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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
3251
Parthenon LLC
Kentucky
$283K – – –
PG
3252
Proffitt & Goodson
Tennessee
$283K – – –
SFG
3253
Sage Financial Group
Pennsylvania
$283K – – –
SPWG
3254
Sage Private Wealth Group
Illinois
$283K – – –
GCS
3255
Gordian Capital (Singapore)
Singapore
$283K +$270K +390 +3,900%
TCM
3256
TABR Capital Management
California
$283K -$13.9K -20 -5%
LCM
3257
LCM Capital Management
Illinois
$283K +$13.2K +19 +5%
PI
3258
Pachira Investments
California
$283K +$276K +399 New
AAS
3259
Asset Allocation Strategies
Michigan
$282K +$21.5K +31 +8%
BWMG
3260
Barnes Wealth Management Group
California
$282K -$1.39K -2 -0.5%
TB
3261
Terril Brothers
Missouri
$282K +$276K +398 New
RA
3262
Rodgers & Associates
Pennsylvania
$282K -$5.54K -8 -2%
JLBC
3263
J.L. Bainbridge & Co
Florida
$281K -$15.2K -22 -5%
CFG
3264
Compton Financial Group
Maryland
$281K +$7.62K +11 +3%
TAM
3265
Tucker Asset Management
Colorado
$281K +$224K +323 +436%
MIM
3266
Moseley Investment Management
Florida
$281K +$15.2K +22 +6%
VFP
3267
Vilga Financial Planning
New Jersey
$281K -$27.7K -40 -9%
JGUA
3268
John G. Ullman & Associates
New York
$281K +$274K +396 New
FGA
3269
Fortis Group Advisors
New Jersey
$280K +$249K +359 +970%
WIA
3270
Wealthedge Investment Advisors
New York
$280K +$1.39K +2 +0.5%
BWM
3271
Buska Wealth Management
Wisconsin
$279K – – –
GPWA
3272
Great Point Wealth Advisors
Massachusetts
$279K -$18K -26 -6%
JC
3273
JM2 Capital
Oklahoma
$278K +$7.62K +11 +3%
MIC
3274
Meridian Investment Counsel
California
$278K – – –
NL
3275
NDWM LLC
California
$278K – – –
129 130
131
132 133