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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LGF
1001
LGT Group Foundation
Liechtenstein
$1.44M -$38.8K -174 -3%
BMC
1002
Beaton Management Company
Massachusetts
$1.43M – – –
WI
1003
WBI Investments
New Jersey
$1.43M +$1.3M +5,815 New
RIA
1004
Realta Investment Advisors
Delaware
$1.43M -$109K -491 -8%
DPIM
1005
Duff & Phelps Investment Management
Illinois
$1.42M – – –
ZF
1006
Zhang Financial
Michigan
$1.42M +$183K +823 +17%
HF
1007
HRT Financial
New York
$1.41M +$777K +3,483 +155%
EHWM
1008
Eads & Heald Wealth Management
Georgia
$1.41M +$352K +1,579 +38%
CWP
1009
CFM Wealth Partners
Texas
$1.4M – – –
FANJ
1010
Financial Architects (New Jersey)
New Jersey
$1.4M -$71.1K -319 -5%
CCA
1011
Cobblestone Capital Advisors
New York
$1.4M – – –
PVI
1012
Pine Valley Investments
New Jersey
$1.39M +$1.26M +5,644 New
OAM
1013
Occidental Asset Management
California
$1.39M +$940K +4,214 +297%
AW
1014
Alaethes Wealth
Nevada
$1.38M +$32.1K +144 +3%
IHL
1015
Investment House LLC
California
$1.38M -$130K -582 -9%
BP
1016
Ballentine Partners
Massachusetts
$1.38M +$46.2K +207 +4%
DFA
1017
DHJJ Financial Advisors
Illinois
$1.38M -$9.36K -42 -0.7%
ERIC
1018
Eagle Rock Investment Company
Georgia
$1.37M +$1.19M +5,323 New
LC
1019
Lindbrook Capital
California
$1.36M +$200K +897 +19%
TCWM
1020
Total Clarity Wealth Management
Illinois
$1.36M +$287K +1,288 +30%
EIM
1021
Essex Investment Management
Massachusetts
$1.36M -$2.1M -9,421 -63%
PIM
1022
Penobscot Investment Management
Massachusetts
$1.35M -$22.3K -100 -2%
HVM
1023
Harvest Volatility Management
Connecticut
$1.35M +$47.5K +213 +4%
EWM
1024
Empirical Wealth Management
Washington
$1.35M +$39.2K +176 +3%
PFBT
1025
Parkside Financial Bank & Trust
Missouri
$1.35M +$133K +597 +12%
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