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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2326
Liberty Wealth Management
California
$307K +$12.5K +35 +4%
HKIMG
2327
Hutchens & Kramer Investment Management Group
Indiana
$306K -$16K -45 -5%
FFG
2328
Fiduciary Financial Group
California
$305K -$275K -773 -42%
JF
2329
JSF Financial
California
$305K -$9.62K -27 -3%
MF
2330
Manchester Financial
California
$305K -$1.07K -3 -0.3%
CWM
2331
Centric Wealth Management
Illinois
$304K -$1.78K -5 -0.5%
ACA
2332
Anchor Capital Advisors
Massachusetts
$304K -$73K -205 -18%
APW
2333
Aventura Private Wealth
Florida
$304K +$2.85K +8 +0.9%
CCC
2334
Compass Capital Corp
Massachusetts
$303K -$542K -1,522 -59%
PAM
2335
PCG Asset Management
New Jersey
$303K +$28.5K +80 +10%
JC
2336
JB Capital
Connecticut
$303K -$1.78K -5 -0.5%
WCM
2337
Wedge Capital Management
North Carolina
$302K +$15K +42 +5%
WAM
2338
Winslow Asset Management
Ohio
$302K -$80.1K -225 -20%
VCAM
2339
Van Cleef Asset Management
Ohio
$302K -$1.78K -5 -0.5%
OFG
2340
Oxford Financial Group
Indiana
$301K -$48.4K -136 -13%
LTI
2341
Laffer Tengler Investments
Tennessee
$301K – – –
SRCM
2342
Signature Resources Capital Management
California
$301K – – –
MSAM
2343
Moloney Securities Asset Management
Missouri
$300K -$162K -454 -33%
XC
2344
XY Capital
Hong Kong
$300K +$111K +313 +52%
JJBC
2345
James J. Burns & Company
New York
$300K – – –
MWM
2346
MinichMacGregor Wealth Management
New York
$300K -$148K -416 -31%
NCM
2347
Novare Capital Management
North Carolina
$300K -$463K -1,300 -59%
AFW
2348
Avantra Family Wealth
Pennsylvania
$298K – – –
FFA
2349
Fragasso Financial Advisors
Pennsylvania
$298K +$2.14K +6 +0.7%
CF
2350
Convergence Financial
Missouri
$298K -$55.9K -157 -15%
92 93
94
95 96