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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1326
Bedel Financial Consulting
Indiana
$201K +$177K +1,275 New
TCM
1327
Texan Capital Management
Texas
$201K +$177K +1,275 New
AAM
1328
Aureus Asset Management
Massachusetts
$201K +$177K +1,277 New
CWM
1329
Circle Wealth Management
New Jersey
$201K +$177K +1,277 New
SIM
1330
SSI Investment Management
California
$200K -$47.4K -342 -21%
TL
1331
TrueWealth LLC
Georgia
$198K +$174K +1,258 New
VCM
1332
Vigilant Capital Management
Maine
$197K +$83.6K +603 +93%
CPA
1333
Clear Perspective Advisors
Illinois
$195K -$13.9K -100 -7%
PMFA
1334
Plante Moran Financial Advisors
Michigan
$195K +$26.6K +192 +18%
CIS
1335
Capital International Sarl
California
$189K – – –
PFGIA
1336
Patriot Financial Group Insurance Agency
Massachusetts
$185K +$112K +810 +259%
ACM
1337
AUA Capital Management
Pennsylvania
$184K – – –
WC
1338
Whitnell & Co
Illinois
$180K +$139 +1 +0.1%
FANJ
1339
Financial Architects (New Jersey)
New Jersey
$176K – – –
RFA
1340
Reilly Financial Advisors
California
$175K – – –
MWM
1341
MinichMacGregor Wealth Management
New York
$175K +$2.5K +18 +2%
VIA
1342
Vantage Investment Advisors
Pennsylvania
$168K – – –
BCP
1343
Blue Chip Partners
Michigan
$163K +$555 +4 +0.4%
CFD
1344
Creative Financial Designs
Indiana
$158K -$803K -5,788 -85%
VSI
1345
Verde Servicos Internacionais
Brazil
$156K +$139K +1,000 New
SSB
1346
Sandy Spring Bank
Maryland
$155K +$52K +375 +62%
LWCFA
1347
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$154K – – –
BEAM
1348
Baker Ellis Asset Management
Washington
$152K – – –
LC
1349
Landaas & Company
Wisconsin
$151K -$74.9K -540 -36%
AWM
1350
Aevitas Wealth Management
Massachusetts
$143K +$126K +908 New
52 53
54
55 56