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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1101
Investment House LLC
California
$3.33M – – –
WAM
1102
Weiss Asset Management
Massachusetts
$3.32M +$3.22M +5,794 New
AA
1103
Advisory Alpha
Michigan
$3.32M +$175K +315 +6%
BMC
1104
Beaton Management Company
Massachusetts
$3.31M +$100K +180 +3%
BFA
1105
Bragg Financial Advisors
North Carolina
$3.31M -$124K -224 -4%
GSC
1106
G&S Capital
Colorado
$3.3M -$146K -262 -4%
HWA
1107
HHM Wealth Advisors
Tennessee
$3.3M -$2.78K -5 -0.1%
AIS
1108
AM Investment Strategies
Tennessee
$3.29M +$26.1K +47 +0.8%
SCP
1109
Stamos Capital Partners
California
$3.29M +$873K +1,571 +38%
SCM
1110
Sterling Capital Management
North Carolina
$3.28M +$1.06M +1,916 +50%
NFG
1111
Nations Financial Group
Iowa
$3.27M +$200K +359 +7%
WCAMG
1112
Woodard & Company Asset Management Group
North Carolina
$3.27M +$84.5K +152 +3%
SWA
1113
Stratos Wealth Advisors
Ohio
$3.26M -$56.7K -102 -2%
FNBSF
1114
First National Bank Sioux Falls
South Dakota
$3.24M – – –
SNB
1115
Security National Bank
Nebraska
$3.24M +$511K +920 +19%
WG
1116
Wealth Group
North Carolina
$3.23M +$3.13M +5,633 New
VIA
1117
Victrix Investment Advisors
Florida
$3.22M -$173K -311 -5%
PCM
1118
Permanent Capital Management
Illinois
$3.2M +$121K +217 +4%
ACM
1119
Aljian Capital Management
Nevada
$3.2M -$52.8K -95 -2%
BG
1120
BDF Gestion
France
$3.19M -$207K -372 -6%
BCWM
1121
Bartlett & Co Wealth Management
Ohio
$3.19M +$1.11K +2 +0%
TWM
1122
Trueblood Wealth Management
Ohio
$3.19M -$105K -189 -3%
CCMT
1123
CMT Capital Markets Trading
Germany
$3.19M -$886K -1,595 -22%
1WM
1124
1900 Wealth Management
Texas
$3.16M +$556 +1 +0%
ATWA
1125
Arbor Trust Wealth Advisors
Michigan
$3.16M -$36.1K -65 -1%
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