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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1101
Probity Advisors
Texas
$385K +$394K +3,029 New
LB
1102
Landmark Bank
Missouri
$382K – – –
SBL
1103
Sargent Bickham Lagudis
Colorado
$382K +$16.3K +125 +4%
SCA
1104
Sippican Capital Advisors
Massachusetts
$381K – – –
CA
1105
Cullinan Associates
Kentucky
$381K +$26K +200 +7%
SMH
1106
Sanders Morris Harris
Texas
$381K +$114K +880 +42%
AA
1107
Ancora Advisors
Ohio
$380K -$26K -200 -6%
CTA
1108
Chesley Taft & Associates
Illinois
$379K -$27.8K -214 -7%
SAM
1109
SignalPoint Asset Management
Missouri
$379K +$30.6K +235 +9%
CCB
1110
Cutter & Co Brokerage
Missouri
$378K +$109K +834 +39%
VNA
1111
Valley National Advisers
Pennsylvania
$377K +$24.9K +191 +7%
SMFS
1112
Squar Milner Financial Services
California
$376K – – –
SWM
1113
SVA Wealth Management
Wisconsin
$375K -$89.9K -691 -19%
BFM
1114
Boston Financial Management
Massachusetts
$374K +$2.99K +23 +0.8%
BFIM
1115
Beese Fulmer Investment Management
Ohio
$372K – – –
CCMD
1116
Cypress Capital Management (Delaware)
Delaware
$371K +$9.11K +70 +2%
SPC
1117
Stewart & Patten Company
California
$370K -$22.1K -170 -6%
HCM
1118
HMS Capital Management
Tennessee
$369K -$274K -2,106 -42%
WA1
1119
Wimmer Associates 1
California
$369K -$19.1K -147 -5%
BWM
1120
Buckley Wealth Management
Nevada
$369K – – –
CWM
1121
Concentric Wealth Management
California
$369K – – –
AWCI
1122
Alpine Woods Capital Investors
New York
$369K +$377K +2,900 New
BPWA
1123
Beacon Pointe Wealth Advisors
California
$369K +$377K +2,900 New
TPWA
1124
TRUE Private Wealth Advisors
Oregon
$368K +$81.3K +625 +27%
AP
1125
Atwood & Palmer
Missouri
$367K +$19K +146 +5%
43 44
45
46 47