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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
UCB
901
United Community Bank
South Carolina
$2.11M +$1.36K +5 +0.1%
TIA
902
Trust Investment Advisors
Indiana
$2.11M -$99.3K -366 -5%
VCA
903
Verdence Capital Advisors
Maryland
$2.1M +$87.6K +323 +4%
OAM
904
Occidental Asset Management
California
$2.1M +$560K +2,065 +37%
WBC
905
Westpac Banking Corp
Australia
$2.09M +$118K +434 +6%
TL
906
Tradewinds LLC
North Carolina
$2.09M -$73.2K -270 -3%
EWM
907
Empirical Wealth Management
Washington
$2.09M +$585K +2,158 +39%
SSW
908
Stone Summit Wealth
Florida
$2.08M -$42K -155 -2%
QI
909
Qtron Investments
Massachusetts
$2.08M +$346K +1,276 +20%
EB
910
Exchange Bank
California
$2.08M -$59.4K -219 -3%
JWCA
911
J.W. Cole Advisors
Florida
$2.08M -$26.6K -98 -1%
DWT
912
Dorsey & Whitney Trust
South Dakota
$2.07M -$40.4K -149 -2%
AB
913
Atlas Brown
Kentucky
$2.07M -$5.15K -19 -0.3%
DSN
914
D. Scott Neal
Kentucky
$2.06M – – –
OC
915
Oarsman Capital
Wisconsin
$2.06M +$173K +638 +9%
SIP
916
Stoneridge Investment Partners
Pennsylvania
$2.04M -$1.37M -5,056 -40%
WHG
917
Westwood Holdings Group
Texas
$2.03M -$70.5K -260 -3%
LRPA
918
L. Roy Papp & Associates
Arizona
$2.03M +$128K +470 +7%
CT
919
Cambridge Trust
Massachusetts
$2.03M -$18.2K -67 -0.9%
FWM
920
Focused Wealth Management
New York
$2.02M -$5.15K -19 -0.3%
RWA
921
Ropes Wealth Advisors
Massachusetts
$2.02M -$156K -574 -7%
RWM
922
Ritholtz Wealth Management
New York
$2.02M +$96.8K +357 +5%
VBCG
923
Valley Brook Capital Group
Pennsylvania
$2M +$74.6K +275 +4%
CCP
924
Cunning Capital Partners
North Carolina
$2M +$1.99M +7,320 New
RIM
925
Redwood Investment Management
Arizona
$1.98M +$1.97M +7,269 New
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