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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1251
Acropolis Investment Management
Missouri
$249K +$119 +1 +0.1%
HFG
1252
Heron Financial Group
New York
$249K +$3.44K +29 +2%
RPC
1253
Rossmore Private Capital
Connecticut
$249K +$234K +1,972 New
WMA
1254
Wealth Management Associates
New Jersey
$249K +$1.54K +13 +0.7%
BCWM
1255
Bartlett & Co Wealth Management
Ohio
$248K +$5.93K +50 +3%
CIC
1256
Carnegie Investment Counsel
Ohio
$248K -$142K -1,198 -38%
LC
1257
Landaas & Company
Wisconsin
$248K +$593 +5 +0.3%
BC
1258
Bartlett & Co
Ohio
$248K +$5.93K +50 +3%
SC
1259
Sepio Capital
Utah
$246K -$380K -3,204 -62%
BCA
1260
Bay Colony Advisors
Massachusetts
$245K -$41.6K -351 -15%
AW
1261
ACG Wealth
Georgia
$245K -$18.6K -157 -7%
BWM
1262
Benchmark Wealth Management
Connecticut
$245K +$356 +3 +0.2%
RMA
1263
Roffman Miller Associates
Pennsylvania
$245K +$229K +1,935 New
JSL
1264
JT Stratford LLC
Georgia
$244K +$229K +1,930 New
IAIM
1265
International Assets Investment Management
Florida
$243K -$48.1K -406 -6%
PL
1266
Plancorp LLC
Missouri
$241K +$3.79K +32 +2%
CA
1267
Clearstead Advisors
Ohio
$241K +$82.2K +693 +57%
BCP
1268
Berkeley Capital Partners
Georgia
$240K -$264K -2,225 -54%
JWBC
1269
J.W. Burns & Co
New York
$240K – – –
MA
1270
Montag & Associates
Georgia
$240K – – –
SS
1271
Sunbelt Securities
Texas
$240K – – –
ARG
1272
Advisory Resource Group
Oklahoma
$239K -$1.05M -8,863 -82%
MPIA
1273
Mountain Pacific Investment Advisers
Idaho
$239K +$224K +1,887 New
FA
1274
FCG Advisors
New Jersey
$237K -$19K -160 -8%
CWM
1275
Cornerstone Wealth Management
Missouri
$237K -$11K -93 -5%
49 50
51
52 53