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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1201
Anchor Investment Management
South Carolina
$545K +$55.3K +326 +12%
SWM
1202
SVA Wealth Management
Wisconsin
$544K +$3.56K +21 +0.7%
RMCM
1203
Reynders McVeigh Capital Management
Massachusetts
$544K +$31.9K +188 +7%
NG
1204
Northstar Group
New York
$541K – – –
FFA
1205
Founders Financial Alliance
North Carolina
$539K -$4.41K -26 -0.9%
VCM
1206
Vigilant Capital Management
Maine
$537K +$390K +2,300 +354%
RCAG
1207
Rehmann Capital Advisory Group
Michigan
$534K +$11.7K +69 +2%
THWM
1208
Taylor Hoffman Wealth Management
Virginia
$534K -$6.95K -41 -1%
ABTD
1209
Arvest Bank Trust Division
Oklahoma
$534K +$187K +1,103 +60%
MCM
1210
Manchester Capital Management
Vermont
$533K +$4.58K +27 +0.9%
NB
1211
Nicolet Bankshares
Wisconsin
$531K -$25.4K -150 -5%
DI
1212
Diligent Investors
California
$531K +$170 +1 +0%
JWA
1213
JFS Wealth Advisors
Pennsylvania
$531K +$3.05K +18 +0.6%
VRM
1214
Vectors Research Management
New York
$529K +$420K +2,474 +569%
HC
1215
HNP Capital
New York
$529K +$493K +2,909 New
BJL
1216
Brighton Jones LLC
Washington
$528K +$25.4K +150 +5%
FCB
1217
First Command Bank
Texas
$528K +$30K +177 +6%
FCFS
1218
First Command Financial Services
Texas
$528K +$30K +177 +6%
MLFP
1219
MPS Loria Financial Planners
Illinois
$527K +$8.82K +52 +2%
AIP
1220
Almanack Investment Partners
Pennsylvania
$525K -$265K -1,560 -35%
LA
1221
LexAurum Advisors
Kansas
$523K +$71.1K +419 +17%
FNBSF
1222
First National Bank Sioux Falls
South Dakota
$521K -$16.3K -96 -3%
WCM
1223
Windsor Capital Management
Arizona
$521K -$5.93K -35 -1%
BFM
1224
Boston Financial Management
Massachusetts
$521K – – –
MHIC
1225
Marble Harbor Investment Counsel
Massachusetts
$519K – – –
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