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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1701
Intrua Financial
Texas
– -$300K -2,134 Closed
GGI
1702
Godsey & Gibb Inc
Virginia
– -$255K -2,015 Closed
LA
1703
LVW Advisors
New York
– -$252K -1,989 Closed
SC
1704
Sepio Capital
Utah
– -$246K -1,941 Closed
RMA
1705
Roffman Miller Associates
Pennsylvania
– -$245K -1,935 Closed
JSL
1706
JT Stratford LLC
Georgia
– -$244K -1,930 Closed
BCP
1707
Berkeley Capital Partners
Georgia
– -$240K -1,896 Closed
WA
1708
WealthTrust Axiom
Pennsylvania
– -$236K -1,873 Closed
CGA
1709
Crescent Grove Advisors
Illinois
– -$232K -1,832 Closed
VCM
1710
Violich Capital Management
California
– -$231K -1,825 Closed
DW
1711
Domani Wealth
Pennsylvania
– -$226K -1,790 Closed
GPFA
1712
Game Plan Financial Advisors
Ohio
– -$220K -1,740 Closed
CPIG
1713
Chicago Partners Investment Group
Illinois
– -$235K -1,681 Closed
BAS
1714
Brown Advisory Securities
Maryland
– -$227K -1,666 Closed
AWCI
1715
Alpine Woods Capital Investors
New York
– -$205K -1,621 Closed
FFS
1716
Founders Financial Securities
Maryland
– -$201K -1,542 Closed
M
1717
Mirova
France
– -$150K -1,182 Closed
BL
1718
Balentine LLC
Georgia
– -$149K -1,178 Closed
WTFG
1719
Wells Trecaso Financial Group
Ohio
– -$130K -1,025 Closed
BSG
1720
Black Swift Group
Colorado
– -$127K -1,000 Closed
RCA
1721
Reitz Capital Advisors
Michigan
– -$114K -900 Closed
BEAM
1722
Baker Ellis Asset Management
Washington
– -$103K -815 Closed
WR
1723
Watson Rebecca
– -$72K -572 Closed
EI
1724
Ellevest Inc
New York
– -$70K -555 Closed
AC
1725
Asio Capital
Kentucky
– -$54K -425 Closed
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