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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
951
Keudell/Morrison Wealth Management
Oregon
$1.01M +$32.5K +178 +3%
GEA
952
Glen Eagle Advisors
New Jersey
$1M -$123K -674 -10%
JIP
953
Jaffetilchin Investment Partners
Florida
$1M -$73.3K -401 -6%
PFM
954
Parsec Financial Management
North Carolina
$1M -$37.1K -203 -3%
FPCP
955
Fort Point Capital Partners
California
$1M -$11.7K -64 -1%
RIA
956
Realta Investment Advisors
Delaware
$1M +$13.7K +75 +1%
DWA
957
Delos Wealth Advisors
Texas
$997K -$606K -3,319 -35%
ANB
958
Amarillo National Bank
Texas
$997K +$8.4K +46 +0.8%
SW
959
SlateStone Wealth
Florida
$996K +$28.3K +155 +3%
GW
960
GW & Wade
Massachusetts
$995K +$46.2K +253 +4%
DJSG
961
D.J. St. Germain
Massachusetts
$992K – – –
BIM
962
Bridges Investment Management
Nebraska
$992K +$365K +2,000 +49%
CCA
963
Cobblestone Capital Advisors
New York
$989K -$201K -1,100 -15%
UBV
964
United Bank (Virginia)
Virginia
$989K +$155K +850 +16%
PWM
965
Palumbo Wealth Management
New York
$980K +$27.8K +152 +3%
FNBSF
966
First National Bank Sioux Falls
South Dakota
$979K – – –
DT
967
Diversified Trust
Tennessee
$977K -$541K -2,962 -33%
IHL
968
Investment House LLC
California
$975K +$221K +1,212 +26%
TA
969
TKG Advisors
Indiana
$972K +$25K +137 +2%
AWA
970
Arkadios Wealth Advisors
Georgia
$970K +$132K +720 +14%
BMC
971
Beaton Management Company
Massachusetts
$969K – – –
CFG
972
Citizens Financial Group
Rhode Island
$968K +$2.01K +11 +0.2%
GL
973
Graypoint LLC
New York
$966K -$31.6K -173 -3%
SIG
974
Stonegate Investment Group
Alabama
$964K +$1.1K +6 +0.1%
BFM
975
Boothbay Fund Management
New York
$963K +$626K +3,427 +140%
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