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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
676
Clearstead Trust
Maine
$747K +$716K +7,900 New
DSN
677
D. Scott Neal
Kentucky
$746K – – –
FIG
678
FundX Investment Group
California
$742K – – –
NJBEST
679
New Jersey Better Educational Savings Trust
New Jersey
$742K – – –
AL
680
Agran Libbie
California
$742K +$1.36K +15 +0.2%
BMC
681
Benin Management Corp
Connecticut
$736K – – –
FWM
682
Focused Wealth Management
New York
$731K +$11.3K +125 +2%
SJIM
683
St. Johns Investment Management
Florida
$730K -$5.98K -66 -0.8%
BFA
684
Bragg Financial Advisors
North Carolina
$729K – – –
ADL
685
Asset Dedication LLC
California
$729K +$162K +1,783 +30%
II
686
IFM Investors
Australia
$726K +$710K +7,831 New
WCM
687
Windsor Capital Management
Arizona
$725K +$62.8K +693 +10%
CPA
688
Court Place Advisors
Maryland
$724K -$9.06K -100 -1%
CWM
689
Cornerstone Wealth Management
Missouri
$717K -$189K -2,088 -21%
NSIM
690
North Star Investment Management
Illinois
$717K +$177K +1,950 +34%
MPI
691
Mairs & Power Inc
Minnesota
$712K – – –
PAA
692
Peregrine Asset Advisers
Oregon
$708K -$44.6K -492 -6%
TIA
693
Tiemann Investment Advisors
California
$707K -$22.7K -250 -3%
RC
694
RBO & Co
California
$697K -$1.36K -15 -0.2%
BCM
695
Bluefin Capital Management
New York
$696K +$680K +7,507 New
PAM
696
Palisade Asset Management
Minnesota
$692K -$453 -5 -0.1%
QIM
697
Quest Investment Management
Oregon
$690K – – –
PVWM
698
Point View Wealth Management
New Jersey
$677K -$73.9K -815 -10%
CWP
699
Capital Wealth Planning
Florida
$674K – – –
NPC
700
National Planning Corporation
California
$674K +$76.9K +849 +13%
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