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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1526
Hillsdale Investment Management
Ontario, Canada
$34K +$33.2K +250 New
JIP
1527
JBJ Investment Partners
South Carolina
$34K +$33.2K +250 New
BCWM
1528
Bartlett & Co Wealth Management
Ohio
$33.9K – – –
POIA
1529
Pin Oak Investment Advisors
Texas
$31K -$15.4K -116 -33%
HCM
1530
Horrell Capital Management
Arkansas
$31K – – –
NC
1531
NewSquare Capital
Pennsylvania
$31K – – –
ACA
1532
Atlas Capital Advisors
Wyoming
$29.4K -$286K -2,155 -91%
AA
1533
AlphaMark Advisors
Kentucky
$28K – – –
MSFP
1534
Mark Sheptoff Financial Planning
Connecticut
$28K – – –
PWMG
1535
Prestige Wealth Management Group
New Jersey
$27K -$28.3K -213 -52%
LPC
1536
Loeb Partners Corp
New York
$27K – – –
SPL
1537
Smart Portfolios LLC
Washington
$27K – – –
GWS
1538
Glassman Wealth Services
Virginia
$27K +$9.56K +72 +58%
JCM
1539
Julex Capital Management
Massachusetts
$26.3K +$25.8K +194 New
EIM
1540
Essex Investment Management
Massachusetts
$26K -$31.9K -240 -56%
CA
1541
Crewe Advisors
Utah
$25K – – –
LF
1542
Lee Financial
Texas
$25K +$1.73K +13 +7%
CI
1543
CX Institutional
Indiana
$24K +$14.9K +112 +167%
PO
1544
Private Ocean
California
$22K +$21.1K +159 New
CHP
1545
Cable Hill Partners
Oregon
$21K – – –
IDBONY
1546
Israel Discount Bank of New York
New York
$21K – – –
MCA
1547
Mercer Capital Advisers
New Jersey
$20K – – –
AP
1548
Advisors Preferred
Maryland
$19K +$18.3K +138 New
CFS
1549
Ceros Financial Services
Maryland
$19K +$18.3K +138 New
SIAS
1550
Shine Investment Advisory Services
Colorado
$19K +$18.6K +140 New
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