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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RBWA
826
RFG - Bristol Wealth Advisors
Massachusetts
$3.29M +$300K +842 +9%
LWP
827
LMG Wealth Partners
Louisiana
$3.28M +$23.9K +67 +0.7%
FM
828
Family Management
New York
$3.28M +$145K +406 +4%
DCM
829
Delta Capital Management
New Jersey
$3.26M +$3.16M +8,880 +888%
FDS
830
First Dallas Securities
Texas
$3.25M -$4.99K -14 -0.1%
SWM
831
SeaCrest Wealth Management
New York
$3.22M +$43.8K +123 +1%
NP
832
Nilsine Partners
Colorado
$3.2M -$30.3K -85 -0.9%
RCM
833
RB Capital Management
Nevada
$3.2M -$15.7K -44 -0.5%
FWM
834
Finer Wealth Management
Massachusetts
$3.19M +$89.4K +251 +3%
WSC
835
Wellington Shields & Co
New York
$3.18M +$10.3K +29 +0.3%
CFB
836
Cullen/Frost Bankers
Texas
$3.17M -$264K -742 -7%
CIEC
837
Crédit Industriel et Commercial
France
$3.17M +$3.42M +9,604 New
RWM
838
Ritholtz Wealth Management
New York
$3.16M +$1.43K +4 +0%
CA
839
Cumberland Advisors
Florida
$3.15M -$106K -297 -3%
EWM
840
Evercore Wealth Management
New York
$3.13M -$243K -683 -7%
MMPW
841
Mitchell McLeod Pugh & Williams
Alabama
$3.13M +$356 +1 +0%
VSQM
842
V-Square Quantitative Management
Illinois
$3.12M +$163K +459 +5%
CLOS
843
Compagnie Lombard Odier SCmA
Switzerland
$3.12M -$4.03M -11,304 -54%
HSA
844
HBK Sorce Advisory
Pennsylvania
$3.1M +$33.1K +93 +1%
PA
845
Profund Advisors
Maryland
$3.1M -$272K -763 -8%
CA
846
Cambridge Advisors
Nebraska
$3.09M – – –
PAM
847
Palisade Asset Management
Minnesota
$3.08M -$12.5K -35 -0.4%
1SB
848
1ST Source Bank
Indiana
$3.07M +$15.7K +44 +0.5%
SFG
849
SevenBridge Financial Group
Pennsylvania
$3.07M +$908K +2,550 +40%
FCP
850
Fidelis Capital Partners
Florida
$3.06M -$12.5K -35 -0.3%
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