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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1101
Sippican Capital Advisors
Massachusetts
$443K – – –
SACTSONJ
1102
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$443K – – –
WMG
1103
WESCAP Management Group
California
$443K – – –
OPS
1104
Orion Portfolio Solutions
Nebraska
$443K +$419K +2,999 New
FNBSF
1105
First National Bank Sioux Falls
South Dakota
$442K +$45.4K +325 +12%
WWM
1106
Western Wealth Management
Colorado
$438K -$165K -1,179 -28%
EWM
1107
Evermay Wealth Management
Virginia
$438K -$20.9K -150 -5%
RSWM
1108
Robertson Stephens Wealth Management
California
$437K -$327K -2,345 -44%
PWPS
1109
Pinnacle Wealth Planning Services
Ohio
$437K +$132K +948 +47%
DAM
1110
Doheny Asset Management
California
$436K -$97.7K -700 -19%
DI
1111
Diligent Investors
California
$435K +$140 +1 +0%
CWM
1112
Concentric Wealth Management
California
$433K +$4.19K +30 +1%
SGK
1113
Steigerwald Gordon & Koch
Virginia
$433K +$409K +2,930 New
CIA
1114
Choate Investment Advisors
Massachusetts
$431K – – –
CCMD
1115
Cypress Capital Management (Delaware)
Delaware
$431K – – –
BAS
1116
Brown Advisory Securities
Maryland
$430K -$55.8K -400 -12%
SC
1117
Sepio Capital
Utah
$430K +$406K +2,911 New
MHIC
1118
Marble Harbor Investment Counsel
Massachusetts
$429K – – –
SAM
1119
SignalPoint Asset Management
Missouri
$428K -$61.4K -440 -13%
MCM
1120
Maryland Capital Management
Maryland
$428K +$4.47K +32 +1%
KFC
1121
Klingenstein Fields & Co
New York
$426K -$372K -2,668 -48%
HWA
1122
HHM Wealth Advisors
Tennessee
$426K +$6.98K +50 +2%
HIA
1123
Harbor Investment Advisory
Maryland
$426K +$403K +2,886 New
DT
1124
Diversified Trust
Tennessee
$425K +$30.7K +220 +8%
UF
1125
Univest Financial
Pennsylvania
$424K +$257K +1,844 +68%
43 44
45
46 47