39M -$11.1K -50 -0.5%
PAM
810
Palisade Asset Management
Minnesota
$2.38M +$8.7K +39 +0.4%
AFG
811
Atomi Financial Group
New York
$2.38M +$94.8K +425 +5%
FNBTCON
812
First National Bank & Trust Co of Newtown
Pennsylvania
$2.37M +$25.9K +116 +1%
BCM
813
Becker Capital Management
Oregon
$2.37M -$4.34M -19,485 -67%
CWAF
814
Core Wealth Advisors (Florida)
Florida
$2.37M +$90.3K +405 +4%
WSC
815
Wellington Shields & Co
New York
$2.36M – – –
MNBTD
816
Moody National Bank Trust Division
Texas
$2.36M +$18.3K +82 +0.9%
BB
817
Berkshire Bank
Massachusetts
$2.34M -$16.1K -72 -0.8%
4WM
818
44 Wealth Management
Oregon
$2.34M +$1.35M +6,070 +177%
MCM
819
McMillion Capital Management
North Carolina
$2.33M -$59.1K -265 -3%
FWM
820
Finer Wealth Management
Massachusetts
$2.33M +$78.3K +351 +4%
DT
821
Diversified Trust
Tennessee
$2.32M -$6.02K -27 -0.3%
LFS
822
Legacy Financial Strategies
Kansas
$2.32M +$2.1M +9,423 New
BIM
823
Baldwin Investment Management
Pennsylvania
$2.31M +$38.6K +173 +2%
KTC
824
Kistler-Tiffany Companies
Pennsylvania
$2.31M +$15.6K +70 +0.7%
IIM
825
Intact Investment Management
Quebec, Canada
$2.31M -$468K -2,100 -18%
31 32
33
34 35