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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
726
Truvestments Capital
Florida
$5.83M -$550K -1,289 -10%
MCCP
727
Mission Creek Capital Partners
California
$5.83M +$2.99K +7 +0.1%
GJWM
728
Gilliland Jeter Wealth Management
Arkansas
$5.82M -$264K -619 -5%
KRSITF
729
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$5.81M -$404K -946 -7%
JCM
730
Jacobi Capital Management
Pennsylvania
$5.78M -$191K -447 -4%
WIS
731
Wright Investors Service
Connecticut
$5.77M -$812K -1,902 -14%
RSWM
732
Robertson Stephens Wealth Management
California
$5.76M -$1.21M -2,841 -19%
LNB
733
Ledyard National Bank
$5.76M -$182K -426 -3%
SC
734
Sapient Capital
Indiana
$5.74M -$854 -2 -0%
NHT
735
New Hampshire Trust
New Hampshire
$5.7M -$6.4K -15 -0.1%
SFS
736
Sowell Financial Services
Arkansas
$5.7M +$40.1K +94 +0.8%
GWMIA
737
Global Wealth Management Investment Advisory
Florida
$5.69M -$226K -530 -4%
TCOV
738
Trust Company of Vermont
Vermont
$5.69M -$32K -75 -0.6%
ACL
739
Applied Capital LLC
Florida
$5.66M -$17.9K -42 -0.4%
S
740
SignatureFD
Georgia
$5.65M +$67.9K +159 +1%
MGIA
741
Moneta Group Investment Advisors
Missouri
$5.65M +$314K +736 +7%
MR
742
Munich Reinsurance
$5.63M +$5.04M +11,795 New
MAM
743
MWA Asset Management
Massachusetts
$5.61M +$23.1K +54 +0.5%
GI
744
GAMMA Investing
California
$5.61M +$448K +1,049 +10%
ELC
745
Edgar Lomax Company
Virginia
$5.61M -$1.46M -3,430 -23%
JPMIA
746
J.P. Marvel Investment Advisors
Massachusetts
$5.6M +$36.7K +86 +0.7%
HT
747
Heritage Trust
Oklahoma
$5.58M -$123K -287 -2%
FCP
748
Fidelis Capital Partners
Florida
$5.58M +$620K +1,452 +14%
SCP
749
Seizert Capital Partners
Michigan
$5.57M – – –
PT
750
Plimoth Trust
Massachusetts
$5.55M -$107K -251 -2%
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