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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
851
Bank of the West
California
$723K -$37.7K -318 -5%
BHA
852
Beech Hill Advisors
New York
$721K +$11.9K +100 +2%
OAM
853
Oppenheimer Asset Management
New York
$720K +$103K +869 +18%
RCM
854
RB Capital Management
Nevada
$714K -$64.6K -545 -9%
ACM
855
AlphaStar Capital Management
North Carolina
$712K -$69.1K -583 -10%
GPA
856
Garrison Point Advisors
California
$710K +$6.88K +58 +1%
CCA
857
Checchi Capital Advisers
California
$708K +$25.6K +216 +4%
BFG
858
Barber Financial Group
Kansas
$704K – – –
ATC
859
Argent Trust Co
Tennessee
$702K +$82.9K +699 +14%
SAM
860
Sawgrass Asset Management
Florida
$700K – – –
GVAG
861
Great Valley Advisor Group
Delaware
$698K +$258K +2,179 +65%
BA
862
Birinyi Associates
Connecticut
$696K -$178K -1,500 -21%
MMG
863
Monetary Management Group
Missouri
$696K -$53.4K -450 -8%
VST
864
Van Strum & Towne
California
$694K – – –
FCFC
865
First Commonwealth Financial Corp
Pennsylvania
$693K +$164K +1,387 +34%
WFM
866
Wolff Financial Management
Michigan
$690K – – –
MCM
867
MAI Capital Management
Ohio
$687K +$121K +1,024 +23%
ESB
868
Essex Savings Bank
Connecticut
$684K +$9.84K +83 +2%
PPW
869
Parcion Private Wealth
Washington
$682K -$17.5K -148 -3%
QPWM
870
Quadrant Private Wealth Management
Pennsylvania
$682K +$184K +1,553 +40%
FCIM
871
Fairview Capital Investment Management
California
$681K – – –
GRP
872
Global Retirement Partners
California
$681K +$30.4K +256 +5%
HCM
873
Hodges Capital Management
Texas
$679K -$90.6K -764 -12%
PA
874
Procyon Advisors
Connecticut
$673K +$17.4K +147 +3%
TWP
875
Tempus Wealth Planning
California
$670K – – –
33 34
35
36 37