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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1226
Stock Yards Bank & Trust
Kentucky
$289K -$13K -100 -4%
CAM
1227
Carret Asset Management
New York
$289K – – –
RWP
1228
RWA Wealth Partners
Massachusetts
$288K +$109K +836 +59%
FIM
1229
Frontier Investment Management
Texas
$288K +$295K +2,264 New
BOS
1230
Bingham Osborn & Scarborough
California
$287K -$5.59K -43 -2%
BFPW
1231
BOK Financial Private Wealth
Colorado
$287K +$35.9K +276 +14%
CGA
1232
Crescent Grove Advisors
Illinois
$287K +$68.2K +524 +30%
DAM
1233
Doheny Asset Management
California
$286K -$745K -5,725 -72%
CCM
1234
Covington Capital Management
California
$286K -$13K -100 -4%
BIC
1235
Beach Investment Counsel
Pennsylvania
$286K – – –
SAM
1236
Symphony Asset Management
California
$284K +$291K +2,234 New
AFC
1237
AFT Forsyth & Company
Florida
$280K -$19.3K -148 -6%
PI
1238
Pettee Investors
Connecticut
$280K -$16.3K -125 -5%
WA
1239
Waverly Advisors
Alabama
$278K -$885K -6,799 -76%
CF
1240
Centaurus Financial
California
$276K -$911K -7,000 -78%
CCM
1241
Check Capital Management
California
$276K +$26K +200 +10%
FHC
1242
First Heartland Consultants
Missouri
$275K -$28.6K -220 -9%
AWM
1243
Affinity Wealth Management
Delaware
$275K +$282K +2,164 New
SDJVC
1244
St. Denis J. Villere & Co
Louisiana
$273K – – –
EFS
1245
Econ Financial Services
Pennsylvania
$271K +$278K +2,133 New
NWM
1246
Northwest Wealth Management
Iowa
$270K -$5.99K -46 -2%
IIM
1247
Ironwood Investment Management
Massachusetts
$267K – – –
CVM
1248
Cheviot Value Management
California
$266K -$13.3K -102 -5%
WKWM
1249
Walter & Keenan Wealth Management
Indiana
$266K – – –
SIAG
1250
Signet Investment Advisory Group
Rhode Island
$266K +$273K +2,100 New
48 49
50
51 52