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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1526
SevenOneSeven Capital Management
Pennsylvania
$310K -$23.4K -128 -6%
FWTB
1527
First Western Trust Bank
Colorado
$308K -$154K -843 -31%
RW
1528
REDW Wealth
New Mexico
$308K – – –
WCM
1529
WealthBridge Capital Management
Ohio
$308K – – –
MYIA
1530
Mount Yale Investment Advisors
Colorado
$308K +$3.1K +17 +0.9%
AIA
1531
Alera Investment Advisors
Illinois
$308K +$98.6K +540 +40%
ECM
1532
Elgethun Capital Management
South Dakota
$307K +$183K +1,003 +116%
AT
1533
American Trust
Kentucky
$307K +$341K +1,867 New
EWM
1534
Evermay Wealth Management
Virginia
$306K – – –
MA
1535
MCF Advisors
Kentucky
$306K +$183 +1 +0.1%
EHWM
1536
Eads & Heald Wealth Management
Georgia
$305K -$3.65K -20 -1%
AMM
1537
American Money Management
California
$305K +$31.1K +170 +10%
LWM
1538
Laidlaw Wealth Management
New York
$304K +$32.2K +176 +11%
BCAM
1539
Boston Common Asset Management
Massachusetts
$303K -$548 -3 -0.2%
ACS
1540
Archford Capital Strategies
Illinois
$303K – – –
MCWA
1541
Meadow Creek Wealth Advisors
Georgia
$303K – – –
PG
1542
Patten Group
Tennessee
$303K +$37.8K +207 +14%
PAA
1543
Peregrine Asset Advisers
Oregon
$302K -$12.4K -68 -4%
NPPM
1544
North Point Portfolio Managers
Ohio
$302K – – –
SIA
1545
Soltis Investment Advisors
Utah
$302K +$51.9K +284 +18%
WTFG
1546
Wells Trecaso Financial Group
Ohio
$300K – – –
HGWM
1547
Horst & Graben Wealth Management
Oregon
$299K +$2.01K +11 +0.6%
WKWM
1548
Walter & Keenan Wealth Management
Indiana
$298K -$731 -4 -0.2%
AWG
1549
Altus Wealth Group
Colorado
$298K – – –
SIC
1550
Shoker Investment Counsel
Ohio
$298K +$2.01K +11 +0.6%
60 61
62
63 64