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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
626
Hartford Financial Management
Connecticut
$2.02M +$2.63K +19 +0.1%
SL
627
Summitry LLC
California
$2.02M +$52.7K +380 +3%
BA
628
Boston Advisors
Massachusetts
$2M -$320K -2,307 -15%
MCM
629
Murphy Capital Management
New Jersey
$2M – – –
SSG
630
Summit Securities Group
New York
$1.99M +$1.75M +12,600 New
BOC
631
Barbara Oil Co
Illinois
$1.97M – – –
SCA
632
Strategic Capital Advisers
Colorado
$1.94M +$1.71M +12,309 New
RC
633
Roundview Capital
New Jersey
$1.94M +$203K +1,460 +13%
VF
634
Virtu Financial
New York
$1.94M +$1.33M +9,569 +351%
SC
635
Slow Capital
California
$1.94M +$1.7M +12,289 New
MCWS
636
McKinley Carter Wealth Services
West Virginia
$1.93M +$1.36M +9,788 +394%
JIC
637
Johnson Investment Counsel
Ohio
$1.93M -$48.5K -350 -3%
PIA
638
Peachtree Investment Advisors
Georgia
$1.93M +$18.7K +135 +1%
HIC
639
Holderness Investments Company
North Carolina
$1.92M +$135K +970 +9%
CICI
640
Capital Investment Counsel Inc
North Carolina
$1.91M -$58.9K -425 -3%
CRC
641
Curi RMB Capital
Illinois
$1.9M -$89.7K -647 -5%
BFEC
642
Benjamin F. Edwards & Company
Missouri
$1.9M -$170K -1,223 -9%
CA
643
Callahan Advisors
Texas
$1.89M +$88.1K +635 +6%
WHG
644
Westwood Holdings Group
Texas
$1.89M -$17.3K -125 -1%
ECM
645
EagleClaw Capital Management
Massachusetts
$1.88M +$83.2K +600 +5%
VFA
646
Voya Financial Advisors
Connecticut
$1.88M +$37.6K +271 +2%
SCA
647
STALEY CAPITAL ADVISERS
Pennsylvania
$1.86M – – –
REMPR
648
Roof Eidam Maycock Peralta (REMP)
California
$1.86M +$1.63M +11,780 New
CT
649
Coastline Trust
Rhode Island
$1.85M +$52K +375 +3%
JPMIA
650
J.P. Marvel Investment Advisors
Massachusetts
$1.84M – – –
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