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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
951
Schechter Investment Advisors
Michigan
$1.16M -$194K -921 -12%
RDIA
952
RE Dickinson Investment Advisors
Iowa
$1.16M -$15.8K -75 -1%
WBCM
953
Wilson & Boucher Capital Management
California
$1.15M -$42.1K -200 -3%
RWM
954
Ritholtz Wealth Management
New York
$1.15M +$133K +630 +11%
HVM
955
Harvest Volatility Management
Connecticut
$1.14M +$109K +515 +9%
DLA
956
Douglas Lane & Associates
New York
$1.14M -$79.9K -379 -6%
CF
957
Centaurus Financial
California
$1.14M -$177K -839 -12%
CCA
958
Checchi Capital Advisers
California
$1.14M -$52.9K -251 -4%
VCA
959
Verdence Capital Advisors
Maryland
$1.13M -$518K -2,457 -28%
SW
960
SVB Wealth
Massachusetts
$1.13M -$35.6K -169 -3%
PFM
961
Parsec Financial Management
North Carolina
$1.13M +$10.5K +50 +0.8%
SSG
962
Summit Securities Group
New York
$1.13M +$948K +4,499 +250%
CC
963
Centiva Capital
New York
$1.13M +$965K +4,578 +267%
RCM
964
RNC Capital Management
California
$1.13M -$23.2K -110 -2%
GSB
965
Greenfield Savings Bank
Massachusetts
$1.12M +$1.32M +6,255 New
FANJ
966
Financial Architects (New Jersey)
New Jersey
$1.12M +$126K +598 +11%
MWM
967
Mattern Wealth Management
Kansas
$1.11M – – –
CIP
968
Convergence Investment Partners
Florida
$1.11M +$119K +567 +10%
FPCP
969
Fort Point Capital Partners
California
$1.1M -$58.4K -277 -4%
ESB
970
Essex Savings Bank
Connecticut
$1.1M -$12K -57 -0.9%
WA
971
WBH Advisory
Maryland
$1.1M -$59.6K -283 -4%
SC
972
Siena Capital
Ohio
$1.1M +$43K +204 +3%
TIA
973
Tiemann Investment Advisors
California
$1.09M -$15.8K -75 -1%
IA
974
Inspire Advisors
Idaho
$1.09M +$76.9K +365 +6%
GL
975
Graypoint LLC
New York
$1.08M -$179K -849 -12%
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