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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VCAM
2051
Van Cleef Asset Management
Ohio
$229K +$207K +930 New
BFW
2052
Brady Family Wealth
Missouri
$229K – – –
EA
2053
Eclectic Associates
California
$228K -$6.02K -27 -3%
CNC
2054
Citizens & Northern Corp
Pennsylvania
$228K – – –
HIA
2055
HTG Investment Advisors
Connecticut
$228K +$11.1K +50 +6%
WCM
2056
WealthBridge Capital Management
Ohio
$227K +$206K +924 New
JEST
2057
JTC Employer Solutions Trustee
Jersey
$226K – – –
AIA
2058
Angeles Investment Advisors
California
$225K +$204K +913 New
PFG
2059
PAX Financial Group
Texas
$224K -$4.24K -19 -2%
ORC
2060
O'Rourke & Company
Massachusetts
$224K +$669 +3 +0.3%
EAM
2061
Empirical Asset Management
Massachusetts
$224K – – –
PI
2062
Pettee Investors
Connecticut
$223K – – –
CJFS
2063
Coulter & Justus Financial Services
Tennessee
$223K – – –
ACA
2064
Anchor Capital Advisors
Massachusetts
$223K -$39K -175 -16%
SB
2065
Sunflower Bank
Texas
$222K -$4.01K -18 -2%
BWP
2066
Balboa Wealth Partners
Arizona
$222K -$105K -470 -34%
BEAM
2067
Baker Ellis Asset Management
Washington
$221K -$5.13K -23 -2%
CCM
2068
Cullen Capital Management
New York
$221K – – –
PWP
2069
Private Wealth Partners
California
$221K – – –
SRC
2070
Shufro Rose & Co
New York
$221K – – –
TAIM
2071
TD Ameritrade Investment Management
Nebraska
$221K -$65.5K -294 -25%
O
2072
Ossiam
France
$220K +$199K +894 New
ACP
2073
Aveo Capital Partners
Colorado
$220K +$199K +893 New
CAC
2074
Certified Advisory Corp
Florida
$219K -$84.7K -380 -30%
KCM
2075
Kornitzer Capital Management
Kansas
$218K – – –
81 82
83
84 85