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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1201
Ancora Advisors
Ohio
$260K +$261K +2,056 New
DFA
1202
Delta Financial Advisors
Louisiana
$257K -$12.7K -100 -5%
MVA
1203
Mount Vernon Associates
Maryland
$256K – – –
AMG
1204
Advisors Management Group
Wisconsin
$255K – – –
BJL
1205
Brighton Jones LLC
Washington
$254K -$11.1K -87 -4%
PWPS
1206
Pinnacle Wealth Planning Services
Ohio
$254K +$69.2K +545 +37%
BCM
1207
Bienville Capital Management
New York
$253K -$154K -1,216 -38%
BCM
1208
Breiter Capital Management
Florida
$253K -$41.7K -328 -14%
CCG
1209
Ceeto Capital Group
Florida
$253K – – –
TWM
1210
Tolleson Wealth Management
Texas
$253K – – –
TCPWM
1211
Traverso Chambers Private Wealth Management
California
$253K – – –
WKWM
1212
Walter & Keenan Wealth Management
Indiana
$253K – – –
NAS
1213
Nicolet Advisory Services
Wisconsin
$253K +$44.3K +349 +21%
LA
1214
LVW Advisors
New York
$253K +$56.4K +444 +29%
WMA
1215
Wealth Management Associates
New Jersey
$253K +$14.5K +114 +6%
EWM
1216
Empirical Wealth Management
Washington
$250K -$4.57K -36 -2%
FFG
1217
Frisch Financial Group
New York
$250K +$24.3K +191 +11%
PRC
1218
Pearl River Capital
Michigan
$250K +$252K +1,980 New
VAS
1219
Vestmark Advisory Solutions
Massachusetts
$249K -$228K -1,791 -48%
BRA
1220
Bender Robert & Associates
California
$249K – – –
PCIA
1221
Prime Capital Investment Advisors
Kansas
$248K -$2.12M -16,725 -90%
CVM
1222
Cheviot Value Management
California
$248K -$10.8K -85 -4%
HI
1223
Human Investing
Oregon
$246K -$26.7K -210 -10%
CFGS
1224
Concourse Financial Group Securities
Alabama
$245K -$522K -4,110 -68%
BCP
1225
Blue Chip Partners
Michigan
$245K -$3.81K -30 -2%
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