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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HTC
851
Haverford Trust Company
Pennsylvania
$943K -$29.1K -207 -3%
WAP
852
Wealthcare Advisory Partners
Pennsylvania
$941K -$22.3K -159 -2%
CCMW
853
Cypress Capital Management (Wyoming)
Wyoming
$935K -$21.9K -156 -3%
SCM
854
SOL Capital Management
Maryland
$935K – – –
CL
855
CPWM LLC
Washington
$933K -$74.9K -533 -8%
TSW
856
Thompson Siegel & Walmsley
Virginia
$933K -$66.7K -475 -7%
BHA
857
Beech Hill Advisors
New York
$925K +$70.2K +500 +9%
CFA
858
Cahill Financial Advisors
Minnesota
$924K -$44.1K -314 -5%
CFG
859
Citizens Financial Group
Rhode Island
$918K -$274K -1,948 -24%
VCM
860
Virtue Capital Management
Tennessee
$917K -$445K -3,167 -34%
HWA
861
HCR Wealth Advisors
California
$917K – – –
GTCM
862
Gyon Technologies Capital Management
New Jersey
$912K +$859K +6,114 New
EH
863
Equitable Holdings
New York
$905K -$17.4K -124 -2%
SW
864
SVB Wealth
Massachusetts
$904K +$3.79K +27 +0.4%
MFG
865
MidWestOne Financial Group
Iowa
$898K – – –
MWM
866
Mattern Wealth Management
Kansas
$896K -$3.51K -25 -0.4%
FBC
867
Fairfield, Bush & Co
Connecticut
$895K – – –
CWP
868
CFM Wealth Partners
Texas
$894K -$197K -1,400 -19%
TYCC
869
Texas Yale Capital Corp
Florida
$892K -$25.3K -180 -3%
MCM
870
MV Capital Management
Maryland
$889K +$175K +1,248 +26%
GL
871
Graypoint LLC
New York
$889K +$837K +5,958 New
GC
872
Garde Capital
Washington
$888K – – –
PGAM
873
Princeton Global Asset Management
New Jersey
$887K -$60K -427 -7%
XWM
874
Xcel Wealth Management
Florida
$886K -$121K -858 -13%
SMC
875
Smith, Moore & Co
Missouri
$877K -$147K -1,044 -15%
33 34
35
36 37