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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
1576
626 Financial
Michigan
$644K -$13.2K -51 -2%
TIM
1577
Total Investment Management
Arizona
$643K +$13.2K +51 +2%
MAWCM
1578
Mine & Arao Wealth Creation & Management
California
$642K +$1.3K +5 +0.2%
DS
1579
DRW Securities
Illinois
$641K +$116K +447 +26%
AO
1580
Advisor OS
Illinois
$641K +$218K +842 +64%
NCM
1581
NCM Capital Management
New Jersey
$637K – – –
T
1582
Tidemark
California
$636K +$558K +2,152 New
SC
1583
Scholtz & Company
Connecticut
$636K +$558K +2,150 New
FSC
1584
Full Sail Capital
Oklahoma
$636K -$12.5K -48 -2%
FMLI
1585
Fukoku Mutual Life Insurance
Japan
$632K – – –
WI
1586
WrapManager Inc
California
$632K +$555K +2,138 New
OC
1587
Oakworth Capital
Alabama
$631K +$233K +900 +73%
RMCM
1588
Reynders McVeigh Capital Management
Massachusetts
$631K -$20.2K -78 -4%
PL
1589
Perpetual Ltd
Australia
$631K -$2.49M -9,585 -82%
OW
1590
Olistico Wealth
Oklahoma
$630K +$18.2K +70 +3%
FFC
1591
First Financial Corp
Indiana
$629K -$1.04K -4 -0.2%
SGI
1592
Summit Global Investments
Utah
$629K +$269K +1,038 +95%
SFS
1593
Summit Financial Strategies
Ohio
$629K -$13.5K -52 -2%
MIM
1594
Morningstar Investment Management
Illinois
$628K +$4.41K +17 +0.8%
WFMPM
1595
Woodley Farra Manion Portfolio Management
Indiana
$627K -$9.86K -38 -2%
PP
1596
PDS Planning
Ohio
$625K -$33.2K -128 -6%
AIM
1597
Acropolis Investment Management
Missouri
$625K +$24.1K +93 +5%
PTP
1598
Platform Technology Partners
New York
$625K -$72.9K -281 -13%
BAM
1599
Bosun Asset Management
Illinois
$624K +$41.5K +160 +8%
FCFC
1600
First Commonwealth Financial Corp
Pennsylvania
$624K -$6.23K -24 -1%
62 63
64
65 66