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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1026
Cheviot Value Management
California
$200K +$196K +2,161 New
IWA
1027
IBEX Wealth Advisors
New Jersey
$194K -$185K -2,045 -50%
MCM
1028
Manchester Capital Management
Vermont
$191K – – –
WC
1029
Whitnell & Co
Illinois
$189K -$31.5K -348 -15%
FIB
1030
First Interstate Bank
Montana
$188K +$77.8K +859 +74%
SFFS
1031
Stonehage Fleming Financial Services
Jersey
$182K – – –
SFG
1032
SNS Financial Group
Minnesota
$179K +$175K +1,931 New
SWA
1033
Sutton Wealth Advisors
Florida
$172K – – –
PFSC
1034
Peoples Financial Services Corp
Pennsylvania
$171K +$90.6K +1,000 +80%
GRP
1035
Global Retirement Partners
California
$166K +$162K +1,793 New
YWP
1036
YorkBridge Wealth Partners
New York
$165K +$156K +1,723 New
WA
1037
WealthTrust-Arizona
Arizona
$163K -$45.7K -504 -22%
LJHT
1038
Laurie J. Hall Trustee
$162K +$158K +1,740 New
IR
1039
Invictus RG
Bermuda
$156K +$136K +1,499 +810%
LWCFA
1040
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K – – –
CAW
1041
Cornerstone Advisors (Washington)
Washington
$147K +$63.6K +702 +79%
AOWM
1042
Alpha Omega Wealth Management
Virginia
$146K +$143K +1,578 New
RPAM
1043
Rhenman & Partners Asset Management
Sweden
$144K -$57.1K -630 -29%
PA
1044
Parallel Advisors
California
$142K +$139K +1,534 New
RPG
1045
Risk Paradigm Group
Texas
$140K +$30.6K +338 +29%
KKAMG
1046
Kernodle & Katon Asset Management Group
Arkansas
$140K +$12.9K +142 +10%
CM
1047
Castleark Management
Illinois
$139K – – –
CFN
1048
Cordasco Financial Network
Florida
$139K +$136K +1,500 New
EA
1049
Edge Advisors
Georgia
$139K +$136K +1,500 New
AWM
1050
Avior Wealth Management
Nebraska
$137K -$3.54K -39 -3%
40 41
42
43 44