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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
876
Point View Wealth Management
New Jersey
$436K +$3.18K +30 +0.7%
TAM
877
Taurus Asset Management
New York
$433K – – –
IPC
878
Independent Portfolio Consultants
Florida
$429K -$198K -1,867 -30%
CAG
879
Crestwood Advisors Group
Massachusetts
$429K -$15.7K -148 -3%
SAM
880
SignalPoint Asset Management
Missouri
$427K +$16K +151 +4%
SCM
881
Southport Capital Management
Tennessee
$426K -$74.2K -700 -14%
VWM
882
Vector Wealth Management
Minnesota
$425K -$106 -1 -0%
MHS
883
M Holdings Securities
Oregon
$425K +$230K +2,168 +58%
ACI
884
Alpha Cubed Investments
California
$424K -$495K -4,673 -52%
CC
885
Cognios Capital
Kansas
$421K -$909K -8,577 -67%
FSC
886
Fiduciary Services Corp
Georgia
$417K -$417K -3,933 -48%
RPGK
887
Retirement Planning Group (Kansas)
Kansas
$417K -$21.6K -204 -5%
ITIM
888
Indiana Trust & Investment Management
Indiana
$416K -$10.6K -100 -2%
AP
889
Atwood & Palmer
Missouri
$411K +$30.2K +285 +7%
CCM
890
Catawba Capital Management
Virginia
$408K -$1.59K -15 -0.4%
NAMA
891
Nikko Asset Management Americas
New York
$399K – – –
AIM
892
Aspen Investment Management
Michigan
$398K -$490K -4,618 -53%
JFGIW
893
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$398K -$50.7K -478 -11%
PHS
894
Pekin Hardy Strauss
Illinois
$398K +$63.7K +601 +18%
AI
895
Atria Investments
North Carolina
$398K +$88.5K +835 +26%
ARMT
896
Amica Retiree Medical Trust
Rhode Island
$396K – – –
DAM
897
Deltec Asset Management
New York
$396K – – –
VC
898
Vicus Capital
Pennsylvania
$393K +$106 +1 +0%
BHIA
899
Birch Hill Investment Advisors
Massachusetts
$392K +$62K +585 +17%
VF
900
Virtu Financial
New York
$389K -$76K -717 -15%
34 35
36
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