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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAI
1101
Capital Advisors Inc
Oklahoma
$421K – – –
SAM
1102
SignalPoint Asset Management
Missouri
$419K -$49.9K -353 -11%
AP
1103
Atwood & Palmer
Missouri
$418K -$10.9K -77 -3%
MHIC
1104
Marble Harbor Investment Counsel
Massachusetts
$415K +$40.3K +285 +12%
WA
1105
Wealth Architects
California
$414K +$2.97K +21 +0.8%
CIM
1106
CIM Investment Management
Pennsylvania
$413K -$141 -1 -0%
WRM
1107
Weybosset Research & Management
Rhode Island
$412K – – –
MCM
1108
MV Capital Management
Maryland
$412K +$8.2K +58 +2%
FHA
1109
Flagship Harbor Advisors
Massachusetts
$410K -$44.6K -315 -10%
PFA
1110
Pathway Financial Advisors
Vermont
$410K -$5.38K -38 -1%
OAM
1111
Oxford Asset Management
United Kingdom
$408K -$6.72M -47,528 -95%
MWM
1112
Merriman Wealth Management
Washington
$406K -$73.6K -520 -16%
SL
1113
Signition LP
New York
$405K +$376K +2,659 New
UFF
1114
USA Financial Formulas
Michigan
$405K +$422K +2,983 New
BCM
1115
BlueCrest Capital Management
Jersey
$400K -$491K -3,471 -57%
MWM
1116
Mascoma Wealth Management
New Hampshire
$400K – – –
QCIG
1117
Quad-Cities Investment Group
Iowa
$400K – – –
AWM
1118
Altium Wealth Management
New York
$398K +$10.9K +77 +3%
BONST
1119
Bank of Nova Scotia Trust
Ontario, Canada
$396K – – –
HA
1120
Halsey Associates
Connecticut
$396K – – –
DT
1121
Diversified Trust
Tennessee
$396K +$707 +5 +0.2%
IP
1122
Investment Partners
Ohio
$396K +$1.56K +11 +0.2%
IP
1123
Isthmus Partners
Wisconsin
$394K – – –
SCA
1124
Sippican Capital Advisors
Massachusetts
$394K – – –
TF
1125
Tompkins Financial
New York
$394K +$28.3K +200 +8%
43 44
45
46 47