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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Massachusetts Wealth Management
Massachusetts
$1.84M +$71.6K +276 +5%
WPW
1002
Watershed Private Wealth
Illinois
$1.84M – – –
CT
1003
Coastline Trust
Rhode Island
$1.84M -$23.3K -90 -1%
SP
1004
Symmetry Partners
Connecticut
$1.84M -$211K -815 -12%
OPCM
1005
Osborne Partners Capital Management
California
$1.83M -$38.9K -150 -2%
GLA
1006
Good Life Advisors
Pennsylvania
$1.82M +$61.7K +238 +4%
CCA
1007
Checchi Capital Advisers
California
$1.81M +$44.6K +172 +3%
MWM
1008
Modern Wealth Management
Kansas
$1.81M +$1.59M +6,122 New
IP
1009
Intellectus Partners
California
$1.81M -$63.3K -244 -4%
HTC
1010
Haverford Trust Company
Pennsylvania
$1.81M -$25.9K -100 -2%
BFA
1011
Bragg Financial Advisors
North Carolina
$1.8M -$94.9K -366 -6%
FTWA
1012
Fifth Third Wealth Advisors
Ohio
$1.8M +$126K +486 +9%
CIA
1013
Choate Investment Advisors
Massachusetts
$1.8M +$82K +316 +5%
ESB
1014
Essex Savings Bank
Connecticut
$1.79M +$72.9K +281 +5%
LA
1015
Lifeworks Advisors
Michigan
$1.78M +$32.9K +127 +2%
NW
1016
Naviter Wealth
Arkansas
$1.78M +$243K +937 +18%
COA
1017
Crown Oak Advisors
California
$1.77M +$1.56M +6,000 New
BA
1018
Bridgewater Associates
Connecticut
$1.77M +$1.56M +5,997 New
SIG
1019
Stonegate Investment Group
Alabama
$1.77M +$1.56K +6 +0.1%
KMWM
1020
Keudell/Morrison Wealth Management
Oregon
$1.77M – – –
PVI
1021
Pine Valley Investments
New Jersey
$1.77M -$223K -861 -13%
FNBSF
1022
First National Bank Sioux Falls
South Dakota
$1.77M – – –
SPG
1023
Strategic Planning Group
Utah
$1.75M +$1.53M +5,910 New
AWA
1024
Arkadios Wealth Advisors
Georgia
$1.74M -$41.5K -160 -3%
WTB
1025
Washington Trust Bank
Washington
$1.74M -$22.8K -88 -1%
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