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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NIA
1226
Northstar Investment Advisors
Colorado
$244K +$260K +2,050 New
HCA
1227
Heck Capital Advisors
Wisconsin
$244K – – –
MSE
1228
MUFG Securities EMEA
United Kingdom
$243K -$38.1M -299,850 -99%
AIM
1229
Advantage Investment Management
Iowa
$243K -$24.8K -195 -9%
PA
1230
PFG Advisors
Arizona
$243K -$24.6K -194 -9%
WCM
1231
WealthBridge Capital Management
Ohio
$243K +$8.13K +64 +3%
LOAMS
1232
Lombard Odier Asset Management (Switzerland)
Switzerland
$240K – – –
MA
1233
Montag & Associates
Georgia
$240K – – –
FIA
1234
Foundations Investment Advisors
Arizona
$240K +$14.6K +115 +6%
JA
1235
JOYN Advisors
Georgia
$239K +$127 +1 +0.1%
TC
1236
TAP Consulting
Missouri
$239K +$241K +1,893 New
RIG
1237
Renaissance Investment Group
Massachusetts
$237K -$3.73M -29,369 -94%
BBI
1238
Baxter Bros Inc
Connecticut
$237K -$9.53K -75 -4%
CFA
1239
Capstone Financial Advisors
Illinois
$236K -$24.6K -194 -9%
WA
1240
WealthTrust Axiom
Pennsylvania
$236K +$238K +1,873 New
FG
1241
Fiduciary Group
Georgia
$235K -$1.14K -9 -0.5%
UAS
1242
United Asset Strategies
New York
$235K +$25.4K +200 +12%
WPA
1243
Winning Points Advisors
Florida
$232K – – –
WC
1244
Whitnell & Co
Illinois
$232K +$1.52K +12 +0.7%
CFC
1245
Coyle Financial Counsel
Illinois
$231K +$635 +5 +0.3%
GC
1246
Grimes & Company
Massachusetts
$230K +$127 +1 +0.1%
CAW
1247
Cornerstone Advisors (Washington)
Washington
$228K -$21.6K -170 -9%
CGA
1248
Crescent Grove Advisors
Illinois
$227K -$61.6K -485 -21%
FFC
1249
First Financial Corp
Indiana
$227K – – –
SC
1250
Schulhoff & Co
Ohio
$227K – – –
48 49
50
51 52