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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
851
HBK Sorce Advisory
Pennsylvania
$860K +$126K +844 +15%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$859K +$108K +725 +13%
CAMG
853
CWA Asset Management Group
Florida
$857K +$147K +987 +19%
WAM
854
Wealthspire Advisors (Maryland)
Maryland
$852K +$98.9K +662 +12%
HTC
855
Haverford Trust Company
Pennsylvania
$850K -$17.5K -117 -2%
CWM
856
Calamos Wealth Management
Illinois
$849K -$18.1K -121 -2%
BWAM
857
Boyd Watterson Asset Management
Ohio
$848K – – –
S
858
SignatureFD
Georgia
$845K -$42.6K -285 -4%
TL
859
Tirschwell & Loewy
New York
$841K -$14.9K -100 -2%
PVWM
860
Point View Wealth Management
New Jersey
$835K -$19.3K -129 -2%
1IA
861
1834 Investment Advisors
Wisconsin
$829K -$444K -2,969 -33%
WSC
862
Wellington Shields & Co
New York
$828K – – –
DCM
863
Dupont Capital Management
Delaware
$828K +$273K +1,829 +43%
BCM
864
BlueCrest Capital Management
Jersey
$826K +$910K +6,091 New
WOC
865
West Oak Capital
California
$823K -$17.2K -115 -2%
MWAC
866
Mariner Wealth Advisors (Cincinnati)
Ohio
$816K +$393K +2,630 +78%
FBC
867
Fairfield, Bush & Co
Connecticut
$814K -$89.7K -600 -9%
WEC
868
Winslow Evans & Crocker
Massachusetts
$812K +$519K +3,474 +139%
CCG
869
Cypress Capital Group
Florida
$811K -$385K -2,575 -30%
NFG
870
Nations Financial Group
Iowa
$811K -$15.7K -105 -2%
LOAME
871
Lombard Odier Asset Management (Europe)
United Kingdom
$809K – – –
WT
872
Washington Trust
Rhode Island
$807K +$13.7K +92 +2%
CCT
873
Country Club Trust
Missouri
$807K +$86.4K +578 +11%
GHAM
874
Gilman Hill Asset Management
Connecticut
$805K +$887K +5,934 New
GC
875
Garde Capital
Washington
$799K – – –
33 34
35
36 37