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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
2276
Piedmont Capital Management (Montana)
Montana
$225K -$12.2K -47 -6%
HCA
2277
Horan Capital Advisors
Ohio
$225K +$197K +760 New
BP
2278
Broadleaf Partners
Ohio
$225K – – –
KC
2279
Kingfisher Capital
North Carolina
$224K – – –
LWM
2280
LongView Wealth Management
Georgia
$224K +$198K +765 New
SPC
2281
Stewart & Patten Company
California
$224K -$20K -77 -9%
PCA
2282
Peddock Capital Advisors
Massachusetts
$223K – – –
HFRG
2283
Houlihan Financial Resource Group
Virginia
$223K +$196K +754 New
SEP
2284
Southland Equity Partners
Missouri
$223K +$196K +754 New
BIM
2285
Barton Investment Management
Pennsylvania
$223K – – –
ST
2286
Sabal Trust
Florida
$222K -$31.1K -120 -14%
QPBE
2287
Quintet Private Bank (Europe)
Luxembourg
$222K – – –
FAFN
2288
First Affirmative Financial Network
Colorado
$222K -$31.1K -120 -14%
MCA
2289
Millennium Capital Advisors
Arkansas
$222K – – –
AIM
2290
Aigen Investment Management
New York
$222K +$195K +750 New
EWA
2291
ERTS Wealth Advisors
Michigan
$222K +$195K +750 New
PP
2292
Pingora Partners
Wyoming
$222K +$195K +750 New
MME
2293
Meag Munich Ergo
Germany
$221K – – –
ACP
2294
Arcus Capital Partners
Georgia
$221K -$349K -1,345 -64%
HWMG
2295
Hurlow Wealth Management Group
Indiana
$221K -$519 -2 -0.3%
FIB
2296
First Interstate Bank
Montana
$221K -$43.6K -168 -18%
HCP
2297
Holt Capital Partners
Texas
$220K +$193K +745 New
LFS
2298
Leibman Financial Services
Nebraska
$220K +$193K +744 New
CBA
2299
Coastal Bridge Advisors
Connecticut
$220K +$193K +743 New
EWM
2300
EPG Wealth Management
Georgia
$218K +$181K +696 New
90 91
92
93 94