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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1176
Isthmus Partners
Wisconsin
$329K – – –
CBFP
1177
Cedar Brook Financial Partners
Ohio
$328K +$336K +2,583 New
CIA
1178
Choate Investment Advisors
Massachusetts
$327K -$56.6K -435 -14%
WA
1179
Wealth Architects
California
$326K -$19.1K -147 -5%
GAM
1180
Garrison Asset Management
Arkansas
$326K – – –
TFO
1181
Tarbox Family Office
California
$325K +$781 +6 +0.2%
FANJ
1182
Financial Architects (New Jersey)
New Jersey
$325K +$81.1K +623 +32%
AIM
1183
Alambic Investment Management
California
$325K +$333K +2,560 New
RI
1184
Ridgewood Investments
New Jersey
$323K – – –
TF
1185
Tompkins Financial
New York
$322K -$6.63K -51 -2%
FCFC
1186
First Commonwealth Financial Corp
Pennsylvania
$321K -$4.03K -31 -1%
CC
1187
Chicago Capital
Illinois
$319K – – –
BAM
1188
Barrett Asset Management
New York
$318K -$325K -2,500 -50%
LWAC
1189
Laurel Wealth Advisors (California)
California
$318K -$159K -1,225 -33%
MHIC
1190
Marble Harbor Investment Counsel
Massachusetts
$314K -$32.5K -250 -9%
RIM
1191
Regent Investment Management
Kentucky
$314K – – –
KPW
1192
Kore Private Wealth
New York
$313K +$320K +2,463 New
LC
1193
LCNB Corp
Ohio
$312K – – –
MWM
1194
MinichMacGregor Wealth Management
New York
$312K +$180K +1,386 +124%
SIA
1195
Starfire Investment Advisers
Michigan
$311K +$651 +5 +0.2%
BCM
1196
Breiter Capital Management
Florida
$310K -$51.5K -396 -14%
TAM
1197
Trillium Asset Management
Massachusetts
$309K – – –
CA
1198
Claro Advisors
Massachusetts
$309K +$264K +2,028 New
DWM
1199
Doyle Wealth Management
Florida
$309K +$317K +2,435 New
SAM
1200
Seelaus Asset Management
New Jersey
$307K -$100K -770 -24%
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