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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1126
TRUE Private Wealth Advisors
Oregon
$870K +$18.5K +80 +2%
MCM
1127
Manchester Capital Management
Vermont
$866K +$241K +1,045 +36%
CIAS
1128
Capital Investment Advisory Services
North Carolina
$865K -$111K -480 -11%
MFA
1129
Mayflower Financial Advisors
Massachusetts
$865K -$15.2K -66 -2%
CC
1130
Courier Capital
New York
$861K -$108K -469 -11%
HVIA
1131
Hudson Valley Investment Advisors
New York
$859K -$30.7K -133 -3%
WAM
1132
Werlinich Asset Management
Connecticut
$857K +$55.4K +240 +6%
IWA
1133
IVC Wealth Advisors
Pennsylvania
$856K +$11.8K +51 +1%
HH
1134
Hilltop Holdings
Texas
$849K -$160K -692 -15%
JAG
1135
Journey Advisory Group
Kentucky
$849K -$41.8K -181 -4%
PR
1136
Payden & Rygel
California
$849K +$901K +3,900 New
FPCP
1137
Fort Point Capital Partners
California
$847K -$15.7K -68 -2%
ANRIA
1138
American National Registered Investment Advisor
Texas
$845K -$11.3K -49 -1%
HI
1139
Horizon Investments
North Carolina
$843K -$936K -4,052 -51%
BCP
1140
Blackhawk Capital Partners
Wisconsin
$843K -$233K -1,009 -22%
WDC
1141
Woodward Diversified Capital
California
$843K +$19.6K +85 +2%
FCA
1142
FinTrust Capital Advisors
South Carolina
$839K -$42.3K -183 -5%
SFG
1143
SNS Financial Group
Minnesota
$839K -$12K -52 -1%
CFN
1144
Cordasco Financial Network
Florida
$837K -$103K -447 -10%
BCA
1145
Bay Colony Advisors
Massachusetts
$837K -$21.5K -93 -2%
FFM
1146
Fullerton Fund Management
Singapore
$835K +$886K +3,835 New
XWM
1147
Xcel Wealth Management
Florida
$834K -$289K -1,250 -25%
TAIM
1148
TD Ameritrade Investment Management
Nebraska
$834K -$158K -684 -15%
MS
1149
Maven Securities
Jersey
$832K +$883K +3,823 New
WR
1150
WD Rutherford
Oregon
$831K +$8.08K +35 +0.9%
44 45
46
47 48