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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1251
Aberdeen Wealth Management
Illinois
$324K -$32K -228 -10%
MCM
1252
Maryland Capital Management
Maryland
$324K -$15.3K -109 -5%
TIM
1253
Total Investment Management
Arizona
$324K -$5.62K -40 -2%
ZF
1254
Zhang Financial
Michigan
$324K – – –
TFA
1255
Toth Financial Advisory
Virginia
$321K -$421 -3 -0.1%
RIM
1256
Rampart Investment Management
Connecticut
$320K -$2.26M -16,053 -88%
CCM
1257
CWH Capital Management
Washington
$319K +$300K +2,136 New
LWCFA
1258
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$318K -$138K -985 -32%
EAM
1259
Evanson Asset Management
California
$318K – – –
LCM
1260
LVM Capital Management
Michigan
$317K – – –
GP
1261
Girard Partners
Pennsylvania
$314K -$54.1K -385 -15%
ACM
1262
Ategra Capital Management
Virginia
$314K +$2.25K +16 +0.8%
IIM
1263
Ironwood Investment Management
Massachusetts
$313K – – –
FI
1264
Fosun International
China
$313K +$298K +2,120 New
GSWM
1265
Golden State Wealth Management
California
$312K -$983 -7 -0.3%
SCA
1266
Stonebridge Capital Advisors
Minnesota
$311K +$42.1K +300 +17%
SRSA
1267
S.R. Schill & Associates
Washington
$311K +$293K +2,088 New
SFO
1268
Stokes Family Office
Louisiana
$310K -$13.8K -98 -5%
BCA
1269
Berman Capital Advisors
Georgia
$310K +$226K +1,609 +335%
CCMD
1270
Cypress Capital Management (Delaware)
Delaware
$309K -$119K -850 -29%
HFG
1271
Heron Financial Group
New York
$309K +$9.55K +68 +4%
DE
1272
Day & Ennis
Georgia
$308K +$281 +2 +0.1%
FIA
1273
Foundations Investment Advisors
Arizona
$307K – – –
ARG
1274
Advisory Resource Group
Oklahoma
$307K +$24.2K +172 +9%
NIA
1275
Northstar Investment Advisors
Colorado
$306K – – –
49 50
51
52 53