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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1551
RMR Wealth Builders
New Jersey
$364K +$13.9K +60 +4%
WA
1552
WealthTrust Axiom
Pennsylvania
$364K +$115K +500 +43%
CRCM
1553
Corbett Road Capital Management
Virginia
$362K -$62.8K -272 -14%
SFG
1554
Sunburst Financial Group
Alabama
$362K – – –
IIC
1555
Integrated Investment Consultants
Michigan
$360K -$8.78K -38 -2%
WDA
1556
Wendell David Associates
New Hampshire
$360K – – –
FAB
1557
First American Bank
Illinois
$360K +$1.16K +5 +0.3%
SIAG
1558
Signet Investment Advisory Group
Rhode Island
$359K -$69.3K -300 -15%
HA
1559
Hamel Associates
New Jersey
$359K – – –
LWM
1560
Lyell Wealth Management
California
$359K +$25.2K +109 +7%
FFC
1561
First Financial Corp
Indiana
$358K – – –
CPSAC
1562
Chas P. Smith & Associates (CPS)
Florida
$358K +$13.9K +60 +4%
PMAS
1563
PNC Managed Account Solutions
Texas
$355K +$377K +1,631 New
MFW
1564
Meristem Family Wealth
Minnesota
$353K +$374K +1,621 New
MWM
1565
Minot Wealth Management
Massachusetts
$352K +$1.62K +7 +0.4%
HPWM
1566
Highland Private Wealth Management
Washington
$352K +$5.31K +23 +1%
GFS
1567
GYL Financial Synergies
Connecticut
$352K +$46.2K +200 +14%
SMH
1568
Sanders Morris Harris
Texas
$351K +$54.3K +235 +17%
VBFG
1569
Vishria Bird Financial Group
Tennessee
$350K – – –
LNB
1570
Ledyard National Bank
$348K -$39.3K -170 -10%
WRM
1571
Weybosset Research & Management
Rhode Island
$348K -$6.93K -30 -2%
ICM
1572
IMS Capital Management
Oregon
$348K – – –
WMG
1573
WESCAP Management Group
California
$348K – – –
MS
1574
Mizuho Securities
Japan
$348K +$233K +1,011 +172%
LI
1575
Lafayette Investments
Maryland
$348K +$370K +1,600 New
61 62
63
64 65