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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1101
Northwest Wealth Management
Iowa
$225K -$32.1K -279 -13%
FIB
1102
First Interstate Bank
Montana
$225K +$7.6K +66 +4%
NL
1103
NWAM LLC
Washington
$225K +$208K +1,803 New
RIA
1104
Regal Investment Advisors
Michigan
$225K +$208K +1,805 New
JCM
1105
Janney Capital Management
Pennsylvania
$225K +$209K +1,811 New
DBT
1106
Dubuque Bank & Trust
Iowa
$224K -$2.76K -24 -1%
GC
1107
Grimes & Company
Massachusetts
$224K +$207K +1,795 New
IIM
1108
Intact Investment Management
Quebec, Canada
$224K +$207K +1,800 New
NA
1109
NewEdge Advisors
Louisiana
$223K +$110K +959 +120%
CC
1110
Cedar Capital
Illinois
$223K +$206K +1,790 New
RG
1111
Rikoon Group
New Mexico
$222K +$205K +1,779 New
BP
1112
Ballentine Partners
Massachusetts
$222K +$205K +1,781 New
CT
1113
Cambridge Trust
Massachusetts
$220K +$203K +1,767 New
SC
1114
Schulhoff & Co
Ohio
$218K +$202K +1,750 New
VNA
1115
Valley National Advisers
Pennsylvania
$217K – – –
RW
1116
REDW Wealth
New Mexico
$217K +$201K +1,742 New
MCM
1117
Mitchell Capital Management
Kansas
$215K +$198K +1,722 New
FFA
1118
First Foundation Advisors
California
$214K +$197K +1,713 New
IIC
1119
Integrated Investment Consultants
Michigan
$213K – – –
AA
1120
Alesco Advisors
New York
$213K +$196K +1,704 New
NIA
1121
Northstar Investment Advisors
Colorado
$212K +$196K +1,700 New
FAM
1122
Fenimore Asset Management
New York
$211K +$195K +1,695 New
FAB
1123
First American Bank
Illinois
$210K +$194K +1,683 New
AOWM
1124
Alpha Omega Wealth Management
Virginia
$209K +$11.5K +100 +6%
KP
1125
Keel Point
Alabama
$209K +$193K +1,673 New
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