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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
876
Crawford Investment Counsel
Georgia
$520K +$44.6K +425 +10%
GIS
877
Guardian Investor Services
New York
$516K -$17K -162 -3%
QBFM
878
QS Batterymarch Financial Management
New York
$515K -$1.29M -12,296 -72%
BTW
879
Boston Trust Walden
Massachusetts
$514K -$10.5K -100 -2%
BP
880
Ballentine Partners
Massachusetts
$514K +$17.1K +163 +4%
AAC
881
Asset Advisors Corp
Georgia
$511K -$420K -4,000 -46%
GAM
882
Garrison Asset Management
Arkansas
$510K -$107K -1,019 -18%
OSNBOA
883
Old Second National Bank of Aurora
Illinois
$509K -$181K -1,721 -27%
VF
884
Virtu Financial
New York
$505K +$38.2K +364 +8%
RIA
885
Regal Investment Advisors
Michigan
$500K -$102K -976 -17%
JFGIW
886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$489K -$42K -400 -8%
FHA
887
First Horizon Advisors
Tennessee
$488K -$1.17M -11,172 -71%
CAG
888
Crestwood Advisors Group
Massachusetts
$486K -$117K -1,111 -20%
RPGK
889
Retirement Planning Group (Kansas)
Kansas
$480K +$420 +4 +0.1%
PVWM
890
Point View Wealth Management
New Jersey
$476K – – –
TAM
891
Taurus Asset Management
New York
$475K -$220K -2,100 -32%
JIM
892
Jensen Investment Management
Oregon
$474K -$113K -1,080 -20%
CL
893
Choreo LLC
Illinois
$473K -$66.3K -632 -13%
WFG
894
Wills Financial Group
Virginia
$472K +$53.5K +510 +13%
HCM
895
Horrell Capital Management
Arkansas
$468K -$1.05K -10 -0.2%
ITIM
896
Indiana Trust & Investment Management
Indiana
$467K -$39.4K -375 -8%
VWM
897
Vector Wealth Management
Minnesota
$466K +$3.67K +35 +0.8%
BRWM
898
B. Riley Wealth Management
Tennessee
$459K +$24.6K +234 +6%
SAM
899
SignalPoint Asset Management
Missouri
$452K -$86.5K -824 -17%
CCM
900
Catawba Capital Management
Virginia
$450K – – –
34 35
36
37 38