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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
901
Columbia Trust
Oregon
$1.74M +$138K +572 +8%
QIM
902
Quest Investment Management
Oregon
$1.74M – – –
SWM
903
Silverlake Wealth Management
Vermont
$1.74M +$213K +883 +13%
AB
904
Atlas Brown
Kentucky
$1.73M +$25.1K +104 +1%
UAS
905
United Asset Strategies
New York
$1.73M -$57.1K -236 -3%
DSN
906
D. Scott Neal
Kentucky
$1.73M – – –
CIC
907
Cornercap Investment Counsel
Georgia
$1.72M +$53.2K +220 +3%
DWT
908
Dorsey & Whitney Trust
South Dakota
$1.72M -$100K -415 -5%
WAM
909
Weatherly Asset Management
California
$1.71M -$112K -465 -6%
FWM
910
Focused Wealth Management
New York
$1.71M -$14.5K -60 -0.8%
CFG
911
Citizens Financial Group
Rhode Island
$1.71M +$365K +1,508 +25%
AWM
912
Axxcess Wealth Management
California
$1.7M +$23.2K +96 +1%
NWM
913
NEIRG Wealth Management
Massachusetts
$1.7M -$1.01M -4,190 -36%
RA
914
RFG Advisory
Alabama
$1.69M +$570K +2,356 +47%
TSWM
915
Triangle Securities Wealth Management
North Carolina
$1.69M -$191K -791 -10%
VCA
916
Verdence Capital Advisors
Maryland
$1.68M -$232K -958 -12%
PA
917
Parallel Advisors
California
$1.68M +$90.4K +374 +5%
CCP
918
Cunning Capital Partners
North Carolina
$1.68M – – –
HA
919
Hamel Associates
New Jersey
$1.65M -$14.5K -60 -0.8%
LRPA
920
L. Roy Papp & Associates
Arizona
$1.65M – – –
OIA
921
OneDigital Investment Advisors
Kansas
$1.65M -$674K -2,789 -28%
CSI
922
Cross Staff Investments
New York
$1.64M – – –
ANTB
923
AMG National Trust Bank
Colorado
$1.64M +$243K +1,005 +16%
HCM
924
Hilton Capital Management
New York
$1.62M – – –
OC
925
Oarsman Capital
Wisconsin
$1.62M -$2.9K -12 -0.2%
35 36
37
38 39