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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1126
Parsec Financial Management
North Carolina
$317K -$37.5K -295 -11%
CCM
1127
Covington Capital Management
California
$317K +$38.9K +306 +14%
GGI
1128
Godsey & Gibb Inc
Virginia
$316K -$25.4K -200 -7%
MWM
1129
Meridian Wealth Management
Kentucky
$316K +$159K +1,251 +100%
O
1130
Ossiam
France
$314K +$60.1K +473 +24%
RIM
1131
Regent Investment Management
Kentucky
$313K – – –
GCP
1132
GSA Capital Partners
United Kingdom
$312K +$314K +2,468 New
BDF
1133
Balasa Dinverno & Foltz
$311K -$6.99K -55 -2%
GLA
1134
Good Life Advisors
Pennsylvania
$310K +$5.21K +41 +2%
CIM
1135
CIM Investment Management
Pennsylvania
$309K -$32.8K -258 -10%
SIA
1136
Starfire Investment Advisers
Michigan
$309K – – –
SG
1137
StoneX Group
New York
$307K +$70.6K +556 +30%
EH
1138
Employers Holdings
Nevada
$306K -$188K -1,480 -38%
FMW
1139
Farr Miller & Washington
District of Columbia
$304K -$38.1K -300 -11%
WCM
1140
Windsor Capital Management
Arizona
$304K +$113K +893 +59%
HA
1141
Hamel Associates
New Jersey
$303K -$273K -2,150 -47%
BAM
1142
Barrett Asset Management
New York
$303K – – –
DW
1143
Domani Wealth
Pennsylvania
$302K +$106K +835 +54%
BBA
1144
Braun-Bostich & Associates
Pennsylvania
$301K -$16.9K -133 -5%
WBG
1145
Wharton Business Group
Pennsylvania
$301K – – –
LCM
1146
LVM Capital Management
Michigan
$300K – – –
FHA
1147
Flagship Harbor Advisors
Massachusetts
$300K +$13.2K +104 +5%
IWC
1148
Integrated Wealth Concepts
Massachusetts
$300K +$38.9K +306 +15%
LC
1149
LCNB Corp
Ohio
$299K -$5.46K -43 -2%
ZF
1150
Zhang Financial
Michigan
$299K – – –
44 45
46
47 48