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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1176
Kore Private Wealth
New York
$276K -$131K -1,031 -31%
BIAS
1177
Beacon Investment Advisory Services
New Jersey
$276K +$277K +2,182 New
BFPW
1178
BOK Financial Private Wealth
Colorado
$275K -$21.2K -167 -7%
CCM
1179
Check Capital Management
California
$274K – – –
PP
1180
Patten & Patten
Tennessee
$274K +$28.6K +225 +12%
GIA
1181
GHP Investment Advisors
Colorado
$273K – – –
BIC
1182
Beach Investment Counsel
Pennsylvania
$272K – – –
GC
1183
Grace Capital
Massachusetts
$272K – – –
WG
1184
Winton Group
United Kingdom
$270K +$272K +2,139 New
RMDI
1185
R.M. Davis Inc
Maine
$268K -$24.6K -194 -8%
MWM
1186
Mascoma Wealth Management
New Hampshire
$268K – – –
FLPIM
1187
F.L. Putnam Investment Management
Massachusetts
$268K +$140K +1,101 +108%
IIM
1188
Ironwood Investment Management
Massachusetts
$265K – – –
GTAM
1189
Global Trust Asset Management
Florida
$265K +$224K +1,762 +521%
NWM
1190
Northwest Wealth Management
Iowa
$264K +$508 +4 +0.2%
WAM
1191
Weiss Asset Management
Massachusetts
$264K +$56.5K +445 +27%
JT
1192
Jump Trading
Illinois
$263K -$860K -6,768 -77%
BI
1193
Ballast Inc
Kentucky
$263K – – –
PL
1194
Plancorp LLC
Missouri
$263K +$13K +102 +5%
JFGIW
1195
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$263K +$91.9K +723 +53%
BWA
1196
Burt Wealth Advisors
Maryland
$261K – – –
TIM
1197
Total Investment Management
Arizona
$261K – – –
GAMC
1198
Garner Asset Management Corp
Texas
$260K -$12.7K -100 -5%
DE
1199
Day & Ennis
Georgia
$260K +$13K +102 +5%
MSR
1200
Main Street Research
Connecticut
$260K +$21.6K +170 +9%
46 47
48
49 50