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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1126
Baystate Wealth Management
Massachusetts
$16K +$15.8K +174 New
LF
1127
Lee Financial
Texas
$16K +$15.9K +175 New
WA
1128
Winfield Associates
Ohio
$15K – – –
GBT
1129
Grove Bank & Trust
Florida
$15K +$14.5K +160 New
CBT
1130
Central Bank & Trust
Kentucky
$14K – – –
MCA
1131
Mercer Capital Advisers
New Jersey
$14K – – –
MIFH
1132
Migdal Insurance & Financial Holdings
Israel
$13K +$12.1K +134 New
RFWA
1133
RPg Family Wealth Advisory
Massachusetts
$12.9K +$12.6K +139 New
FPB
1134
First PREMIER Bank
South Dakota
$12K -$29.4K -324 -72%
ECM
1135
Exchange Capital Management
Michigan
$12K – – –
LCM
1136
Liberty Capital Management
Michigan
$12K – – –
GWS
1137
Glassman Wealth Services
Virginia
$12K +$11.3K +125 New
LWM
1138
LBA Wealth Management
Florida
$11K -$5.44K -60 -33%
TCM
1139
Tradewinds Capital Management
Washington
$11K +$91 +1 +0.8%
LWA
1140
Lowe Wealth Advisors
Maryland
$10K +$4.53K +50 +93%
AIL
1141
AGF Investments LLC
Ontario, Canada
$10K +$9.43K +104 New
AAP
1142
Arax Advisory Partners
Colorado
$10K +$9.52K +105 New
FFW
1143
Fusion Family Wealth
New York
$10K +$9.7K +107 New
ACM
1144
Armbruster Capital Management
New York
$9K – – –
BKA
1145
Brick & Kyle Associates
Pennsylvania
$9K – – –
HRC
1146
Hoertkorn Richard Charles
$9K – – –
NC
1147
NewSquare Capital
Pennsylvania
$9K – – –
SHJ
1148
Sharkey, Howes & Javer
Colorado
$9K – – –
WAS
1149
Winch Advisory Services
Wisconsin
$8K +$7.88K +87 New
WIM
1150
Westside Investment Management
California
$7.1K +$6.8K +75 New
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