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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
801
BNC Wealth Management
Oregon
$3.92M +$243K +705 +8%
MOS
802
MGO One Seven
Ohio
$3.92M +$352K +1,018 +11%
EWM
803
Evercore Wealth Management
New York
$3.9M -$51.5K -149 -1%
PA
804
Profund Advisors
Maryland
$3.89M -$732K -2,121 -18%
SCM
805
Schnieders Capital Management
California
$3.87M +$15.9K +46 +0.5%
BFA
806
Brendel Financial Advisors
New Hampshire
$3.87M +$155K +450 +5%
PA
807
PFG Advisors
Arizona
$3.87M -$256K -741 -7%
ATC
808
Argent Trust Co
Tennessee
$3.86M -$4.83K -14 -0.1%
MWA
809
Midland Wealth Advisors
Illinois
$3.86M -$586K -1,698 -15%
CA
810
Cumberland Advisors
Florida
$3.85M – – –
FDS
811
First Dallas Securities
Texas
$3.85M -$68.7K -199 -2%
TC
812
Truvestments Capital
Florida
$3.84M +$3.11K +9 +0.1%
LWP
813
LMG Wealth Partners
Louisiana
$3.84M +$67.7K +196 +2%
EWM
814
Empirical Wealth Management
Washington
$3.84M -$398K -1,152 -11%
CCM
815
Consolidated Capital Management
California
$3.84M -$361K -1,045 -10%
CFB
816
Cullen/Frost Bankers
Texas
$3.83M -$83.2K -241 -2%
BIM
817
Baldwin Investment Management
Pennsylvania
$3.81M -$104K -302 -3%
MCM
818
Mill Capital Management
North Carolina
$3.81M – – –
WSC
819
Wellington Shields & Co
New York
$3.76M – – –
SWM
820
SeaCrest Wealth Management
New York
$3.76M -$11.1K -32 -0.3%
FNBTCON
821
First National Bank & Trust Co of Newtown
Pennsylvania
$3.75M +$21.8K +63 +0.7%
WWP
822
WR Wealth Planners
Missouri
$3.75M -$7.94K -23 -0.2%
JWCA
823
J.W. Cole Advisors
Florida
$3.74M +$228K +660 +7%
RCM
824
RB Capital Management
Nevada
$3.74M +$51.5K +149 +2%
HI
825
Hudock Inc
Pennsylvania
$3.72M -$147K -426 -4%
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