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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1026
Congress Asset Management
Massachusetts
$486K – – –
STA
1027
Summit Trail Advisors
New York
$486K +$402K +2,900 New
NPPM
1028
North Point Portfolio Managers
Ohio
$485K – – –
JCM
1029
Jacobi Capital Management
Pennsylvania
$483K -$12.3K -89 -3%
LWAC
1030
Laurel Wealth Advisors (California)
California
$477K -$8.74K -63 -2%
BCB
1031
Brian C. Broderick
$477K – – –
P
1032
Pitcairn
Pennsylvania
$476K -$9.57K -69 -2%
WRM
1033
Weybosset Research & Management
Rhode Island
$473K – – –
CI
1034
Cavalier Investments
Georgia
$473K +$416K +3,000 New
MCM
1035
Mitchell Capital Management
Kansas
$472K +$177K +1,275 +74%
PPSG
1036
Princeton Portfolio Strategies Group
New Jersey
$470K – – –
MWAC
1037
Mariner Wealth Advisors (Cincinnati)
Ohio
$470K +$47.7K +344 +13%
AIA
1038
Allegis Investment Advisors
Idaho
$468K -$158K -1,138 -28%
CIAS
1039
Capital Investment Advisory Services
North Carolina
$466K -$6.8K -49 -2%
CIC
1040
Carnegie Investment Counsel
Ohio
$465K -$11.1K -80 -3%
CBT
1041
Capital Bank & Trust
California
$460K +$5.69K +41 +1%
AP
1042
Appleton Partners
Massachusetts
$460K +$17.6K +127 +5%
CHA
1043
Cooper/Haims Advisors
New York
$460K +$405K +2,917 New
TFO
1044
Tarbox Family Office
California
$459K +$139 +1 +0%
CCMD
1045
Cypress Capital Management (Delaware)
Delaware
$458K – – –
CWM
1046
Concentric Wealth Management
California
$457K -$41.6K -300 -9%
LOAMS
1047
Lombard Odier Asset Management (Switzerland)
Switzerland
$456K – – –
SBL
1048
Sargent Bickham Lagudis
Colorado
$454K – – –
CAI
1049
Capital Advisors Inc
Oklahoma
$451K +$13.9K +100 +4%
HA
1050
Halsey Associates
Connecticut
$449K +$34.7K +250 +10%
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