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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1101
International Assets Investment Management
Florida
$1.49M -$39.4K -152 -3%
PFBT
1102
Parkside Financial Bank & Trust
Missouri
$1.49M -$130K -503 -9%
WIC
1103
Woodmont Investment Counsel
Tennessee
$1.49M +$755K +2,912 +136%
XWM
1104
Xcel Wealth Management
Florida
$1.49M -$12.7K -49 -1%
DFA
1105
DHJJ Financial Advisors
Illinois
$1.48M – – –
FCB
1106
First County Bank
Connecticut
$1.48M -$37.9K -146 -3%
DF
1107
Donoghue Forlines
Massachusetts
$1.48M +$69.5K +268 +6%
DAM
1108
Diamant Asset Management
Connecticut
$1.46M +$51.9K +200 +4%
GWSG
1109
GPS Wealth Strategies Group
Colorado
$1.46M +$25.9K +100 +2%
GLR
1110
Great Lakes Retirement
Ohio
$1.45M +$77.3K +298 +6%
PWAM
1111
Pinnacle West Asset Management
Wyoming
$1.45M +$33.7K +130 +3%
SIA
1112
Schear Investment Advisers
Ohio
$1.45M +$5.71K +22 +0.5%
BFO
1113
Boston Family Office
Massachusetts
$1.44M – – –
ISL
1114
Ingalls & Snyder LLC
New York
$1.43M – – –
MF
1115
Manchester Financial
California
$1.43M -$35.8K -138 -3%
TBA
1116
Tower Bridge Advisors
Pennsylvania
$1.43M +$28.5K +110 +2%
TLA
1117
Tanglewood Legacy Advisors
Texas
$1.41M – – –
CCG
1118
Cypress Capital Group
Florida
$1.41M -$329K -1,270 -21%
JFGIW
1119
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$281K +1,084 +29%
MNBTD
1120
Moody National Bank Trust Division
Texas
$1.41M -$1.42M -5,466 -53%
GM
1121
GeoWealth Management
Illinois
$1.4M +$871K +3,357 +243%
OIA
1122
Optimum Investment Advisors
Illinois
$1.4M -$136K -526 -10%
CRIG
1123
Charter Research & Investment Group
Connecticut
$1.4M – – –
EIA
1124
Eldridge Investment Advisors
New Hampshire
$1.4M – – –
SWM
1125
Silverlake Wealth Management
Vermont
$1.4M -$466K -1,796 -28%
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