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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
2826
Houlihan Financial Resource Group
Virginia
$670K – – –
UPS
2827
UHLMANN PRICE SECURITIES
Illinois
$670K -$1.76K -2 -0.3%
PC
2828
Permanens Capital
New York
$669K +$552K +628 New
TCM
2829
Traub Capital Management
Massachusetts
$668K -$79.1K -90 -13%
PFWA
2830
Paces Ferry Wealth Advisors
Georgia
$666K – – –
PMG
2831
Private Management Group
California
$666K -$6.15K -7 -1%
BBI
2832
Baxter Bros Inc
Connecticut
$666K – – –
JE
2833
JMAC Enterprises
Pennsylvania
$664K +$17.6K +20 +3%
FWM
2834
Foguth Wealth Management
Michigan
$664K +$16.7K +19 +3%
BONH
2835
Bank of New Hampshire
New Hampshire
$663K – – –
IA
2836
Invested Advisors
Pennsylvania
$662K -$16.7K -19 -3%
RW
2837
Rede Wealth
Virginia
$662K -$21.1K -24 -4%
EP
2838
E6 Portfolios
Utah
$660K +$9.66K +11 +2%
DDPIC
2839
Deroy & Devereaux Private Investment Counsel
Michigan
$659K – – –
OL
2840
one8zero8 LLC
North Carolina
$659K – – –
SIP
2841
Stoneridge Investment Partners
Pennsylvania
$658K +$710K +808 New
MAM
2842
McLean Asset Management
Virginia
$657K -$14.9K -17 -2%
CPL
2843
CAP Partners LLC
Tennessee
$657K -$61.5K -70 -10%
WIM
2844
Wiregrass Investment Management
Georgia
$655K -$194K -221 -26%
FMTC
2845
Farmers & Merchants Trust Company
California
$655K +$21.1K +24 +4%
PRP
2846
Peak Retirement Planning
Ohio
$654K +$17.6K +20 +3%
CG
2847
Clarus Group
Texas
$654K +$878 +1 +0.2%
HCM
2848
Hall Capital Management
Rhode Island
$653K – – –
RE
2849
Rydar Equities
Texas
$652K +$161K +183 +33%
CWI
2850
Conscious Wealth Investments
Florida
$651K +$65K +74 +11%
112 113
114
115 116