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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1201
RB Capital Management
Nevada
$293K +$139 +1 +0.1%
NCM
1202
Novare Capital Management
North Carolina
$292K -$98.1K -707 -28%
BHA
1203
Beech Hill Advisors
New York
$292K -$27.7K -200 -10%
AMG
1204
Advisors Management Group
Wisconsin
$292K – – –
FMW
1205
Farr Miller & Washington
District of Columbia
$291K +$256K +1,846 New
RIA
1206
Regal Investment Advisors
Michigan
$290K +$4.58K +33 +2%
BPB
1207
Badgley, Phelps & Bell
Washington
$289K -$6.93K -50 -3%
BFA
1208
Benedict Financial Advisors
Georgia
$289K +$971 +7 +0.4%
WPA
1209
Winning Points Advisors
Florida
$288K -$139K -1,000 -35%
RSVP
1210
Ramsay Stattman Vela & Price
Colorado
$286K -$11.4K -82 -4%
FIB
1211
First Interstate Bank
Montana
$285K – – –
OWP
1212
Obermeyer Wealth Partners
Colorado
$285K – – –
NWM
1213
Northwest Wealth Management
Iowa
$284K +$555 +4 +0.2%
GC
1214
Grimes & Company
Massachusetts
$283K – – –
FPFS
1215
First Personal Financial Services
North Carolina
$283K +$70.7K +510 +40%
GRP
1216
Global Retirement Partners
California
$281K -$6.38K -46 -3%
FHC
1217
First Heartland Consultants
Missouri
$280K -$247K -1,783 -50%
PAS
1218
Partnervest Advisory Services
California
$280K -$89.3K -644 -27%
RG
1219
Rikoon Group
New Mexico
$280K – – –
DBT
1220
Dubuque Bank & Trust
Iowa
$277K -$4.16K -30 -2%
AWA
1221
Arete Wealth Advisors
Illinois
$276K -$2.25M -16,203 -90%
RW
1222
REDW Wealth
New Mexico
$275K – – –
SC
1223
Schulhoff & Co
Ohio
$275K – – –
VNA
1224
Valley National Advisers
Pennsylvania
$274K – – –
DCM
1225
Driehaus Capital Management
Illinois
$274K +$241K +1,739 New
47 48
49
50 51