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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BOS
1626
Bingham Osborn & Scarborough
California
$259K -$48.5K -233 -15%
WPC
1627
Waters Parkerson & Co
Louisiana
$258K – – –
FFG
1628
Frisch Financial Group
New York
$257K -$5.83K -28 -2%
CFC
1629
Coyle Financial Counsel
Illinois
$257K – – –
SFFS
1630
Stonehage Fleming Financial Services
Jersey
$257K – – –
GLLW
1631
Graves Light Lenhart Wealth
Virginia
$257K +$11.7K +56 +4%
WFA
1632
WestHill Financial Advisors
California
$256K +$277K +1,332 New
BFG
1633
Berger Financial Group
Minnesota
$255K – – –
PCG
1634
Private Capital Group
Connecticut
$255K +$208 +1 +0.1%
MMC
1635
Mizuho Markets Cayman
Cayman Islands
$254K -$1.04M -5,016 -79%
RFA
1636
Reilly Financial Advisors
California
$254K +$208 +1 +0.1%
BL
1637
Balentine LLC
Georgia
$254K +$14.6K +70 +6%
JF
1638
JSF Financial
California
$254K +$276K +1,323 New
MCM
1639
Monarch Capital Management
Indiana
$253K – – –
PP
1640
PDS Planning
Ohio
$253K +$46K +221 +20%
PBF
1641
Petix & Botte Financial
California
$252K +$273K +1,312 New
MIP
1642
Marietta Investment Partners
Wisconsin
$250K – – –
NAMP
1643
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$250K – – –
KIG
1644
Kowal Investment Group
Wisconsin
$250K +$3.75K +18 +1%
GCP
1645
GSA Capital Partners
United Kingdom
$249K +$270K +1,297 New
MIS
1646
Morningstar Investment Services
Illinois
$248K -$49.4K -237 -16%
EBA
1647
Eagle Bay Advisors
New York
$248K +$113K +543 +73%
AAS
1648
Annex Advisory Services
Wisconsin
$247K -$124K -595 -32%
FA
1649
FDx Advisors
Illinois
$247K +$73.9K +355 +38%
TA
1650
Tectonic Advisors
Texas
$244K – – –
64 65
66
67 68