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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
1251
Stonebridge Capital Advisors
Minnesota
$256K – – –
FANJ
1252
Financial Architects (New Jersey)
New Jersey
$256K +$97.6K +618 +55%
1WA
1253
180 Wealth Advisors
Washington
$255K – – –
XS
1254
XML Securities
Maryland
$254K -$67.1K -425 -20%
CGA
1255
Crescent Grove Advisors
Illinois
$253K +$18.6K +118 +7%
OWP
1256
Obermeyer Wealth Partners
Colorado
$252K -$15.8K -100 -6%
BHA
1257
Beech Hill Advisors
New York
$251K -$23.7K -150 -8%
AFG
1258
Albion Financial Group
Utah
$251K -$3.16K -20 -1%
STMM
1259
South Texas Money Management
Texas
$251K +$7.89K +50 +3%
DAS
1260
Dynamic Advisor Solutions
Arizona
$251K +$268K +1,698 New
RMCM
1261
Reynders McVeigh Capital Management
Massachusetts
$250K -$128K -813 -32%
FAM
1262
Fenimore Asset Management
New York
$250K – – –
GC
1263
Grimes & Company
Massachusetts
$247K -$18.9K -120 -7%
KP
1264
Keel Point
Alabama
$247K – – –
RW
1265
REDW Wealth
New Mexico
$246K -$11.8K -75 -4%
TCM
1266
Telos Capital Management
California
$245K -$104K -656 -28%
DBT
1267
Dubuque Bank & Trust
Iowa
$245K -$14.8K -94 -5%
TBNY
1268
Trustco Bank (New York)
New York
$245K – – –
SFM
1269
Signature Financial Management
Virginia
$243K -$131K -831 -34%
BFA
1270
Benedict Financial Advisors
Georgia
$242K -$30.6K -194 -11%
BCM
1271
Breiter Capital Management
Florida
$242K +$947 +6 +0.4%
YIA
1272
YHB Investment Advisors
Connecticut
$241K +$29.2K +185 +13%
B
1273
Brightworth
Georgia
$241K +$259K +1,638 New
RIA
1274
Regal Investment Advisors
Michigan
$240K -$33.2K -210 -11%
AC
1275
Addison Capital
Pennsylvania
$240K -$7.89K -50 -3%
49 50
51
52 53