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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
926
Bath Savings Trust
Maine
$318K +$301K +2,961 New
B
927
Bailard
California
$317K – – –
SCP
928
Syntal Capital Partners
Texas
$317K +$300K +2,957 New
MLFP
929
MPS Loria Financial Planners
Illinois
$316K +$283K +2,783 New
WP
930
WealthSource Partners
California
$316K +$299K +2,943 New
CCMD
931
Cypress Capital Management (Delaware)
Delaware
$312K -$122K -1,200 -29%
CIC
932
Carnegie Investment Counsel
Ohio
$312K – – –
LOAMS
933
Lombard Odier Asset Management (Switzerland)
Switzerland
$311K – – –
TFO
934
Tarbox Family Office
California
$310K +$1.22K +12 +0.4%
CBT
935
Capital Bank & Trust
California
$309K +$292K +2,875 New
CAI
936
Capital Advisors Inc
Oklahoma
$307K – – –
WPA
937
Winning Points Advisors
Florida
$307K +$3.86K +38 +1%
FAN
938
Financial Advisors Network
California
$305K -$4.98K -49 -2%
FIM
939
Freedom Investment Management
Connecticut
$301K -$28.2K -278 -9%
BWM
940
BigSur Wealth Management
Florida
$301K – – –
AP
941
Appleton Partners
Massachusetts
$300K -$1.52K -15 -0.5%
S
942
SignatureFD
Georgia
$300K +$6.5K +64 +2%
OCM
943
One Capital Management
California
$299K -$20.3K -200 -7%
DT
944
Diversified Trust
Tennessee
$295K -$3.25K -32 -1%
AT
945
Argent Trust
Texas
$295K +$11.1K +109 +4%
GW
946
GW & Wade
Massachusetts
$294K -$426K -4,195 -60%
AA
947
Ancora Advisors
Ohio
$294K – – –
AP
948
Atwood & Palmer
Missouri
$294K +$4.06K +40 +1%
HB
949
Homrich & Berg
Georgia
$294K +$26.5K +261 +11%
TCM
950
Traynor Capital Management
Pennsylvania
$292K +$259K +2,553 New
36 37
38
39 40