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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
901
Silverlake Wealth Management
Vermont
$1.87M +$3.34K +15 +0.2%
AB
902
Atlas Brown
Kentucky
$1.87M +$892 +4 +0.1%
DSN
903
D. Scott Neal
Kentucky
$1.86M -$2.68K -12 -0.2%
CT
904
Cambridge Trust
Massachusetts
$1.84M -$114K -511 -6%
WAM
905
Weatherly Asset Management
California
$1.84M -$5.57K -25 -0.3%
AWA
906
Arete Wealth Advisors
Illinois
$1.83M +$385K +1,729 +30%
FWM
907
Focused Wealth Management
New York
$1.83M -$9.81K -44 -0.6%
RA
908
RFG Advisory
Alabama
$1.82M +$3.79K +17 +0.2%
VCA
909
Verdence Capital Advisors
Maryland
$1.82M +$6.02K +27 +0.4%
CCP
910
Cunning Capital Partners
North Carolina
$1.8M -$1.63M -7,320 Closed
BA
911
BCM Advisors
Louisiana
$1.79M – – –
CA
912
CGN Advisors
Kansas
$1.79M +$200K +895 +14%
DWP
913
Daymark Wealth Partners
Ohio
$1.79M +$1.09M +4,876 +204%
WA
914
Waverly Advisors
Alabama
$1.78M +$571K +2,563 +55%
WBC
915
Westpac Banking Corp
Australia
$1.78M -$8.98M -40,257 -85%
QIM
916
Quest Investment Management
Oregon
$1.77M -$88.1K -395 -5%
TSWM
917
Triangle Securities Wealth Management
North Carolina
$1.77M -$42.4K -190 -3%
CSI
918
Cross Staff Investments
New York
$1.76M – – –
HI
919
Hoey Investments
Pennsylvania
$1.76M -$434K -1,948 -21%
FSA
920
Franklin Street Advisors
North Carolina
$1.76M +$34.6K +155 +2%
CT
921
Columbia Trust
Oregon
$1.76M -$102K -456 -6%
CIA
922
Cascade Investment Advisors
Oregon
$1.74M +$17.8K +80 +1%
GCM
923
Gables Capital Management
Florida
$1.74M +$16.7K +75 +1%
VBCG
924
Valley Brook Capital Group
Pennsylvania
$1.74M – – –
PA
925
Probity Advisors
Texas
$1.74M +$1.57M +7,059 New
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