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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
NCM
1101
Nelson Capital Management
California
$18K – – –
KPCM
1102
Kings Point Capital Management
New York
$17K – – –
AIM
1103
Arcadia Investment Management
Michigan
$16K +$17.2K +200 New
TCM
1104
Tradewinds Capital Management
Washington
$14K -$48.8K -568 -77%
MCA
1105
Mercer Capital Advisers
New Jersey
$13K – – –
FMP
1106
Financial Management Professionals
Texas
$12K – – –
GWS
1107
Glassman Wealth Services
Virginia
$11K – – –
DBT
1108
Dubuque Bank & Trust
Iowa
$11K +$8.6K +100 +303%
CAL
1109
Capital Advisors Ltd
Ohio
$10K – – –
LWM
1110
LBA Wealth Management
Florida
$10K – – –
SC
1111
Searle & Co
Connecticut
$10K – – –
BL
1112
Balentine LLC
Georgia
$9K +$86 +1 +1%
CAW
1113
Cornerstone Advisors (Washington)
Washington
$9K +$4.04K +47 +81%
BCM
1114
Blume Capital Management
California
$8K – – –
BKA
1115
Brick & Kyle Associates
Pennsylvania
$8K – – –
FWC
1116
First Washington Corp
Washington
$8K – – –
OC
1117
Oakworth Capital
Alabama
$8K – – –
TFA
1118
Transamerica Financial Advisors
Florida
$8K +$4.04K +47 +107%
RCWMU
1119
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K +$7.74K +90 New
FCT
1120
Family Capital Trust
Massachusetts
$8K +$8.51K +99 New
RFS
1121
Rockefeller Financial Services
New York
$7K -$13.8K -160 -67%
NYLT
1122
New York Life Trust
New York
$6K -$167K -1,937 -96%
MFBTD
1123
MB Financial Bank - Trust Department
Illinois
$6K – – –
DA
1124
Dunvegan Associates
California
$5K – – –
WAS
1125
Winch Advisory Services
Wisconsin
$5K – – –