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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMC
1301
American Research & Management Company
Massachusetts
$233K – – –
BFA
1302
Beaumont Financial Advisors
Massachusetts
$233K +$226K +1,707 New
BPA
1303
Beacon Pointe Advisors
California
$233K +$226K +1,710 New
IGGA
1304
Iron Gate Global Advisors
Utah
$232K -$396K -2,995 -60%
LA
1305
LexAurum Advisors
Kansas
$232K +$10.2K +77 +5%
LC
1306
Lindbrook Capital
California
$231K +$69.1K +523 +45%
JA
1307
JOYN Advisors
Georgia
$230K +$2.11K +16 +0.9%
WA
1308
Waverly Advisors
Alabama
$229K – – –
CIP
1309
Convergence Investment Partners
Florida
$229K +$2.38K +18 +1%
KP
1310
Keel Point
Alabama
$228K – – –
SIC
1311
Shoker Investment Counsel
Ohio
$228K +$1.45K +11 +0.7%
PFGIA
1312
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$35.4K +268 +19%
RW
1313
REDW Wealth
New Mexico
$227K – – –
TBNY
1314
Trustco Bank (New York)
New York
$227K – – –
UAS
1315
United Asset Strategies
New York
$226K -$29.7K -225 -12%
UCMOK
1316
United Capital Management of KS
Kansas
$226K -$6.74K -51 -3%
GLI
1317
Guardian Life Insurance
New York
$226K – – –
NAS
1318
Nicolet Advisory Services
Wisconsin
$226K +$219K +1,656 New
WAM
1319
Weiss Asset Management
Massachusetts
$224K +$21.8K +165 +11%
AAM
1320
American Asset Management
Florida
$223K – – –
EWM
1321
Executive Wealth Management
Michigan
$223K +$107K +806 +97%
FBT
1322
First Bankers Trust
Kentucky
$222K -$51.7K -391 -19%
ACA
1323
Anchor Capital Advisors
Massachusetts
$222K -$6.61K -50 -3%
AC
1324
Addison Capital
Pennsylvania
$222K – – –
BB
1325
Bell Bank
North Dakota
$222K +$12.8K +97 +6%
51 52
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