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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
801
Asset Dedication LLC
California
$365K -$37.4K -558 -10%
CCA
802
Checchi Capital Advisers
California
$363K -$111K -1,648 -26%
MPI
803
Mairs & Power Inc
Minnesota
$362K -$20.1K -300 -6%
TBA
804
Train Babcock Advisors
New York
$362K -$6.71K -100 -2%
JFA
805
Johanson Financial Advisors
California
$361K -$3.49K -52 -1%
VWA
806
V Wealth Advisors
Kansas
$361K +$315K +4,695 New
AB
807
Atlas Brown
Kentucky
$359K +$28.2K +421 +10%
TWM
808
Torch Wealth Management
Ohio
$358K +$33.7K +502 +12%
AF
809
Affiance Financial
Minnesota
$351K -$11.7K -175 -4%
AB
810
AT Bancorp
Iowa
$345K -$3.22K -48 -1%
BDF
811
Balasa Dinverno & Foltz
$342K -$474K -7,074 -61%
LOAMS
812
Lombard Odier Asset Management (Switzerland)
Switzerland
$342K – – –
WTB
813
Washington Trust Bank
Washington
$342K +$26.4K +394 +10%
FCBT
814
First Citizens Bank & Trust
North Carolina
$342K +$300K +4,466 New
IP
815
Isthmus Partners
Wisconsin
$337K – – –
FA
816
FDx Advisors
Illinois
$336K -$86.6K -1,291 -23%
SBWM
817
Sunflower Bank Wealth Management
Arizona
$334K -$25.2K -375 -8%
GHA
818
GW Henssler & Associates
Georgia
$334K – – –
TAM
819
Taurus Asset Management
New York
$334K – – –
SLG
820
Stanley-Laman Group
Pennsylvania
$328K -$14.9K -222 -5%
MFW
821
Mosaic Family Wealth
Missouri
$327K -$13.4K -200 -4%
WPW
822
Waldron Private Wealth
Pennsylvania
$326K -$72.6K -1,082 -20%
MAM
823
Mizuho Asset Management
Japan
$323K -$213K -3,170 -44%
VKH
824
Virtu KCG Holdings
New York
$322K -$7.24M -107,931 -96%
HTC
825
Haverford Trust Company
Pennsylvania
$321K -$11.7K -175 -4%
31 32
33
34 35