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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1501
Perigon Wealth Management
California
$285K +$11K +65 +4%
ACA
1502
Affinity Capital Advisors
California
$284K -$5.43K -32 -2%
RFN
1503
RDA Financial Network
Iowa
$284K +$265K +1,561 New
WS
1504
Wela Strategies
Georgia
$283K -$18.8K -111 -7%
GC
1505
Grimes & Company
Massachusetts
$283K – – –
HPWM
1506
Highland Private Wealth Management
Washington
$283K +$1.19K +7 +0.5%
RSVP
1507
Ramsay Stattman Vela & Price
Colorado
$282K – – –
IIC
1508
Integrated Investment Consultants
Michigan
$282K +$170 +1 +0.1%
LBD
1509
Landsberg Bennett & Dubbaneh
Florida
$282K +$2.37K +14 +0.9%
C
1510
Certuity
Florida
$282K +$10.2K +60 +4%
HA
1511
Hamel Associates
New Jersey
$282K +$29.7K +175 +13%
PCMM
1512
Piedmont Capital Management (Montana)
Montana
$282K +$263K +1,552 New
DWM
1513
Doyle Wealth Management
Florida
$281K – – –
WCM
1514
WealthBridge Capital Management
Ohio
$281K – – –
LF
1515
LifeSteps Financial
California
$281K +$10K +59 +4%
PG
1516
Pendal Group
Australia
$280K -$52.4K -309 -17%
AMM
1517
American Money Management
California
$280K -$21.2K -125 -8%
SWMG
1518
Sanchez Wealth Management Group
Florida
$280K +$1.53K +9 +0.6%
PL
1519
Plancorp LLC
Missouri
$280K +$18.3K +108 +8%
TFS
1520
Thoroughbred Financial Services
Tennessee
$279K – – –
SAS
1521
Sanford Advisory Services
Michigan
$278K +$259K +1,527 New
GAM
1522
Gould Asset Management
California
$278K +$259K +1,530 New
KPCM
1523
Kings Point Capital Management
New York
$277K -$31.7K -187 -11%
CHJWM
1524
Carlton Hofferkamp & Jenks Wealth Management
Texas
$277K -$4.24K -25 -2%
SWM
1525
Sugarloaf Wealth Management
Georgia
$277K +$170 +1 +0.1%
59 60
61
62 63