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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1201
Breiter Capital Management
Florida
$317K +$90.6K +686 +42%
RMDI
1202
R.M. Davis Inc
Maine
$316K -$132K -1,000 -30%
BWM
1203
BigSur Wealth Management
Florida
$316K – – –
CBFP
1204
Cedar Brook Financial Partners
Ohio
$315K +$47.3K +358 +18%
RMCM
1205
Reynders McVeigh Capital Management
Massachusetts
$314K – – –
AP
1206
Appleton Partners
Massachusetts
$313K -$34.8K -263 -10%
SIAG
1207
Signet Investment Advisory Group
Rhode Island
$313K – – –
JFA
1208
Johanson Financial Advisors
California
$312K +$28.1K +213 +10%
CGA
1209
Crescent Grove Advisors
Illinois
$311K +$1.59K +12 +0.5%
VCM
1210
Violich Capital Management
California
$310K -$3.3K -25 -1%
FHA
1211
Flagship Harbor Advisors
Massachusetts
$309K -$82.2K -622 -21%
CF
1212
Centaurus Financial
California
$305K -$11.5K -87 -4%
CT
1213
Cambridge Trust
Massachusetts
$303K -$26.4K -200 -8%
BWFA
1214
Baltimore-Washington Financial Advisors
Maryland
$301K +$26.4K +200 +10%
CCM
1215
Covington Capital Management
California
$300K -$6.61K -50 -2%
AFC
1216
AFT Forsyth & Company
Florida
$300K – – –
FIM
1217
Freedom Investment Management
Connecticut
$297K +$9.12K +69 +3%
CCM
1218
Check Capital Management
California
$296K – – –
PA
1219
PFG Advisors
Arizona
$296K +$294K +2,226 New
GIA
1220
GHP Investment Advisors
Colorado
$295K -$2.38K -18 -0.8%
GAMC
1221
Garner Asset Management Corp
Texas
$294K – – –
HI
1222
Human Investing
Oregon
$294K +$35.1K +266 +14%
BIC
1223
Beach Investment Counsel
Pennsylvania
$293K – – –
GC
1224
Grace Capital
Massachusetts
$293K – – –
PCA
1225
Personal Capital Advisors
California
$291K -$33.2K -251 -11%
47 48
49
50 51