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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1151
CIM Investment Management
Pennsylvania
$320K – – –
JG
1152
Jefferies Group
New York
$319K -$163K -1,375 -35%
WP
1153
WealthSource Partners
California
$319K -$114K -962 -28%
GC
1154
GFG Capital
Florida
$319K -$2.02K -17 -0.7%
PFM
1155
Parsec Financial Management
North Carolina
$317K – – –
OAM
1156
Optimal Asset Management
California
$316K -$225K -1,900 -43%
CRC
1157
Curi RMB Capital
Illinois
$316K +$9.25K +78 +3%
GP
1158
Girard Partners
Pennsylvania
$315K -$181K -1,529 -38%
P
1159
Pitcairn
Pennsylvania
$315K +$4.27K +36 +1%
JWA
1160
JFS Wealth Advisors
Pennsylvania
$314K – – –
HBT
1161
Hills Bank & Trust
Iowa
$314K +$38.5K +325 +15%
RIM
1162
Regent Investment Management
Kentucky
$313K – – –
DIA
1163
Davidson Investment Advisors
Montana
$312K -$23.7K -200 -8%
BDF
1164
Balasa Dinverno & Foltz
$312K – – –
LC
1165
LCNB Corp
Ohio
$312K +$11.9K +100 +4%
FLPIM
1166
F.L. Putnam Investment Management
Massachusetts
$309K -$17.4K -147 -6%
TAM
1167
Trillium Asset Management
Massachusetts
$309K – – –
SIA
1168
Starfire Investment Advisers
Michigan
$309K +$59.3K +500 +26%
BST
1169
Bath Savings Trust
Maine
$308K – – –
FMW
1170
Farr Miller & Washington
District of Columbia
$305K – – –
TFO
1171
Tarbox Family Office
California
$304K -$31.5K -266 -10%
GWM
1172
Gray Wealth Management
Maine
$304K +$9.48K +80 +3%
AWM
1173
Aberdeen Wealth Management
Illinois
$303K +$27.1K +229 +11%
HIA
1174
Harbor Investment Advisory
Maryland
$302K -$102K -861 -27%
AWA
1175
Acorn Wealth Advisors
Michigan
$302K +$16.5K +139 +6%
45 46
47
48 49