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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1026
Concourse Financial Group Securities
Alabama
$1.29M -$49.8K -206 -4%
CCIA
1027
Campbell & Co Investment Adviser
Maryland
$1.29M +$948K +3,923 +231%
PIM
1028
Penobscot Investment Management
Massachusetts
$1.28M – – –
BFG
1029
Barber Financial Group
Kansas
$1.28M +$3.38K +14 +0.3%
IFG
1030
Independent Financial Group
California
$1.28M +$45.2K +187 +3%
SFFS
1031
Stonehage Fleming Financial Services
Jersey
$1.28M – – –
DLA
1032
Douglas Lane & Associates
New York
$1.27M -$66.7K -276 -5%
BIM
1033
Bridges Investment Management
Nebraska
$1.27M – – –
KI
1034
Kula Investments
Illinois
$1.26M +$1.33M +5,514 New
GEA
1035
Glen Eagle Advisors
New Jersey
$1.26M -$14.5K -60 -1%
AW
1036
Alaethes Wealth
Nevada
$1.25M +$74.9K +310 +6%
HT
1037
HighTower Trust
Texas
$1.25M +$3.87K +16 +0.3%
VST
1038
Van Strum & Towne
California
$1.25M +$1.93K +8 +0.1%
PAM
1039
Private Asset Management
California
$1.25M -$102K -420 -7%
BP
1040
Ballentine Partners
Massachusetts
$1.24M +$87.5K +362 +7%
FAM
1041
Flaharty Asset Management
Florida
$1.24M +$5.56K +23 +0.4%
LA
1042
Lifeworks Advisors
Michigan
$1.23M -$438K -1,811 -25%
TA
1043
TKG Advisors
Indiana
$1.23M +$82K +339 +7%
EP
1044
Eudaimonia Partners
Tennessee
$1.23M +$48.1K +199 +4%
CIA
1045
Cladis Investment Advisory
Montana
$1.23M -$23.9K -99 -2%
CS
1046
Comerica Securities
Michigan
$1.23M -$20.1K -83 -2%
CPC
1047
Cookson Peirce & Co
Pennsylvania
$1.23M +$1.3M +5,362 New
GPA
1048
Garrison Point Advisors
California
$1.22M -$1.21K -5 -0.1%
EWM
1049
Empirical Wealth Management
Washington
$1.22M +$145K +599 +13%
TWP
1050
Tempus Wealth Planning
California
$1.21M – – –
40 41
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