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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFG
2326
Fiduciary Financial Group
California
$305K -$275K -773 -42%
JF
2327
JSF Financial
California
$305K -$9.62K -27 -3%
MF
2328
Manchester Financial
California
$305K -$1.07K -3 -0.3%
CWM
2329
Centric Wealth Management
Illinois
$304K -$1.78K -5 -0.5%
ACA
2330
Anchor Capital Advisors
Massachusetts
$304K -$73K -205 -18%
APW
2331
Aventura Private Wealth
Florida
$304K +$2.85K +8 +0.9%
CCC
2332
Compass Capital Corp
Massachusetts
$303K -$542K -1,522 -59%
PAM
2333
PCG Asset Management
New Jersey
$303K +$28.5K +80 +10%
JC
2334
JB Capital
Connecticut
$303K -$1.78K -5 -0.5%
WCM
2335
Wedge Capital Management
North Carolina
$302K +$15K +42 +5%
WAM
2336
Winslow Asset Management
Ohio
$302K -$80.1K -225 -20%
VCAM
2337
Van Cleef Asset Management
Ohio
$302K -$1.78K -5 -0.5%
OFG
2338
Oxford Financial Group
Indiana
$301K -$48.4K -136 -13%
LTI
2339
Laffer Tengler Investments
Tennessee
$301K – – –
SRCM
2340
Signature Resources Capital Management
California
$301K – – –
MSAM
2341
Moloney Securities Asset Management
Missouri
$300K -$162K -454 -33%
XC
2342
XY Capital
Hong Kong
$300K +$111K +313 +52%
JJBC
2343
James J. Burns & Company
New York
$300K – – –
MWM
2344
MinichMacGregor Wealth Management
New York
$300K -$148K -416 -31%
NCM
2345
Novare Capital Management
North Carolina
$300K -$463K -1,300 -59%
AFW
2346
Avantra Family Wealth
Pennsylvania
$298K – – –
FFA
2347
Fragasso Financial Advisors
Pennsylvania
$298K +$2.14K +6 +0.7%
CF
2348
Convergence Financial
Missouri
$298K -$55.9K -157 -15%
CA
2349
Crane Advisory
California
$298K – – –
CPW
2350
Crestmont Private Wealth
Texas
$297K +$28.1K +79 +10%
92 93
94
95 96