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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
851
Ritholtz Wealth Management
New York
$408K +$386K +3,800 New
HS
852
Huntington Steele
Pennsylvania
$407K – – –
TAM
853
Taurus Asset Management
New York
$405K – – –
TG
854
TLP Group
Illinois
$401K -$641K -6,313 -63%
BHBT
855
Burke & Herbert Bank & Trust
Virginia
$401K -$12.7K -125 -3%
FHC
856
First Heartland Consultants
Missouri
$400K -$31.2K -307 -8%
RI
857
Ridgewood Investments
New Jersey
$399K -$9.35K -92 -2%
FCBT
858
First Citizens Bank & Trust
North Carolina
$391K -$64K -630 -15%
KFA
859
Kelleher Financial Advisors
New York
$391K -$10.1K -99 -3%
ANB
860
Amarillo National Bank
Texas
$389K – – –
MWM
861
Mascoma Wealth Management
New Hampshire
$387K +$20.3K +200 +6%
ZIC
862
ZWJ Investment Counsel
Georgia
$386K -$8.94K -88 -2%
BCM
863
BlueCrest Capital Management
Jersey
$386K +$365K +3,589 New
BDF
864
Balasa Dinverno & Foltz
$385K -$10.8K -106 -3%
SFG
865
Summit Financial Group
West Virginia
$385K +$364K +3,583 New
MBT
866
Montecito Bank & Trust
California
$384K -$2.74K -27 -0.7%
GS
867
GAM Systematic
United Kingdom
$383K +$320K +3,155 +775%
WDA
868
Wendell David Associates
New Hampshire
$382K – – –
ST
869
Sabal Trust
Florida
$377K +$10.9K +107 +3%
SPC
870
Stewart & Patten Company
California
$371K – – –
RCAG
871
Rehmann Capital Advisory Group
Michigan
$370K -$408K -4,013 -54%
IC
872
InterOcean Capital
Illinois
$370K -$203K -2,000 -37%
SIA
873
Sit Investment Associates
Minnesota
$370K +$4.67K +46 +1%
CAG
874
Crestwood Advisors Group
Massachusetts
$368K – – –
PAM
875
Premier Asset Management
Illinois
$368K – – –
33 34
35
36 37