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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LHC
1001
Little House Capital
Massachusetts
$5.16M +$141K +203 +3%
AA
1002
Argent Advisors
Louisiana
$5.14M -$495K -715 -9%
GCM
1003
Gables Capital Management
Florida
$5.14M -$218K -315 -4%
CMAI
1004
Capital Management Associates Inc
Minnesota
$5.13M +$94.2K +136 +2%
FIM
1005
Fruth Investment Management
Texas
$5.12M -$231K -333 -4%
MMHP
1006
Murphy Middleton Hinkle & Parker
Georgia
$5.11M +$4.99M +7,211 New
GCM
1007
Genus Capital Management
British Columbia, Canada
$5.1M +$2.63M +3,800 +112%
BT
1008
Banque Transatlantique
France
$5.09M -$462K -667 -9%
CWAG
1009
Compton Wealth Advisory Group
Virginia
$5.07M +$160K +231 +3%
FMB
1010
Field & Main Bank
Kentucky
$5.07M -$300K -433 -6%
AC
1011
Apella Capital
Connecticut
$5.06M +$1.78M +2,564 +67%
CTA
1012
Clear Trail Advisors
Texas
$5.04M -$924K -1,334 -16%
DIP
1013
DT Investment Partners
Pennsylvania
$5.03M -$79.7K -115 -2%
MWA
1014
Marathon Wealth Advisors
Massachusetts
$5.01M -$18.7K -27 -0.4%
PCM
1015
Permanent Capital Management
Illinois
$5.01M +$21.5K +31 +0.6%
DRS
1016
Deane Retirement Strategies
Louisiana
$5M -$31.2K -45 -0.6%
GI
1017
GAMCO Investors
Connecticut
$4.99M +$4.54M +6,557 +1,363%
WEG
1018
World Equity Group
Illinois
$4.96M +$2.35M +3,389 +94%
SDIC
1019
South Dakota Investment Council
South Dakota
$4.96M -$106K -153 -2%
PM
1020
Parametrica Management
Hong Kong
$4.96M +$4.85M +7,000 New
NCGI
1021
Next Century Growth Investors
Minnesota
$4.95M +$1.36M +1,968 +39%
DWT
1022
Dorsey & Whitney Trust
South Dakota
$4.94M -$204K -294 -4%
QIM
1023
Quest Investment Management
Oregon
$4.94M – – –
MWM
1024
Modera Wealth Management
New Jersey
$4.93M -$79K -114 -2%
CPL
1025
Capital & Planning LLC
Georgia
$4.92M +$4.81M +6,947 New
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