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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
601
Robertson Stephens Wealth Management
California
$6.36M +$1.36M +3,513 +25%
SL
602
Summitry LLC
California
$6.34M +$195K +502 +3%
EF
603
Empirical Finance
Pennsylvania
$6.34M -$93.9K -242 -1%
AG
604
Advocate Group
Minnesota
$6.33M -$185K -478 -3%
BCCM
605
Bridge Creek Capital Management
Massachusetts
$6.3M -$77.6K -200 -1%
RBC
606
Romano Brothers & Co
Illinois
$6.25M -$280K -722 -4%
ECM
607
EagleClaw Capital Management
Massachusetts
$6.22M +$97K +250 +1%
WJWM
608
Williams Jones Wealth Management
New York
$6.22M -$57.4K -148 -0.9%
GAM
609
Griffin Asset Management
New York
$6.2M +$81.4K +210 +1%
CTA
610
Colonial Trust Advisors
South Carolina
$6.19M -$689K -1,777 -9%
CCB
611
Country Club Bank
Missouri
$6.19M -$9.7K -25 -0.1%
CGIM
612
Capital Group Investment Management
Singapore
$6.18M -$512K -1,320 -7%
FM
613
Foster & Motley
Ohio
$6.15M +$112K +290 +2%
CAM
614
Columbia Asset Management
Michigan
$6.15M -$459K -1,184 -7%
JSC
615
Jackson Square Capital
California
$6.13M +$119K +308 +2%
MIOT
616
Massachusetts Institute of Technology
Massachusetts
$6.06M – – –
AAM
617
Advisors Asset Management
Colorado
$6.06M -$140K -362 -2%
MPI
618
Mairs & Power Inc
Minnesota
$6.06M +$44.6K +115 +0.7%
EA
619
Ellsworth Advisors
Ohio
$6.05M -$363K -937 -5%
CB
620
Community Bank
New York
$6.03M -$77.6K -200 -1%
HCMT
621
Highland Capital Management (Tennessee)
Tennessee
$6.02M -$167K -430 -3%
FLI
622
Family Legacy Inc
South Carolina
$6.02M -$190K -491 -3%
SCA
623
Snowden Capital Advisors
New York
$5.99M -$3.21M -8,278 -33%
SBIA
624
Sheaff Brock Investment Advisors
Indiana
$5.99M +$3.59M +9,262 +128%
MA
625
Montag & Associates
Georgia
$5.96M +$15.1K +39 +0.2%
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