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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BWFM
1001
Bridgewater Wealth & Financial Management
Maryland
$245K – – –
CAM
1002
Carret Asset Management
New York
$244K – – –
GAMC
1003
Garner Asset Management Corp
Texas
$243K +$230K +2,263 New
PCA
1004
Personal Capital Advisors
California
$241K -$38.9K -383 -15%
CPA
1005
Clear Perspective Advisors
Illinois
$241K – – –
SIA
1006
Starfire Investment Advisers
Michigan
$241K – – –
EAM
1007
Evanson Asset Management
California
$241K +$102 +1 +0%
IR
1008
Invictus RG
Bermuda
$241K +$70.3K +692 +45%
MCM
1009
Maryland Capital Management
Maryland
$240K -$35.6K -350 -14%
JFA
1010
Johanson Financial Advisors
California
$240K -$3.56K -35 -2%
MCM
1011
MAI Capital Management
Ohio
$240K +$4.67K +46 +2%
DAM
1012
Doheny Asset Management
California
$239K – – –
I
1013
IberiaBank
Louisiana
$238K -$980K -9,650 -81%
OWP
1014
Obermeyer Wealth Partners
Colorado
$237K – – –
DE
1015
Day & Ennis
Georgia
$237K +$203 +2 +0.1%
NCM
1016
Novare Capital Management
North Carolina
$236K – – –
CVM
1017
Cheviot Value Management
California
$231K -$914 -9 -0.4%
BIC
1018
Beach Investment Counsel
Pennsylvania
$231K +$218K +2,150 New
AIM
1019
Advantage Investment Management
Iowa
$229K +$35.4K +348 +19%
IWA
1020
IBEX Wealth Advisors
New Jersey
$228K -$12.6K -124 -6%
FMT
1021
First Mercantile Trust
Tennessee
$227K -$20.5K -202 -9%
IGGA
1022
Iron Gate Global Advisors
Utah
$227K +$215K +2,112 New
IIM
1023
Ironwood Investment Management
Massachusetts
$226K -$20.5K -202 -9%
BHA
1024
Beech Hill Advisors
New York
$226K +$213K +2,100 New
SMH
1025
Sanders Morris Harris
Texas
$226K +$213K +2,100 New
39 40
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42 43