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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1176
Ballentine Partners
Massachusetts
$337K -$8.35K -59 -3%
RG
1177
Rikoon Group
New Mexico
$336K +$56.6K +400 +22%
CVM
1178
Cheviot Value Management
California
$334K +$141 +1 +0%
BCWM
1179
Blue Chip Wealth Management
Florida
$334K +$1.41K +10 +0.5%
ZF
1180
Zhang Financial
Michigan
$333K – – –
NWM
1181
Northwest Wealth Management
Iowa
$331K +$424 +3 +0.1%
VIA
1182
Vantage Investment Advisors
Pennsylvania
$331K +$34.9K +247 +12%
JFA
1183
Johanson Financial Advisors
California
$330K -$8.77K -62 -3%
BIC
1184
Beach Investment Counsel
Pennsylvania
$328K – – –
GIA
1185
GHP Investment Advisors
Colorado
$327K -$18.2K -129 -6%
SDJVC
1186
St. Denis J. Villere & Co
Louisiana
$327K – – –
FIB
1187
First Interstate Bank
Montana
$326K +$53.2K +376 +21%
CCB
1188
Cutter & Co Brokerage
Missouri
$326K +$302K +2,137 New
GTAM
1189
Global Trust Asset Management
Florida
$324K +$300K +2,123 New
RI
1190
Ridgewood Investments
New Jersey
$323K -$158K -1,116 -35%
SMH
1191
Sanders Morris Harris
Texas
$323K -$11.3K -80 -4%
BI
1192
Ballast Inc
Kentucky
$323K +$86.3K +610 +40%
BWM
1193
BigSur Wealth Management
Florida
$322K +$43.8K +310 +17%
HPC
1194
Hobart Private Capital
North Carolina
$321K +$38K +269 +15%
FBT
1195
First Bankers Trust
Kentucky
$320K -$14.1K -100 -5%
IIM
1196
Ironwood Investment Management
Massachusetts
$320K – – –
JCM
1197
Janney Capital Management
Pennsylvania
$320K +$297K +2,100 New
WKWM
1198
Walter & Keenan Wealth Management
Indiana
$319K – – –
CA
1199
Cortland Associates
Missouri
$317K +$294K +2,082 New
BWA
1200
Burt Wealth Advisors
Maryland
$315K – – –
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48
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