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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
826
Curi RMB Capital
Illinois
$999K +$10.5K +74 +1%
PFPT
827
Pinnacle Financial Partners (Tennessee)
Tennessee
$993K +$21.2K +150 +2%
CWM
828
Calamos Wealth Management
Illinois
$990K +$33.4K +236 +4%
FAIM
829
Financial Advocates Investment Management
Washington
$980K +$6.93K +49 +0.8%
WSC
830
Wellington Shields & Co
New York
$968K +$35.4K +250 +4%
WOC
831
West Oak Capital
California
$965K +$37.5K +265 +4%
WAP
832
Wealthcare Advisory Partners
Pennsylvania
$962K -$3.25K -23 -0.4%
WTB
833
Washington Trust Bank
Washington
$960K -$63.7K -450 -7%
DPIM
834
Duff & Phelps Investment Management
Illinois
$955K -$19.8K -140 -2%
HSA
835
HBK Sorce Advisory
Pennsylvania
$955K -$10.6K -75 -1%
HW
836
Hancock Whitney
Mississippi
$954K -$46.5K -329 -5%
BWAM
837
Boyd Watterson Asset Management
Ohio
$954K +$707 +5 +0.1%
PVWM
838
Point View Wealth Management
New Jersey
$939K – – –
TNBTD
839
Trustmark National Bank Trust Department
Mississippi
$938K -$272K -1,921 -24%
NFG
840
Nations Financial Group
Iowa
$930K +$17K +120 +2%
NA
841
Navellier & Associates
Nevada
$927K -$3.79M -26,823 -82%
HTC
842
Haverford Trust Company
Pennsylvania
$926K -$27K -191 -3%
LC
843
Lourd Capital
California
$923K +$856K +6,054 New
CII
844
Capital International Inc
California
$919K +$852K +6,024 New
RIM
845
Rampart Investment Management
Connecticut
$918K +$243K +1,717 +4%
BFG
846
Barber Financial Group
Kansas
$916K -$83.7K -592 -9%
FBC
847
Fairfield, Bush & Co
Connecticut
$915K – – –
WEC
848
Winslow Evans & Crocker
Massachusetts
$912K -$1.41K -10 -0.2%
CCA
849
Checchi Capital Advisers
California
$912K +$76K +537 +10%
BA
850
Bristlecone Advisors
Washington
$912K +$846K +5,979 New
32 33
34
35 36