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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1201
Ballast Advisors
Minnesota
$746K -$88.9K -385 -10%
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$745K -$15.7K -68 -2%
FMB
1203
Field & Main Bank
Kentucky
$745K +$43.9K +190 +6%
TNB
1204
Thomasville National Bank
Georgia
$744K -$30.9K -134 -4%
CRIG
1205
Charter Research & Investment Group
Connecticut
$740K – – –
CWM
1206
Concentric Wealth Management
California
$740K – – –
VCAM
1207
Van Cleef Asset Management
Ohio
$739K – – –
SFS
1208
Summit Financial Strategies
Ohio
$734K +$451K +1,954 +138%
TA
1209
Tiedemann Advisors
New York
$729K +$103K +444 +15%
PWPS
1210
Pinnacle Wealth Planning Services
Ohio
$728K – – –
FIM
1211
Fernwood Investment Management
Massachusetts
$727K -$11.5K -50 -1%
TYCC
1212
Texas Yale Capital Corp
Florida
$726K +$28.9K +125 +4%
GTCM
1213
Gyon Technologies Capital Management
New Jersey
$724K +$34.9K +151 +5%
IIC
1214
Ironwood Investment Counsel
Arizona
$723K +$79.9K +346 +12%
ESCM
1215
Echo Street Capital Management
New York
$720K +$182K +788 +31%
AA
1216
AF Advisors
California
$719K – – –
WA
1217
Wealth Architects
California
$708K -$20.1K -87 -3%
VCM
1218
Virtue Capital Management
Tennessee
$706K +$197K +852 +36%
CGH
1219
CMG Global Holdings
Texas
$704K +$9.24K +40 +1%
GSWM
1220
Golden State Wealth Management
California
$704K +$286K +1,240 +62%
FMN
1221
Financial Management Network
California
$701K -$7.62K -33 -1%
MWM
1222
Mission Wealth Management
California
$699K +$114K +494 +18%
KWMG
1223
King Wealth Management Group
Florida
$698K -$1.85K -8 -0.2%
RFM
1224
Royal Fund Management
Florida
$697K -$152K -660 -17%
WPW
1225
Waldron Private Wealth
Pennsylvania
$696K +$16.4K +71 +2%
47 48
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