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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
FMP
1101
Financial Management Professionals
Texas
$12K
GWS
1102
Glassman Wealth Services
Virginia
$11K
DBT
1103
Dubuque Bank & Trust
Iowa
$11K +$8.6K +100 +303%
CAL
1104
Capital Advisors Ltd
Ohio
$10K
LWM
1105
LBA Wealth Management
Florida
$10K
SC
1106
Searle & Co
Connecticut
$10K
BL
1107
Balentine LLC
Georgia
$9K +$86 +1 +1%
CAW
1108
Cornerstone Advisors (Washington)
Washington
$9K +$4.04K +47 +81%
UB
1109
UMB Bank
Missouri
$8.71K +$1.77M +20,630 +25%
BCM
1110
Blume Capital Management
California
$8K
BKA
1111
Brick & Kyle Associates
Pennsylvania
$8K
FWC
1112
First Washington Corp
Washington
$8K
OC
1113
Oakworth Capital
Alabama
$8K
TFA
1114
Transamerica Financial Advisors
Florida
$8K +$4.04K +47 +107%
RCWMU
1115
Rothschild & Co Wealth Management (UK)
United Kingdom
$8K +$7.74K +90 New
FCT
1116
Family Capital Trust
Massachusetts
$8K +$8.51K +99 New
RFS
1117
Rockefeller Financial Services
New York
$7K -$13.8K -160 -67%
NYLT
1118
New York Life Trust
New York
$6K -$167K -1,937 -96%
MFBTD
1119
MB Financial Bank - Trust Department
Illinois
$6K
DA
1120
Dunvegan Associates
California
$5K
WAS
1121
Winch Advisory Services
Wisconsin
$5K
PVH
1122
Psagot Value Holdings
Israel
$4K
TWMP
1123
Taylor Wealth Management Partners
Massachusetts
$3K +$3.52K +41 New
RWM
1124
Raffa Wealth Management
District of Columbia
$1.1K
QAM
1125
QCI Asset Management
New York
$1K