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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WEC
951
Winslow Evans & Crocker
Massachusetts
$458K -$44.2K -346 -8%
GLR
952
Great Lakes Retirement
Ohio
$456K -$94.3K -738 -16%
ST
953
Sabal Trust
Florida
$455K +$54.3K +425 +12%
CFN
954
Cordasco Financial Network
Florida
$455K +$184K +1,444 +58%
RM
955
Resource Management
Louisiana
$454K +$29K +227 +6%
JG
956
Jefferies Group
New York
$452K -$1.62M -12,700 -77%
IC
957
IEQ Capital
California
$451K -$26.4K -207 -5%
KWMG
958
King Wealth Management Group
Florida
$448K -$19.8K -155 -4%
AAM
959
Auxier Asset Management
Oregon
$448K – – –
SFG
960
Summit Financial Group
West Virginia
$447K -$4.47K -35 -0.9%
CF
961
Centaurus Financial
California
$445K +$49.8K +390 +11%
QPWM
962
Quadrant Private Wealth Management
Pennsylvania
$445K +$490K +3,838 New
BCB
963
Brian C. Broderick
$444K – – –
LWCFA
964
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$444K +$1.53K +12 +0.3%
SFG
965
SNS Financial Group
Minnesota
$443K +$21.2K +166 +5%
BIM
966
Baldwin Investment Management
Pennsylvania
$441K -$41.5K -325 -8%
RIM
967
Rampart Investment Management
Connecticut
$440K -$462K -3,616 -49%
CHA
968
Carmichael Hill & Associates
Maryland
$439K +$128 +1 +0%
WCM
969
Whitener Capital Management
North Carolina
$438K -$39K -305 -7%
LSAG
970
Lake Street Advisors Group
New Hampshire
$438K +$162K +1,265 +50%
OSNBOA
971
Old Second National Bank of Aurora
Illinois
$437K -$84.2K -659 -15%
BHIA
972
Birch Hill Investment Advisors
Massachusetts
$436K – – –
DAM
973
Doheny Asset Management
California
$436K – – –
RG
974
Rikoon Group
New Mexico
$435K -$22.5K -176 -4%
AC
975
Arjuna Capital
North Carolina
$434K -$128 -1 -0%
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