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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PPSG
926
Princeton Portfolio Strategies Group
New Jersey
$276K – – –
CC
927
Courier Capital
New York
$276K +$22.7K +251 +9%
CIA
928
Choate Investment Advisors
Massachusetts
$274K -$57.8K -638 -18%
MCM
929
MV Capital Management
Maryland
$274K -$16K -177 -6%
HSA
930
HBK Sorce Advisory
Pennsylvania
$274K -$816 -9 -0.3%
SBL
931
Sargent Bickham Lagudis
Colorado
$272K – – –
B
932
Bellecapital
Switzerland
$272K +$265K +2,928 New
BWM
933
BigSur Wealth Management
Florida
$270K +$264K +2,910 New
FMC
934
First Merchants Corp
Indiana
$268K +$262K +2,895 New
TFO
935
Tarbox Family Office
California
$267K – – –
CFA
936
Carroll Financial Associates
North Carolina
$266K – – –
PFPT
937
Pinnacle Financial Partners (Tennessee)
Tennessee
$265K -$85K -938 -25%
CAI
938
Capital Advisors Inc
Oklahoma
$265K -$20.8K -230 -7%
BHA
939
Beech Hill Advisors
New York
$263K -$276K -3,050 -52%
RMCM
940
Reynders McVeigh Capital Management
Massachusetts
$263K +$18.1K +200 +8%
WPA
941
Winning Points Advisors
Florida
$262K +$256K +2,830 New
KA
942
Kovack Advisors
Florida
$261K +$255K +2,819 New
AA
943
Ancora Advisors
Ohio
$258K +$252K +2,786 New
OCM
944
One Capital Management
California
$257K -$38.1K -420 -13%
WPC
945
Waters Parkerson & Co
Louisiana
$257K -$13.6K -150 -5%
WBG
946
Wharton Business Group
Pennsylvania
$256K -$21.3K -235 -8%
AP
947
Atwood & Palmer
Missouri
$255K – – –
MCM
948
Maryland Capital Management
Maryland
$254K – – –
DT
949
Diversified Trust
Tennessee
$253K +$27.7K +306 +13%
JFGIW
950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$250K -$97.2K -1,073 -28%
36 37
38
39 40