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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
526
Forvis Mazars Wealth Advisors
Missouri
$4.14M -$5.24K -26 -0.1%
TM
527
THRC Management
Texas
$4.13M +$4.03M +20,000 New
SCM
528
Stonebridge Capital Management
California
$4.12M -$242K -1,200 -6%
RG
529
Retirement Group
California
$4.12M +$71.7K +356 +2%
KJWM
530
Kiley Juergens Wealth Management
Washington
$4.12M +$235K +1,168 +6%
BFIM
531
Beese Fulmer Investment Management
Ohio
$4.1M +$86.4K +429 +2%
MC
532
Mathes Company
New York
$4.1M -$47.3K -235 -1%
PSUF
533
People's United Financial
Connecticut
$4.09M -$538K -2,672 -12%
USCWA
534
U.S. Capital Wealth Advisors
Texas
$4.08M +$95.6K +475 +2%
CAG
535
Crestwood Advisors Group
Massachusetts
$4.08M +$4.63K +23 +0.1%
ACM
536
Alpha Capital Management
Texas
$4.08M +$59.2K +294 +2%
ET
537
Equitable Trust
Tennessee
$4.05M +$337K +1,674 +9%
CTA
538
Colonial Trust Advisors
South Carolina
$4.05M -$15.1K -75 -0.4%
ADL
539
Asset Dedication LLC
California
$4.04M +$492K +2,444 +14%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$4.03M +$221K +1,097 +6%
CCM
541
Channing Capital Management
Illinois
$4.01M -$543K -2,698 -12%
AAS
542
Ameritas Advisory Services
Nebraska
$4.01M +$3.9M +19,384 New
SC
543
Searle & Co
Connecticut
$4M – – –
SL
544
Summitry LLC
California
$4M +$32K +159 +0.8%
CLOS
545
Compagnie Lombard Odier SCmA
Switzerland
$3.96M +$725K +3,600 +23%
GPTE
546
Generali Powszechne Towarzystwo Emerytalne
Poland
$3.93M +$3.83M +19,000 New
FCH
547
Freestone Capital Holdings
Washington
$3.92M +$102K +506 +3%
SWM
548
Spire Wealth Management
Virginia
$3.92M -$215K -1,068 -5%
HKIM
549
Hayek Kallen Investment Management
Alabama
$3.89M +$503K +2,500 +15%
SAM
550
Sompo Asset Management
Japan
$3.84M -$80.5K -400 -2%
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