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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1101
Benedict Financial Advisors
Georgia
$228K -$14.6K -127 -6%
GRP
1102
Global Retirement Partners
California
$228K +$14.1K +122 +7%
STMM
1103
South Texas Money Management
Texas
$226K +$208K +1,810 New
OWP
1104
Obermeyer Wealth Partners
Colorado
$225K -$46.1K -400 -18%
NWM
1105
Northwest Wealth Management
Iowa
$225K -$32.1K -279 -13%
FIB
1106
First Interstate Bank
Montana
$225K +$7.6K +66 +4%
NL
1107
NWAM LLC
Washington
$225K +$208K +1,803 New
RIA
1108
Regal Investment Advisors
Michigan
$225K +$208K +1,805 New
JCM
1109
Janney Capital Management
Pennsylvania
$225K +$209K +1,811 New
DBT
1110
Dubuque Bank & Trust
Iowa
$224K -$2.76K -24 -1%
GC
1111
Grimes & Company
Massachusetts
$224K +$207K +1,795 New
IIM
1112
Intact Investment Management
Quebec, Canada
$224K +$207K +1,800 New
NA
1113
NewEdge Advisors
Louisiana
$223K +$110K +959 +120%
CC
1114
Cedar Capital
Illinois
$223K +$206K +1,790 New
RG
1115
Rikoon Group
New Mexico
$222K +$205K +1,779 New
BP
1116
Ballentine Partners
Massachusetts
$222K +$205K +1,781 New
CT
1117
Cambridge Trust
Massachusetts
$220K +$203K +1,767 New
SC
1118
Schulhoff & Co
Ohio
$218K +$202K +1,750 New
VNA
1119
Valley National Advisers
Pennsylvania
$217K – – –
RW
1120
REDW Wealth
New Mexico
$217K +$201K +1,742 New
MCM
1121
Mitchell Capital Management
Kansas
$215K +$198K +1,722 New
FFA
1122
First Foundation Advisors
California
$214K +$197K +1,713 New
IIC
1123
Integrated Investment Consultants
Michigan
$213K – – –
AA
1124
Alesco Advisors
New York
$213K +$196K +1,704 New
NIA
1125
Northstar Investment Advisors
Colorado
$212K +$196K +1,700 New
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