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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
1101
NewEdge Advisors
Louisiana
$86.3K +$81.3K +800 New
MCIA
1102
Mountain Capital Investment Advisors
Colorado
$86K +$81.2K +799 New
EWM
1103
Endurance Wealth Management
Rhode Island
$83K +$9.65K +95 +14%
EFSCE
1104
Enterprise Financial Services Corp (EFSC)
Missouri
$82K -$31.3K -308 -29%
PG
1105
Patten Group
Tennessee
$81K +$406 +4 +0.6%
TJHA
1106
Thomas J. Herzfeld Advisors
Florida
$76K +$508 +5 +0.7%
DOA
1107
D'Orazio & Associates
Virginia
$76K +$1.02K +10 +1%
GI
1108
Gradient Investments
Minnesota
$74K -$11K -108 -14%
BWP
1109
Baldwin Wealth Partners
Massachusetts
$74K +$8.84K +87 +15%
ABA
1110
American Beacon Advisors
Texas
$71K – – –
JFGIW
1111
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$71K – – –
VCM
1112
Vigilant Capital Management
Maine
$70K – – –
EAM
1113
Exane Asset Management
France
$69.2K +$65.4K +644 New
IUHSA
1114
Itau Unibanco Holding S.A.
Brazil
$67K +$63.7K +627 New
OFW
1115
Omnia Family Wealth
Florida
$65K -$7.72K -76 -11%
GEA
1116
Glen Eagle Advisors
New Jersey
$64.1K – – –
ST
1117
Sageworth Trust
Pennsylvania
$64K +$9.65K +95 +19%
PCTC
1118
Perkins Coie Trust Company
Washington
$64K +$61K +600 New
RFM
1119
Royal Fund Management
Florida
$63K +$711 +7 +1%
LWM
1120
Lenox Wealth Management
Ohio
$62K -$24.8K -244 -30%
AIM
1121
Anchor Investment Management
South Carolina
$61.8K – – –
NCM
1122
Nelson Capital Management
California
$61K – – –
TCM
1123
Tradewinds Capital Management
Washington
$56K -$1.22K -12 -2%
CPA
1124
Cowen Prime Advisors
New York
$54K – – –
SSB
1125
Sandy Spring Bank
Maryland
$54K +$25.4K +250 +98%
43 44
45
46 47