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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1126
Stewart & Patten Company
California
$300K – – –
FMLI
1127
Fukoku Mutual Life Insurance
Japan
$299K -$76.6K -600 -19%
DIM
1128
Delta Investment Management
California
$298K – – –
RCAG
1129
Rehmann Capital Advisory Group
Michigan
$297K +$327K +2,559 New
BCWM
1130
Blue Chip Wealth Management
Florida
$297K -$64.3K -503 -16%
FHC
1131
First Heartland Consultants
Missouri
$297K -$16.5K -129 -5%
EWM
1132
Evermay Wealth Management
Virginia
$296K -$52.4K -410 -14%
GH
1133
GAM Holding
Switzerland
$296K +$325K +2,547 New
PWPS
1134
Pinnacle Wealth Planning Services
Ohio
$295K -$52.8K -413 -14%
BPA
1135
Beacon Pointe Advisors
California
$295K +$325K +2,542 New
GC
1136
GFG Capital
Florida
$294K +$5.24K +41 +2%
CIM
1137
CIM Investment Management
Pennsylvania
$294K +$11.1K +87 +4%
PFM
1138
Parsec Financial Management
North Carolina
$291K – – –
GGI
1139
Godsey & Gibb Inc
Virginia
$290K +$12.8K +100 +4%
EI
1140
Ethic Inc
New York
$290K +$67.1K +525 +27%
MCM
1141
Maryland Capital Management
Maryland
$289K -$52K -407 -14%
DW
1142
Domani Wealth
Pennsylvania
$289K +$11.6K +91 +4%
JWA
1143
JFS Wealth Advisors
Pennsylvania
$288K -$1.92K -15 -0.6%
RIM
1144
Regent Investment Management
Kentucky
$287K – – –
GLA
1145
Good Life Advisors
Pennsylvania
$287K +$34.9K +273 +12%
BDF
1146
Balasa Dinverno & Foltz
$286K -$6.13K -48 -2%
F
1147
F3Logic
Minnesota
$286K +$310K +2,428 New
P
1148
Pitcairn
Pennsylvania
$285K -$23.5K -184 -7%
IA
1149
IFG Advisory
Georgia
$283K -$23.8K -186 -7%
SAM
1150
Seelaus Asset Management
New Jersey
$283K -$9.58K -75 -3%
44 45
46
47 48