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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFIM
1101
Beese Fulmer Investment Management
Ohio
$383K – – –
AP
1102
Atwood & Palmer
Missouri
$382K +$11.5K +77 +3%
FGAM
1103
Financial Gravity Asset Management
Texas
$380K -$59.3K -397 -12%
MLFP
1104
MPS Loria Financial Planners
Illinois
$380K +$598 +4 +0.1%
CTA
1105
Chesley Taft & Associates
Illinois
$379K -$205K -1,371 -33%
CSA
1106
Cottage Street Advisors
Massachusetts
$379K +$418K +2,800 New
KCM
1107
Karp Capital Management
California
$378K +$183K +1,225 +78%
TWM
1108
Titus Wealth Management
California
$377K +$415K +2,777 New
CHA
1109
Cooper/Haims Advisors
New York
$375K -$22.4K -150 -5%
CAI
1110
Capital Advisors Inc
Oklahoma
$375K – – –
TPWA
1111
TRUE Private Wealth Advisors
Oregon
$374K +$5.53K +37 +1%
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$374K -$75.2K -503 -15%
MHS
1113
M Holdings Securities
Oregon
$372K +$62.9K +421 +18%
SGAM
1114
Steinberg Global Asset Management
Florida
$368K -$37.4K -250 -8%
CIM
1115
CIM Investment Management
Pennsylvania
$368K +$405K +2,709 New
WRM
1116
Weybosset Research & Management
Rhode Island
$367K – – –
WA
1117
Wealth Architects
California
$365K +$27.6K +185 +7%
TMAM
1118
Tokio Marine Asset Management
Japan
$358K -$114K -761 -22%
LWAC
1119
Laurel Wealth Advisors (California)
California
$358K -$37.5K -251 -9%
MCM
1120
MV Capital Management
Maryland
$358K -$1.34K -9 -0.3%
QCIG
1121
Quad-Cities Investment Group
Iowa
$356K +$149 +1 +0%
MWM
1122
Mascoma Wealth Management
New Hampshire
$356K +$3.73K +25 +1%
YWP
1123
YorkBridge Wealth Partners
New York
$355K +$7.17K +48 +2%
CAM
1124
CenterStar Asset Management
Illinois
$354K – – –
B
1125
Bailard
California
$354K +$61.7K +413 +19%
43 44
45
46 47