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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GBBWRPM
901
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$757K – – –
MA
902
Mutual Advisors
Nebraska
$757K +$990 +7 +0.1%
NQWM
903
Northwest Quadrant Wealth Management
Oregon
$757K +$21.5K +152 +3%
FDS
904
First Dallas Securities
Texas
$756K – – –
PA
905
Parallel Advisors
California
$752K +$287K +2,027 +70%
IB
906
Intrust Bank
Kansas
$750K -$141 -1 -0%
PTC
907
Philadelphia Trust Company
Pennsylvania
$747K +$99K +700 +17%
CCA
908
Cobblestone Capital Advisors
New York
$741K – – –
PWAP
909
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$740K +$35.4K +250 +5%
MAM
910
Mastrapasqua Asset Management
Tennessee
$738K -$58.3K -412 -8%
RM
911
Resource Management
Louisiana
$738K +$76.9K +544 +13%
FMII
912
Farmers & Merchants Investments Inc
Nebraska
$736K +$9.9K +70 +1%
PFA
913
Paradigm Financial Advisors
Missouri
$734K +$681K +4,817 New
RWA
914
River Wealth Advisors
Pennsylvania
$732K -$43.8K -310 -6%
EGA
915
E&G Advisors
Texas
$732K +$141K +1,000 +26%
CCFCSB
916
Cape Cod Five Cents Savings Bank
Massachusetts
$730K -$11.9K -84 -2%
BHIA
917
Birch Hill Investment Advisors
Massachusetts
$730K +$73.3K +518 +12%
BA
918
BKS Advisors
Michigan
$729K -$89.8K -635 -12%
AIM
919
Aspen Investment Management
Michigan
$728K +$7.07K +50 +1%
FB
920
Fulton Bank
Pennsylvania
$727K +$674K +4,767 New
UAS
921
United Asset Strategies
New York
$725K +$33.2K +235 +5%
NFG
922
Next Financial Group
Texas
$722K -$74K -523 -10%
FQ
923
First Quadrant
California
$722K – – –
HFA
924
Huber Financial Advisors
Illinois
$720K +$283 +2 +0%
VC
925
Vicus Capital
Pennsylvania
$719K +$22.1K +156 +3%
35 36
37
38 39