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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GM
1401
GeoWealth Management
Illinois
$1.22M -$107K -309 -9%
GG
1402
Gleason Group
Kentucky
$1.22M -$21.4K -62 -2%
RPC
1403
Rossmore Private Capital
Connecticut
$1.22M -$1.73K -5 -0.2%
WIC
1404
Wilkins Investment Counsel
Massachusetts
$1.22M -$34.5K -100 -3%
LA
1405
Legacy Advisors
Pennsylvania
$1.22M +$141K +407 +15%
WP
1406
WMS Partners
Maryland
$1.21M +$2.42K +7 +0.2%
BMC
1407
Benin Management Corp
Connecticut
$1.21M -$345 -1 -0%
GWM
1408
Gray Wealth Management
Maine
$1.21M – – –
MIC
1409
Means Investment Company
Maine
$1.2M +$28K +81 +3%
CWA
1410
Clarus Wealth Advisors
Arizona
$1.2M +$19K +55 +2%
AIM
1411
Aspen Investment Management
Michigan
$1.2M +$691 +2 +0.1%
CWM
1412
Concentric Wealth Management
California
$1.2M – – –
UCI
1413
Uncommon Cents Investing
Wisconsin
$1.2M +$3.45K +10 +0.3%
EGM
1414
Engineers Gate Manager
New York
$1.2M -$6.7M -19,404 -86%
RL
1415
Rogco LP
Oklahoma
$1.2M -$63.5K -184 -6%
ACGA
1416
Atlanta Consulting Group Advisors
Georgia
$1.19M +$257K +745 +32%
GA
1417
Geller Advisors
New York
$1.19M -$1.04K -3 -0.1%
CAM
1418
Costello Asset Management
Pennsylvania
$1.19M -$14.5K -42 -1%
FFA
1419
Founders Financial Alliance
North Carolina
$1.19M -$87K -252 -8%
BAM
1420
Berkshire Asset Management
Pennsylvania
$1.19M – – –
MFC
1421
Mechanics Financial Corp
Ohio
$1.19M – – –
TPCW
1422
TD Private Client Wealth
New York
$1.17M -$68.7K -199 -6%
SACTSONJ
1423
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.17M – – –
BA
1424
Birinyi Associates
Connecticut
$1.17M – – –
LSA
1425
Lion Street Advisors
Texas
$1.17M -$15.5K -45 -1%
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