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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
901
Taurus Asset Management
New York
$400K – – –
P
902
Pitcairn
Pennsylvania
$398K -$15K -154 -3%
JFGIW
903
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$397K +$30.4K +312 +8%
PVWM
904
Point View Wealth Management
New Jersey
$395K -$8.76K -90 -2%
SCM
905
Southport Capital Management
Tennessee
$394K – – –
TCM
906
Traynor Capital Management
Pennsylvania
$391K +$416K +4,276 New
CAG
907
Crestwood Advisors Group
Massachusetts
$389K -$7.3K -75 -2%
CC
908
Cognios Capital
Kansas
$389K – – –
ACI
909
Alpha Cubed Investments
California
$387K -$4.87K -50 -1%
RPGK
910
Retirement Planning Group (Kansas)
Kansas
$386K +$389 +4 +0.1%
VWM
911
Vector Wealth Management
Minnesota
$385K -$7.11K -73 -2%
GIS
912
Guardian Investor Services
New York
$383K -$25.7K -264 -6%
CCMW
913
Cypress Capital Management (Wyoming)
Wyoming
$381K +$405K +4,162 New
KWMG
914
King Wealth Management Group
Florida
$380K +$122K +1,254 +43%
CCM
915
Catawba Capital Management
Virginia
$378K – – –
HI
916
Hudock Inc
Pennsylvania
$371K -$81.1K -833 -17%
NAMA
917
Nikko Asset Management Americas
New York
$370K – – –
FBFS
918
First Business Financial Services
Wisconsin
$369K +$31.8K +327 +9%
FSC
919
Fiduciary Services Corp
Georgia
$368K -$18.8K -193 -5%
ARMT
920
Amica Retiree Medical Trust
Rhode Island
$366K – – –
DAM
921
Deltec Asset Management
New York
$366K – – –
UOC
922
UBS O'Connor
Illinois
$366K +$389K +4,000 New
VC
923
Vicus Capital
Pennsylvania
$364K – – –
CIC
924
Cornercap Investment Counsel
Georgia
$364K +$387K +3,980 New
BWA
925
Burt Wealth Advisors
Maryland
$362K +$384K +3,944 New
35 36
37
38 39