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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
526
Steward Partners Investment Advisory
New York
$2.93M +$985K +6,591 +44%
BP
527
Broadleaf Partners
Ohio
$2.92M +$655K +4,385 +26%
FIM
528
Freedom Investment Management
Connecticut
$2.92M -$930K -6,222 -22%
CCM
529
Coldstream Capital Management
Washington
$2.91M +$13.4K +90 +0.4%
SCM
530
Stonebridge Capital Management
California
$2.86M -$195K -1,308 -6%
NCGI
531
Next Century Growth Investors
Minnesota
$2.85M +$436K +2,918 +16%
FFWA
532
FRG Family Wealth Advisors
Washington
$2.84M +$295K +1,973 +10%
MIM
533
Montgomery Investment Management
Maryland
$2.83M -$11.2K -75 -0.4%
CHC
534
City Holding Co
West Virginia
$2.8M -$58.3K -390 -2%
PWA
535
Providence Wealth Advisors
Illinois
$2.79M -$14K -94 -0.5%
FMC
536
First Merchants Corp
Indiana
$2.77M +$7.62K +51 +0.3%
PA
537
Profund Advisors
Maryland
$2.77M -$1.5M -10,042 -33%
WB
538
Webster Bank
Connecticut
$2.77M +$217K +1,453 +8%
FAAS
539
First Allied Advisory Services
California
$2.74M -$620K -4,150 -17%
MAM
540
Morse Asset Management
Connecticut
$2.74M +$118K +790 +4%
ATIA
541
American Trust Investment Advisors
New Hampshire
$2.74M +$3.01M +20,177 New
IMOV
542
Investment Management of Virginia
Virginia
$2.73M +$59.2K +396 +2%
AWM
543
AE Wealth Management
Kansas
$2.73M +$1,000K +6,691 +50%
MC
544
Moors & Cabot
Massachusetts
$2.71M -$187K -1,252 -6%
CNBT
545
Canandaigua National Bank & Trust
New York
$2.71M +$361K +2,416 +14%
SF
546
Synovus Financial
Georgia
$2.71M +$212K +1,420 +8%
TBA
547
Tower Bridge Advisors
Pennsylvania
$2.69M -$85.9K -575 -3%
LTI
548
Laffer Tengler Investments
Tennessee
$2.68M – – –
LFAS
549
Level Four Advisory Services
Texas
$2.67M +$142K +953 +5%
MYLI
550
Meiji Yasuda Life Insurance
Japan
$2.67M +$432K +2,890 +17%
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