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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
601
Ascent Wealth Partners
New York
$3.78M +$399K +1,835 +13%
HZ
602
Hixon Zuercher
Ohio
$3.77M +$7.84K +36 +0.2%
NSIM
603
North Star Investment Management
Illinois
$3.74M +$4.79K +22 +0.1%
PC
604
Permanens Capital
New York
$3.74M -$440K -2,020 -11%
ISB
605
Iowa State Bank
Iowa
$3.73M +$74K +340 +2%
FMAEN1
606
Fund Management at Engine No 1
California
$3.72M +$2.28M +10,464 +206%
PPW
607
Parcion Private Wealth
Washington
$3.72M -$34.6K -159 -1%
KFP
608
KMG Fiduciary Partners
Ohio
$3.71M +$192K +882 +6%
ECM
609
EagleClaw Capital Management
Massachusetts
$3.71M – – –
RC
610
Roundview Capital
New Jersey
$3.71M +$52.2K +240 +2%
SCP
611
Stamos Capital Partners
California
$3.69M -$4.67M -21,430 -58%
BIC
612
Beach Investment Counsel
Pennsylvania
$3.63M +$2.93M +13,441 +785%
MA
613
Mutual Advisors
Nebraska
$3.63M -$355K -1,633 -10%
EAM
614
Eukles Asset Management
Ohio
$3.63M +$218 +1 +0%
AG
615
Advocate Group
Minnesota
$3.62M -$331K -1,520 -9%
LNWWM
616
Laird Norton Wetherby Wealth Management
California
$3.61M +$249K +1,143 +8%
KC
617
Kinloch Capital
Virginia
$3.61M +$96.9K +445 +3%
IAIM
618
Industrial Alliance Investment Management
Quebec, Canada
$3.61M +$3.28M +15,070 New
KFBMI
619
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.59M – – –
RC
620
RBF Capital
California
$3.59M – – –
CFB
621
Cullen/Frost Bankers
Texas
$3.59M -$20.9K -96 -0.6%
LG
622
Leuthold Group
Minnesota
$3.58M +$3.26M +14,956 New
FCH
623
Freestone Capital Holdings
Washington
$3.57M -$161K -741 -5%
RSWM
624
Robertson Stephens Wealth Management
California
$3.57M +$119K +545 +4%
OAJ
625
Ogorek Anthony Joseph
New York
$3.56M -$16.8K -77 -0.5%
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