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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1601
Cable Hill Partners
Oregon
$882K +$152K +440 +24%
GIA
1602
GHP Investment Advisors
Colorado
$879K +$30K +87 +4%
BFWM
1603
Bright Futures Wealth Management
New York
$877K +$42.8K +124 +6%
CCAM
1604
Cascades Capital Asset Management
North Carolina
$877K +$774K +2,242 New
CPSAC
1605
Chas P. Smith & Associates (CPS)
Florida
$877K +$268K +775 +53%
IB
1606
Intrust Bank
Kansas
$876K -$12.8K -37 -2%
UAS
1607
United Asset Strategies
New York
$875K – – –
AWM
1608
Aberdeen Wealth Management
Illinois
$873K -$10.4K -30 -1%
AHC
1609
Adell Harriman & Carpenter
Texas
$872K +$84.6K +245 +12%
OP
1610
ORG Partners
Indiana
$869K -$794K -2,299 -51%
AIM
1611
Acropolis Investment Management
Missouri
$865K +$34.5K +100 +5%
NCM
1612
Novare Capital Management
North Carolina
$864K – – –
LA
1613
Latitude Advisors
Florida
$863K +$24.5K +71 +3%
TSWM
1614
Tyler-Stone Wealth Management
Ohio
$863K +$443K +1,284 +139%
CAM
1615
Close Asset Management
United Kingdom
$861K -$23.5K -68 -3%
FG
1616
Fiduciary Group
Georgia
$859K +$10K +29 +1%
MIP
1617
Marietta Investment Partners
Wisconsin
$859K -$13.8K -40 -2%
HWM
1618
Horizon Wealth Management
Illinois
$858K +$1.04K +3 +0.1%
AA
1619
Addison Advisors
Vermont
$856K +$12.8K +37 +2%
OWP
1620
ORG Wealth Partners
Texas
$856K +$755K +2,187 New
CWM
1621
Cahaba Wealth Management
Georgia
$854K -$4.49K -13 -0.6%
TF
1622
Tudor Financial
Ohio
$854K +$754K +2,184 New
MAWCM
1623
Mine & Arao Wealth Creation & Management
California
$853K +$1.04K +3 +0.1%
D
1624
Diversified
Delaware
$853K +$21.1K +61 +3%
DE
1625
Diversified Enterprises
Delaware
$853K +$753K +2,181 New
63 64
65
66 67