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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
826
Mastrapasqua Asset Management
Tennessee
$360K +$26.6K +325 +9%
EWM
827
Endurance Wealth Management
Rhode Island
$356K -$192K -2,350 -37%
ARMT
828
Amica Retiree Medical Trust
Rhode Island
$355K – – –
SC
829
Saybrook Capital
North Carolina
$355K – – –
SIC
830
Schwartz Investment Counsel
Michigan
$355K – – –
CF
831
CenterStar Fund
Illinois
$353K – – –
HPBT
832
High Point Bank & Trust
North Carolina
$352K – – –
CHJWM
833
Carlton Hofferkamp & Jenks Wealth Management
Texas
$351K +$61.4K +750 +23%
PFM
834
Parsec Financial Management
North Carolina
$346K +$1.88K +23 +0.6%
ASC
835
Atalanta Sosnoff Capital
New York
$346K +$319K +3,899 New
AMM
836
American Money Management
California
$342K +$736 +9 +0.2%
B
837
Bailard
California
$342K +$93.8K +1,147 +42%
LNC
838
Lincoln National Corp
Pennsylvania
$341K +$14.6K +179 +5%
S
839
SignatureFD
Georgia
$341K +$62.2K +760 +25%
JFA
840
JNBA Financial Advisors
Minnesota
$341K +$256K +3,123 +437%
GT
841
Greenleaf Trust
Michigan
$338K +$312K +3,813 New
BSW
842
Buckingham Strategic Wealth
Missouri
$336K +$310K +3,784 New
VWM
843
Vector Wealth Management
Minnesota
$335K +$3.03K +37 +1%
JFGIW
844
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$335K +$42.8K +523 +16%
KFA
845
Kelleher Financial Advisors
New York
$330K – – –
ISB
846
Iowa State Bank
Iowa
$330K +$77.7K +950 +34%
ANB
847
Amarillo National Bank
Texas
$330K +$304K +3,720 New
PP
848
Paloma Partners
Connecticut
$329K -$3.02M -36,933 -91%
WDA
849
Wendell David Associates
New Hampshire
$329K -$2.04K -25 -0.7%
CP
850
Camelot Portfolios
Ohio
$328K -$13.1K -160 -4%
32 33
34
35 36