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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
501
Mid Atlantic Financial Management
Pennsylvania
$2.79M +$2.11M +15,965 +356%
MIM
502
Montgomery Investment Management
Maryland
$2.78M -$159K -1,205 -6%
CHC
503
City Holding Co
West Virginia
$2.77M -$14.7K -111 -0.5%
TAM
504
Tiverton Asset Management
Delaware
$2.77M -$1.27M -9,574 -32%
IMOV
505
Investment Management of Virginia
Virginia
$2.76M -$20.2K -153 -0.7%
PP
506
Palladium Partners
Virginia
$2.76M -$20K -151 -0.7%
BWL
507
Bogart Wealth LLC
Virginia
$2.75M +$347K +2,626 +15%
RIM
508
Reliant Investment Management
Tennessee
$2.75M -$70K -530 -3%
AP
509
Advisor Partners
California
$2.73M -$297K -2,250 -10%
PWA
510
Providence Wealth Advisors
Illinois
$2.73M -$19.8K -150 -0.7%
VF
511
Virtu Financial
New York
$2.73M +$2.64M +20,010 New
MHIM
512
MacNealy Hoover Investment Management
Ohio
$2.71M -$14.4K -109 -0.5%
CAM
513
Cozad Asset Management
Illinois
$2.69M +$469K +3,548 +22%
FMBTD
514
First Midwest Bank Trust Division
Illinois
$2.69M -$45.9K -347 -2%
CNBT
515
Canandaigua National Bank & Trust
New York
$2.68M -$4.23K -32 -0.2%
HAI
516
Hennessy Advisors Inc
California
$2.66M +$52.9K +400 +2%
AWM
517
Aries Wealth Management
Maine
$2.65M – – –
EAM
518
Eagle Asset Management
Florida
$2.64M +$62.5K +473 +2%
MCM
519
Monument Capital Management
Virginia
$2.62M +$53.6K +406 +2%
FCM
520
Flinton Capital Management
Pennsylvania
$2.62M +$890K +6,736 +54%
TW
521
Transform Wealth
Colorado
$2.62M +$5.29K +40 +0.2%
ATIA
522
American Trust Investment Advisors
New Hampshire
$2.6M -$119K -900 -5%
RCM
523
Riverhead Capital Management
Delaware
$2.6M +$1.13M +8,566 +82%
PFS
524
Physicians Financial Services
North Carolina
$2.59M +$153K +1,159 +6%
SC
525
Searle & Co
Connecticut
$2.58M +$572K +4,332 +30%
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