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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1301
Highland Private Wealth Management
Washington
$216K -$1.45M -9,710 -86%
CCM
1302
Compton Capital Management
Rhode Island
$216K – – –
SWMG
1303
Sanchez Wealth Management Group
Florida
$214K -$101K -676 -30%
KA
1304
Kaizen Advisory
Illinois
$212K +$149K +995 +175%
YIA
1305
YHB Investment Advisors
Connecticut
$211K -$12.7K -85 -5%
FG
1306
Fiduciary Group
Georgia
$208K -$7.47K -50 -3%
IIC
1307
Integrated Investment Consultants
Michigan
$208K -$5.68K -38 -2%
BB
1308
Bell Bank
North Dakota
$208K +$229K +1,530 New
SXL
1309
Summit X LLC
Missouri
$207K -$5.38K -36 -2%
WPC
1310
Waters Parkerson & Co
Louisiana
$207K – – –
GIA
1311
Granite Investment Advisors
New Hampshire
$206K -$47.4K -317 -17%
HFA
1312
High Falls Advisors
New York
$205K – – –
EGM
1313
Engineers Gate Manager
New York
$204K -$2.68M -17,905 -92%
AAM
1314
American Asset Management
Florida
$204K – – –
BI
1315
Ballast Inc
Kentucky
$204K – – –
CCM
1316
Chickasaw Capital Management
Tennessee
$204K – – –
MJP
1317
Michael J. Puzo
$204K – – –
MCM
1318
Monarch Capital Management
Indiana
$204K – – –
LJHT
1319
Laurie J. Hall Trustee
$202K – – –
GWM
1320
Greenwich Wealth Management
Connecticut
$201K +$222K +1,484 New
BF
1321
Blankinship & Foster
California
$200K – – –
WCF
1322
West Coast Financial
California
$200K – – –
BCA
1323
Bay Colony Advisors
Massachusetts
$200K +$221K +1,476 New
PFGIA
1324
Patriot Financial Group Insurance Agency
Massachusetts
$197K -$57.2K -383 -21%
CPIG
1325
Chicago Partners Investment Group
Illinois
$195K +$149 +1 +0.1%
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