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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1076
Marble Harbor Investment Counsel
Massachusetts
$380K +$11.9K +100 +3%
BOS
1077
Bingham Osborn & Scarborough
California
$380K +$26.2K +221 +8%
IIA
1078
IPG Investment Advisors
California
$380K -$15.3K -129 -4%
MS
1079
Maven Securities
Jersey
$377K +$356K +3,003 New
KFS
1080
Kurt F. Somerville
$376K – – –
NG
1081
Northstar Group
New York
$376K – – –
CTA
1082
Chesley Taft & Associates
Illinois
$375K – – –
FNBSF
1083
First National Bank Sioux Falls
South Dakota
$375K – – –
SWM
1084
SVA Wealth Management
Wisconsin
$374K -$23K -194 -6%
EWM
1085
Evermay Wealth Management
Virginia
$374K +$47.4K +400 +16%
CCFM
1086
Clear Creek Financial Management
Washington
$373K +$6.52K +55 +2%
ICM
1087
IMS Capital Management
Oregon
$373K +$349K +2,945 New
KA
1088
Kovack Advisors
Florida
$369K -$201K -1,693 -37%
CCMD
1089
Cypress Capital Management (Delaware)
Delaware
$369K – – –
DI
1090
Diligent Investors
California
$369K +$71.4K +602 +26%
IIC
1091
Ironwood Investment Counsel
Arizona
$367K -$17.9K -151 -5%
CWM
1092
Concentric Wealth Management
California
$367K -$3.56K -30 -1%
TI
1093
tru Independence
Oregon
$366K -$57.3K -483 -14%
FIM
1094
Freedom Investment Management
Connecticut
$366K +$163K +1,375 +90%
EWA
1095
EP Wealth Advisors
California
$365K -$330K -2,780 Closed
SGK
1096
Steigerwald Gordon & Koch
Virginia
$365K +$119 +1 +0%
ATPW
1097
Ashton Thomas Private Wealth
Arizona
$365K -$23.2K -196 -6%
EWM
1098
Empirical Wealth Management
Washington
$364K -$51.8K -437 -13%
BFM
1099
Boston Financial Management
Massachusetts
$362K -$185K -1,558 -35%
WPW
1100
Waldron Private Wealth
Pennsylvania
$362K +$24.4K +206 +8%
42 43
44
45 46