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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHIC
1326
Marble Harbor Investment Counsel
Massachusetts
$611K +$20.1K +100 +4%
CWM
1327
Cornerstone Wealth Management
Missouri
$610K +$81.3K +404 +16%
SGK
1328
Steigerwald Gordon & Koch
Virginia
$607K -$8.05K -40 -1%
IWA
1329
Intercontinental Wealth Advisors
Texas
$607K – – –
LSA
1330
Lion Street Advisors
Texas
$605K -$604 -3 -0.1%
5L
1331
55I LLC
Massachusetts
$605K +$36.6K +182 +7%
WP
1332
Wealthspan Partners
Iowa
$605K +$589K +2,927 New
DI
1333
Diligent Investors
California
$604K +$126K +628 +27%
ECM
1334
Evergreen Capital Management
Washington
$603K +$138K +685 +31%
APG
1335
Abacus Planning Group
South Carolina
$601K +$32.2K +160 +6%
HWA
1336
HCR Wealth Advisors
California
$600K +$10.9K +54 +2%
SHWM
1337
Silicon Hills Wealth Management
Texas
$599K – – –
GWM
1338
Gray Wealth Management
Maine
$595K +$19.5K +97 +3%
CAMG
1339
CWA Asset Management Group
Florida
$594K +$2.82K +14 +0.5%
PG
1340
Pendal Group
Australia
$593K -$1.19M -5,895 -67%
FCB
1341
First Command Bank
Texas
$593K – – –
GIA
1342
Gladstone Institutional Advisory
Florida
$593K +$23.2K +115 +4%
EBWM
1343
Eagle Bluffs Wealth Management
Missouri
$593K +$578K +2,869 New
HIS
1344
Harvest Investment Services
Illinois
$591K -$20.3K -101 -3%
VCM
1345
Virtue Capital Management
Tennessee
$590K -$55.4K -275 -9%
FB
1346
Fulton Bank
Pennsylvania
$589K -$53.6K -266 -9%
OSNBOA
1347
Old Second National Bank of Aurora
Illinois
$588K +$140K +694 +27%
KA
1348
Kozak & Associates
Colorado
$588K +$154K +763 +38%
MCA
1349
Martin Capital Advisors
Texas
$588K +$573K +2,845 New
QCG
1350
Quadrant Capital Group
Ohio
$586K -$22.1K -110 -4%
52 53
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