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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
876
Tarbox Family Office
California
$262K +$5.16K +77 +2%
SIA
877
Sit Investment Associates
Minnesota
$260K – – –
WJA
878
Williams Jones & Associates
New York
$259K -$31.3K -466 -12%
CAG
879
Crestwood Advisors Group
Massachusetts
$259K – – –
SFSG
880
Stearns Financial Services Group
North Carolina
$259K +$16.2K +241 +8%
SMH
881
Sanders Morris Harris
Texas
$259K +$236K +3,517 New
BHIA
882
Birch Hill Investment Advisors
Massachusetts
$258K – – –
CD
883
Carl Domino
Florida
$256K -$90.5K -1,349 -29%
BRM
884
Boston Research & Management
Massachusetts
$255K – – –
BHBT
885
Burke & Herbert Bank & Trust
Virginia
$254K +$222K +3,312 New
FNT
886
First National Trust
Pennsylvania
$253K -$84.8K -1,265 -28%
CTA
887
Chesley Taft & Associates
Illinois
$253K -$13.4K -200 -6%
BLAM
888
Bourne Lent Asset Management
New York
$253K – – –
P
889
Pitcairn
Pennsylvania
$252K +$4.7K +70 +2%
TCM
890
Traynor Capital Management
Pennsylvania
$247K +$217K +3,239 New
OCM
891
One Capital Management
California
$242K -$79.4K -1,184 -27%
BWA
892
Burt Wealth Advisors
Maryland
$242K +$10.6K +158 +5%
BRWM
893
B. Riley Wealth Management
Tennessee
$241K -$12.8K -191 -6%
WAM
894
Winslow Asset Management
Ohio
$241K – – –
MCM
895
MV Capital Management
Maryland
$241K +$4.29K +64 +2%
MAM
896
Mastrapasqua Asset Management
Tennessee
$240K +$211K +3,140 New
SIA
897
Starfire Investment Advisers
Michigan
$239K -$8.38K -125 -4%
ZB
898
Zions Bancorporation
Utah
$239K +$16.2K +242 +8%
SIM
899
Sterling Investment Management
Arizona
$238K -$20.1K -299 -9%
AP
900
Atwood & Palmer
Missouri
$238K – – –
34 35
36
37 38