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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BPC
3176
Banque Pictet & Cie
Switzerland
$229K +$222K +400 New
GIM
3177
Guild Investment Management
California
$229K +$222K +400 New
IWB
3178
Innovative Wealth Building
Maryland
$229K +$222K +400 New
NPF
3179
Norris Perne & French
Michigan
$229K +$222K +400 New
PL
3180
Parthenon LLC
Kentucky
$229K +$222K +400 New
PG
3181
Proffitt & Goodson
Tennessee
$229K +$222K +400 New
SFG
3182
Sage Financial Group
Pennsylvania
$229K +$222K +400 New
SPWG
3183
Sage Private Wealth Group
Illinois
$229K +$222K +400 New
BWMG
3184
Barnes Wealth Management Group
California
$229K +$222K +400 New
RE
3185
Rydar Equities
Texas
$229K -$45.6K -82 -17%
AGP
3186
Autumn Glory Partners
Texas
$227K +$221K +397 New
MWM
3187
Mosley Wealth Management
California
$227K +$251K +452 New
DC
3188
Diametric Capital
Massachusetts
$227K +$220K +396 New
MAG
3189
M3 Advisory Group
Massachusetts
$227K +$220K +396 New
TA
3190
Tactive Advisors
Florida
$227K -$33.3K -60 -13%
TWM
3191
Triton Wealth Management
Arizona
$226K +$180K +324 New
WIA
3192
Wealthedge Investment Advisors
New York
$226K +$218K +393 New
BWM
3193
Buska Wealth Management
Wisconsin
$225K +$219K +394 New
HI
3194
Hoey Investments
Pennsylvania
$225K – – –
TIA
3195
Tandem Investment Advisors
South Carolina
$225K -$24.5K -44 -10%
MIC
3196
Meridian Investment Counsel
California
$225K +$218K +392 New
NL
3197
NDWM LLC
California
$225K +$218K +392 New
SCM
3198
Saxony Capital Management
Missouri
$224K +$218K +392 New
AIA
3199
AIMZ Investment Advisors
California
$224K +$218K +392 New
FDDB
3200
Fidelity D&D Bancorp
Pennsylvania
$224K -$28.9K -52 -12%
126 127
128
129 130