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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
951
Beese Fulmer Investment Management
Ohio
$290K – – –
CG
952
Colony Group
Massachusetts
$287K +$272K +2,675 New
SDJVC
953
St. Denis J. Villere & Co
Louisiana
$284K -$4.51M -44,425 -94%
PTC
954
Philadelphia Trust Company
Pennsylvania
$284K +$269K +2,645 New
SNB
955
Security National Bank
Nebraska
$280K – – –
ZF
956
Zhang Financial
Michigan
$280K +$20.3K +200 +8%
TI
957
Trexquant Investment
Connecticut
$279K -$171K -1,688 -39%
BONST
958
Bank of Nova Scotia Trust
Ontario, Canada
$279K – – –
TWM
959
Torch Wealth Management
Ohio
$273K -$91.2K -898 -26%
GIA
960
GHP Investment Advisors
Colorado
$273K – – –
SHGA
961
Sand Hill Global Advisors
California
$273K +$258K +2,540 New
AMM
962
American Money Management
California
$272K +$813 +8 +0.3%
PA
963
Parallel Advisors
California
$272K +$25.8K +254 +12%
IPC
964
Independent Portfolio Consultants
Florida
$271K -$507K -4,987 -66%
WA
965
Wealth Architects
California
$271K -$2.54K -25 -1%
PCM
966
Penserra Capital Management
California
$271K +$257K +2,525 New
SIM
967
Sterling Investment Management
Arizona
$270K +$102 +1 +0%
CAMG
968
CWA Asset Management Group
Florida
$270K +$13.1K +129 +5%
RMCM
969
Reynders McVeigh Capital Management
Massachusetts
$269K -$15.2K -150 -6%
BBNB
970
Baker Boyer National Bank
Washington
$269K – – –
BWA
971
Burt Wealth Advisors
Maryland
$269K – – –
GAM
972
Garrison Asset Management
Arkansas
$269K – – –
LCM
973
LVM Capital Management
Michigan
$269K – – –
JCM
974
Jacobi Capital Management
Pennsylvania
$268K +$64.6K +636 +34%
SFM
975
Signature Financial Management
Virginia
$267K – – –
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