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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SBSB
1076
Sullivan, Bruyette, Speros & Blaney
Virginia
$498K -$5.48K -39 -1%
ECM
1077
Evergreen Capital Management
Washington
$496K +$7.45K +53 +2%
TMAM
1078
Tokio Marine Asset Management
Japan
$495K +$91.4K +651 +24%
PI
1079
Putnam Investments
Massachusetts
$493K -$4.45M -31,652 -91%
CST
1080
Charles Schwab Trust
Nevada
$493K +$7.16K +51 +2%
IIA
1081
IPG Investment Advisors
California
$492K +$42.1K +300 +10%
AA
1082
AF Advisors
California
$492K – – –
CG
1083
Cynosure Group
Utah
$492K – – –
HWA
1084
HHM Wealth Advisors
Tennessee
$492K +$12.1K +86 +3%
CBT
1085
Capital Bank & Trust
California
$490K +$16.9K +120 +4%
FA
1086
FMA Advisory
Pennsylvania
$486K +$98.2K +699 +27%
OFG
1087
OmniStar Financial Group
North Carolina
$486K +$458K +3,258 New
MGIA
1088
Moneta Group Investment Advisors
Missouri
$483K -$133K -944 -23%
WP
1089
WMS Partners
Maryland
$481K – – –
OSNBOA
1090
Old Second National Bank of Aurora
Illinois
$480K -$57.2K -407 -11%
RWP
1091
RWA Wealth Partners
Massachusetts
$480K -$22.1K -157 -5%
PFA
1092
Pathway Financial Advisors
Vermont
$479K – – –
GW
1093
GW & Wade
Massachusetts
$478K – – –
RWM
1094
Ritholtz Wealth Management
New York
$478K +$74.5K +530 +20%
TC
1095
TownSquare Capital
Utah
$477K +$13.9K +99 +3%
KA
1096
Kovack Advisors
Florida
$477K +$38.6K +275 +9%
CAG
1097
Crestwood Advisors Group
Massachusetts
$476K -$35.1K -250 -7%
AF
1098
Affiance Financial
Minnesota
$473K +$8.43K +60 +2%
KFS
1099
Kurt F. Somerville
$473K +$27.4K +195 +7%
ACM
1100
AlphaStar Capital Management
North Carolina
$472K -$327K -2,329 -45%
42 43
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