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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1026
D.J. St. Germain
Massachusetts
$560K – – –
CCFCSB
1027
Cape Cod Five Cents Savings Bank
Massachusetts
$557K -$7.02K -50 -1%
WWM
1028
Western Wealth Management
Colorado
$555K -$3.23K -23 -0.6%
LWAC
1029
Laurel Wealth Advisors (California)
California
$554K -$41.4K -295 -7%
WLIM
1030
White Lighthouse Investment Management
Massachusetts
$552K – – –
NP
1031
NorthRock Partners
Minnesota
$551K +$84.3K +600 +19%
IMRF
1032
Illinois Municipal Retirement Fund
Illinois
$550K +$518K +3,686 New
ACG
1033
Allen Capital Group
Nebraska
$547K +$281 +2 +0.1%
BRM
1034
Boston Research & Management
Massachusetts
$547K +$35.1K +250 +7%
RM
1035
Resource Management
Louisiana
$545K -$8.57K -61 -2%
RG
1036
Rikoon Group
New Mexico
$543K -$13.6K -97 -3%
WEC
1037
Winslow Evans & Crocker
Massachusetts
$543K -$3.93K -28 -0.8%
CWM
1038
Circle Wealth Management
New Jersey
$542K +$2.11K +15 +0.4%
PCA
1039
Personal Capital Advisors
California
$542K +$47.6K +339 +10%
KFA
1040
Kelleher Financial Advisors
New York
$541K +$36.4K +259 +8%
LSAG
1041
Lake Street Advisors Group
New Hampshire
$540K +$22.8K +162 +5%
WC
1042
Weil Company
California
$539K +$508K +3,613 New
TCM
1043
Teza Capital Management
Illinois
$538K +$507K +3,607 New
HIIFS
1044
Harel Insurance Investments & Financial Services
Israel
$537K +$13.8K +98 +3%
SAA
1045
Southeast Asset Advisors
Georgia
$536K +$1.41K +10 +0.3%
GG
1046
Gleason Group
Kentucky
$536K +$3.65K +26 +0.7%
TNB
1047
Thomasville National Bank
Georgia
$532K +$1.41K +10 +0.3%
MFG
1048
Menard Financial Group
Texas
$531K +$5.9K +42 +1%
CT
1049
Cambridge Trust
Massachusetts
$531K +$12.9K +92 +3%
PAMG
1050
Patton Albertson Miller Group
Tennessee
$530K – – –
40 41
42
43 44