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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
976
Howland Capital Management
Massachusetts
$3.21M -$64K -150 -2%
GWP
977
Gen-Wealth Partners
Michigan
$3.21M +$55.1K +129 +2%
AAM
978
AR Asset Management
California
$3.2M – – –
ERIC
979
Eagle Rock Investment Company
Georgia
$3.2M – – –
PI
980
PFG Investments
New York
$3.18M +$188K +440 +7%
AF
981
Advisornet Financial
Minnesota
$3.18M +$362K +847 +15%
OA
982
Oxbow Advisors
Texas
$3.17M -$480K -1,124 -14%
CB
983
CNB Bank
Pennsylvania
$3.17M +$130K +304 +5%
SAA
984
Southeast Asset Advisors
Georgia
$3.16M +$1.28K +3 +0%
GSB
985
Greenfield Savings Bank
Massachusetts
$3.16M -$38K -89 -1%
CPA
986
Court Place Advisors
Maryland
$3.15M -$6.83K -16 -0.2%
IP
987
Ignite Planners
California
$3.15M -$76K -178 -3%
ANTB
988
AMG National Trust Bank
Colorado
$3.14M -$2.13K -5 -0.1%
XWM
989
Xcel Wealth Management
Florida
$3.12M +$1.1M +2,585 +65%
CT
990
Coastline Trust
Rhode Island
$3.12M +$10.2K +24 +0.4%
SCM
991
Stevens Capital Management
Pennsylvania
$3.12M +$1.2M +2,821 +76%
OPCM
992
Osborne Partners Capital Management
California
$3.11M +$207K +485 +8%
WCM
993
Weaver Capital Management
Georgia
$3.1M +$197K +461 +8%
MWM
994
Massachusetts Wealth Management
Massachusetts
$3.09M +$93.9K +220 +4%
SFP
995
Shepherd Financial Partners
Massachusetts
$3.09M -$427 -1 -0%
CCMG
996
Clark Capital Management Group
Pennsylvania
$3.09M +$421K +987 +18%
TIA
997
Trust Investment Advisors
Indiana
$3.08M +$18.4K +43 +0.7%
VRM
998
Vectors Research Management
New York
$3.06M +$1.6M +3,753 +141%
RC
999
Rexford Capital
Texas
$3.05M -$5.55K -13 -0.2%
SLI
1000
Sumitomo Life Insurance
Japan
$3.05M -$87.9K -206 -3%
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40
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