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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1376
Pinnacle Wealth Planning Services
Ohio
$200K +$194K +1,468 New
HA
1377
Harfst & Associates
Wyoming
$200K +$194K +1,469 New
APW
1378
Acima Private Wealth
Virginia
$194K – – –
ACM
1379
AUA Capital Management
Pennsylvania
$193K – – –
BFC
1380
Bedel Financial Consulting
Indiana
$191K +$9.12K +69 +5%
DWM
1381
Doyle Wealth Management
Florida
$189K -$26.3K -199 -13%
NSB
1382
Norway Savings Bank
Maine
$185K -$13.2K -100 -7%
JFGIW
1383
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$184K +$46K +348 +35%
SFFS
1384
Stonehage Fleming Financial Services
Jersey
$183K – – –
SIAP
1385
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$183K +$79.5K +602 +81%
VCM
1386
Vigilant Capital Management
Maine
$181K -$26.4K -200 -13%
PB
1387
Pinnacle Bancorp
Nebraska
$180K – – –
SCM
1388
Silvant Capital Management
Georgia
$179K – – –
IFAM
1389
Institutional & Family Asset Management
Colorado
$179K +$1.06K +8 +0.6%
CIA
1390
CSat Investment Advisory
Michigan
$179K +$170K +1,283 +4,277%
M
1391
Mirova
France
$175K – – –
FEG
1392
Financial Enhancement Group
Indiana
$172K -$33.4K -253 -17%
FMT
1393
First Mercantile Trust
Tennessee
$172K +$15.2K +115 +10%
MWM
1394
Meridian Wealth Management
Kentucky
$171K +$165K +1,252 New
FIA
1395
FNY Investment Advisers
New York
$170K +$165K +1,250 New
RA
1396
Rational Advisors
New York
$169K -$69K -522 -30%
WIM
1397
Westside Investment Management
California
$169K +$165K +1,246 New
BDWM
1398
Brewin Dolphin Wealth Management
Ireland
$164K – – –
ARMT
1399
Amica Retiree Medical Trust
Rhode Island
$162K -$196K -1,487 -56%
GEA
1400
Glen Eagle Advisors
New Jersey
$161K -$16.4K -124 -9%
54 55
56
57 58