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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1001
Bingham Osborn & Scarborough
California
$214K +$816 +9 +0.4%
CCT
1002
Chemung Canal Trust
New York
$213K -$27.2K -300 -12%
IIM
1003
Ironwood Investment Management
Massachusetts
$213K – – –
WA
1004
WESPAC Advisors
California
$213K +$208K +2,300 New
RSVP
1005
Ramsay Stattman Vela & Price
Colorado
$212K – – –
DAM
1006
Doheny Asset Management
California
$212K +$207K +2,289 New
FFC
1007
First Financial Corp
Indiana
$211K -$9.06K -100 -4%
GLI
1008
Guardian Life Insurance
New York
$208K +$5.26K +58 +3%
EAM
1009
Evanson Asset Management
California
$208K +$203K +2,240 New
CPA
1010
Clear Perspective Advisors
Illinois
$208K +$203K +2,243 New
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$206K +$10.3K +114 +5%
PGIM
1012
Pacific Global Investment Management
California
$205K -$13.1K -144 -6%
ACS
1013
Archford Capital Strategies
Illinois
$205K +$47.1K +520 +31%
BWFM
1014
Bridgewater Wealth & Financial Management
Maryland
$205K +$200K +2,206 New
NCM
1015
Novare Capital Management
North Carolina
$204K -$44K -485 -18%
TA
1016
Tiedemann Advisors
New York
$204K +$199K +2,194 New
SRSA
1017
S.R. Schill & Associates
Washington
$204K +$199K +2,198 New
HHC
1018
Hutchin Hill Capital
New York
$204K +$199K +2,200 New
SQA
1019
Simon Quick Advisors
New Jersey
$204K +$199K +2,200 New
DE
1020
Day & Ennis
Georgia
$204K +$200K +2,202 New
IWC
1021
Integrated Wealth Counsel
California
$203K – – –
KF
1022
Krilogy Financial
Missouri
$203K +$30.6K +338 +18%
QC
1023
QCM Cayman
Texas
$202K +$197K +2,175 New
JCM
1024
Jacobi Capital Management
Pennsylvania
$201K -$4.53K -50 -2%
CAMG
1025
CWA Asset Management Group
Florida
$201K +$196K +2,163 New
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