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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGT
1151
Capital Guardian Trust
California
$175K -$668K -5,800 -81%
CPIG
1152
Chicago Partners Investment Group
Illinois
$170K +$23.8K +207 +18%
CPA
1153
Clear Perspective Advisors
Illinois
$167K -$104K -906 -40%
SFFS
1154
Stonehage Fleming Financial Services
Jersey
$167K – – –
GLI
1155
Guardian Life Insurance
New York
$167K +$1.27K +11 +0.8%
CWM
1156
Catamount Wealth Management
Connecticut
$166K +$154K +1,333 New
VFA
1157
Virtus Fund Advisers
Connecticut
$164K – – –
AF
1158
Allworth Financial
California
$164K +$230 +2 +0.2%
BDWM
1159
Brewin Dolphin Wealth Management
Ireland
$164K +$151K +1,315 New
FPFS
1160
First Personal Financial Services
North Carolina
$161K -$34.8K -302 -19%
QCG
1161
Quadrant Capital Group
Ohio
$154K – – –
CIS
1162
Capital International Sarl
California
$150K -$679K -5,900 -83%
CI
1163
Capital International
California
$150K -$622K -5,400 -82%
ACM
1164
AUA Capital Management
Pennsylvania
$146K – – –
SQA
1165
Simon Quick Advisors
New Jersey
$146K +$132K +1,145 +4,241%
WC
1166
Whitnell & Co
Illinois
$142K +$230 +2 +0.2%
FANJ
1167
Financial Architects (New Jersey)
New Jersey
$139K -$11.5K -100 -8%
RFA
1168
Reilly Financial Advisors
California
$139K – – –
MWM
1169
MinichMacGregor Wealth Management
New York
$136K -$52.3K -454 -29%
VIA
1170
Vantage Investment Advisors
Pennsylvania
$133K +$16.1K +140 +15%
PMFA
1171
Plante Moran Financial Advisors
Michigan
$130K -$715K -6,207 -86%
GH
1172
GAM Holding
Switzerland
$129K -$11.1M -96,007 -99%
BCP
1173
Blue Chip Partners
Michigan
$128K -$27.2K -236 -19%
LWCFA
1174
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$122K -$3.69K -32 -3%
BEAM
1175
Baker Ellis Asset Management
Washington
$120K – – –
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