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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDA
2576
Borer Denton & Associates
Pennsylvania
$216K +$191K +553 New
GAM
2577
Garrison Asset Management
Arkansas
$216K +$190K +551 New
JCM
2578
Jacobsen Capital Management
Utah
$216K +$190K +551 New
SLC
2579
Second Line Capital
Louisiana
$216K +$190K +551 New
UW
2580
Unique Wealth
Florida
$216K +$190K +551 New
SC
2581
Stephens Consulting
Michigan
$215K – – –
JPLA
2582
Joseph P. Lucia & Associates
New York
$215K -$34.5K -100 -15%
PCMH
2583
Polymer Capital Management (HK)
Hong Kong
$215K -$138K -400 -42%
FNBOO
2584
First National Bank of Omaha
Nebraska
$215K +$190K +550 New
SSI
2585
Scott & Selber Inc
Texas
$215K +$190K +550 New
SF
2586
Safeguard Financial
Wisconsin
$215K +$190K +549 New
SP
2587
Successful Portfolios
Florida
$215K +$190K +549 New
SWM
2588
Sagace Wealth Management
Florida
$215K +$188K +545 New
HWP
2589
Hibernia Wealth Partners
Louisiana
$215K +$190K +549 New
FCM
2590
Family Capital Management
Michigan
$214K +$189K +546 New
GWA
2591
Gibson Wealth Advisors
Texas
$213K +$188K +545 New
BWA
2592
Burt Wealth Advisors
Maryland
$213K +$188K +544 New
FCG
2593
Fielder Capital Group
Tennessee
$213K +$188K +544 New
WCG
2594
Weaver Consulting Group
California
$212K +$188K +543 New
CWA
2595
Consilio Wealth Advisors
Washington
$212K +$187K +542 New
GI
2596
GAMCO Investors
Connecticut
$211K +$186K +540 New
EW
2597
Element Wealth
Mississippi
$210K +$185K +537 New
HFF
2598
Halter Ferguson Financial
Indiana
$210K +$185K +537 New
BAMG
2599
Brand Asset Management Group
Missouri
$210K +$185K +536 New
AIA
2600
Alternative Investment Advisors
Florida
$209K +$185K +535 New
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