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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
1076
Triangle Securities Wealth Management
North Carolina
$445K -$13.4K -95 -3%
BFM
1077
Boston Financial Management
Massachusetts
$445K -$1.41K -10 -0.3%
BWM
1078
Buckley Wealth Management
Nevada
$443K +$410K +2,902 New
EAM
1079
Evanson Asset Management
California
$442K -$18.5K -131 -4%
CWM
1080
Concentric Wealth Management
California
$442K – – –
MF
1081
Magnetar Financial
Illinois
$440K +$408K +2,886 New
HA
1082
Hamel Associates
New Jersey
$439K – – –
SBL
1083
Sargent Bickham Lagudis
Colorado
$439K – – –
BST
1084
Bath Savings Trust
Maine
$438K – – –
MHS
1085
M Holdings Securities
Oregon
$438K +$18.4K +130 +5%
GI
1086
Gradient Investments
Minnesota
$438K +$291K +2,054 +251%
CFN
1087
Cordasco Financial Network
Florida
$435K – – –
CCMD
1088
Cypress Capital Management (Delaware)
Delaware
$435K – – –
CAM
1089
Congress Asset Management
Massachusetts
$432K -$31K -219 -7%
BCM
1090
Breiter Capital Management
Florida
$432K +$47.4K +335 +13%
FM
1091
Foster & Motley
Ohio
$431K +$169K +1,196 +73%
B
1092
Bailard
California
$428K +$27.6K +195 +7%
CA
1093
Cullinan Associates
Kentucky
$427K -$1.13M -8,000 -74%
MLFP
1094
MPS Loria Financial Planners
Illinois
$427K +$566 +4 +0.1%
IIC
1095
Ironwood Investment Counsel
Arizona
$425K -$30K -212 -7%
P
1096
Pitcairn
Pennsylvania
$424K -$24.3K -172 -6%
CHA
1097
Cooper/Haims Advisors
New York
$424K +$1.98K +14 +0.5%
TWM
1098
Titus Wealth Management
California
$423K – – –
VNA
1099
Valley National Advisers
Pennsylvania
$423K +$56.4K +399 +17%
CAG
1100
Crestwood Advisors Group
Massachusetts
$421K -$290K -2,050 -43%
42 43
44
45 46