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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
601
Princeton Capital Management
New Jersey
$1.62M – – –
II
602
Inspire Investing
Idaho
$1.6M +$337K +2,656 +26%
CA
603
Cambridge Advisors
Nebraska
$1.6M -$21.5K -169 -1%
EWM
604
Evercore Wealth Management
New York
$1.6M +$120K +941 +8%
LIM
605
Leavell Investment Management
Alabama
$1.59M +$94K +740 +6%
TG
606
TCW Group
California
$1.59M – – –
ECM
607
EagleClaw Capital Management
Massachusetts
$1.59M +$25.4K +200 +2%
VFA
608
Voya Financial Advisors
Connecticut
$1.59M -$292K -2,299 -16%
RC
609
Roundview Capital
New Jersey
$1.59M +$12.1K +95 +0.8%
SWM
610
Segment Wealth Management
Texas
$1.58M +$127 +1 +0%
BOC
611
Barbara Oil Co
Illinois
$1.58M – – –
FFN
612
Focus Financial Network
Minnesota
$1.58M +$503K +3,963 +46%
EAM
613
Eukles Asset Management
Ohio
$1.57M -$8.89K -70 -0.6%
MYLI
614
Meiji Yasuda Life Insurance
Japan
$1.57M +$72.9K +574 +5%
WG
615
Welch Group
Alabama
$1.57M +$33.3K +262 +2%
RJT
616
Raymond James Trust
Florida
$1.55M -$204K -1,609 -12%
RB
617
Rodgers Brothers
Pennsylvania
$1.54M +$569K +4,476 +58%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$1.52M +$50.8K +400 +3%
LRPA
619
L. Roy Papp & Associates
Arizona
$1.51M – – –
EF
620
Empirical Finance
Pennsylvania
$1.51M +$15K +118 +1%
RMC
621
Resources Management Corp
Connecticut
$1.51M +$1.52M +11,975 New
OPA
622
Old Port Advisors
Maine
$1.51M -$8.26K -65 -0.5%
HPC
623
HM Payson & Co
Maine
$1.47M – – –
FPCG
624
Fort Pitt Capital Group
Pennsylvania
$1.46M +$534K +4,200 +57%
MCM
625
Mainstay Capital Management
Michigan
$1.46M +$1.46M +11,523 New
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