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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
851
Atria Investments
North Carolina
$401K +$413K +4,859 New
LW
852
Linscomb Wealth
Texas
$398K +$411K +4,830 New
LNWWM
853
Laird Norton Wetherby Wealth Management
California
$398K +$411K +4,831 New
HFS
854
Haverford Financial Services
Pennsylvania
$396K +$408K +4,801 New
EHC
855
Everett Harris & Co
California
$395K +$408K +4,792 New
BTW
856
Boston Trust Walden
Massachusetts
$388K +$400K +4,708 New
CWA
857
Constellation Wealth Advisors
New York
$383K +$395K +4,644 New
HTC
858
Haverford Trust Company
Pennsylvania
$383K +$395K +4,645 New
EA
859
Emerald Advisers
Pennsylvania
$382K +$393K +4,627 New
FBT
860
First Bankers Trust
Kentucky
$381K +$392K +4,615 New
KB
861
Kimelman & Baird
New York
$375K +$387K +4,547 New
PFPT
862
Pinnacle Financial Partners (Tennessee)
Tennessee
$375K +$387K +4,550 New
FIAS
863
FinTrust Investment Advisory Services
South Carolina
$375K +$387K +4,552 New
RPGK
864
Retirement Planning Group (Kansas)
Kansas
$373K +$384K +4,521 New
CIC
865
Crawford Investment Counsel
Georgia
$367K +$378K +4,450 New
MPI
866
Mairs & Power Inc
Minnesota
$367K +$379K +4,451 New
JIM
867
Jensen Investment Management
Oregon
$365K +$376K +4,420 New
HA
868
Halsey Associates
Connecticut
$365K +$376K +4,427 New
NPF
869
Norris Perne & French
Michigan
$364K +$376K +4,423 New
DHFB
870
Dixon Hubard Feinour & Brown
Virginia
$363K +$374K +4,399 New
TAM
871
Taurus Asset Management
New York
$360K +$371K +4,368 New
AP
872
Advisor Partners
California
$357K +$368K +4,328 New
WRM
873
Westport Resources Management
Connecticut
$355K +$366K +4,298 New
IUAM
874
Itau USA Asset Management
New York
$355K +$366K +4,300 New
MCM
875
Manchester Capital Management
Vermont
$354K +$365K +4,294 New
33 34
35
36 37