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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1001
Edgestream Partners
New Jersey
$2.14M -$5.37M -15,492 -71%
CIA
1002
Cascade Investment Advisors
Oregon
$2.14M -$153K -440 -6%
WP
1003
WealthPLAN Partners
Nebraska
$2.13M – – –
RWA
1004
River Wealth Advisors
Pennsylvania
$2.13M +$60K +173 +3%
RWM
1005
Ritholtz Wealth Management
New York
$2.13M -$67.6K -195 -3%
FFA
1006
Farther Finance Advisors
California
$2.13M +$174K +503 +8%
MWM
1007
Massachusetts Wealth Management
Massachusetts
$2.12M -$43.3K -125 -2%
AB
1008
Atlas Brown
Kentucky
$2.12M -$314K -907 -12%
AWA
1009
Arkadios Wealth Advisors
Georgia
$2.12M +$288K +831 +15%
APM
1010
Advanced Portfolio Management
New York
$2.12M – – –
HI
1011
Harbour Investments
Wisconsin
$2.12M -$102K -295 -4%
GLA
1012
Good Life Advisors
Pennsylvania
$2.12M +$20.8K +60 +1%
WBCM
1013
Wilson & Boucher Capital Management
California
$2.1M +$8.67K +25 +0.4%
FWM
1014
Fairhaven Wealth Management
Illinois
$2.1M +$2.18M +6,292 New
EDRH
1015
Edmond de Rothschild Holding
Switzerland
$2.09M -$1.65M -4,745 -43%
TSW
1016
Thompson Siegel & Walmsley
Virginia
$2.09M -$4.16K -12 -0.2%
PCTC
1017
Perkins Coie Trust Company
Washington
$2.09M +$1.83M +5,267 +521%
FIA
1018
Foundations Investment Advisors
Arizona
$2.09M -$437K -1,259 -17%
SF
1019
Slagle Financial
Illinois
$2.09M +$130K +376 +6%
ECU
1020
Eisler Capital (UK)
United Kingdom
$2.09M +$2.17M +6,260 New
PCM
1021
Permanent Capital Management
Illinois
$2.08M +$1.86M +5,369 New
RAM
1022
Ramirez Asset Management
New York
$2.08M -$191K -550 -8%
SF
1023
Symphony Financial
Texas
$2.07M +$1.44M +4,159 +192%
WPC
1024
Wedmont Private Capital
Pennsylvania
$2.07M -$104K -300 -5%
FFM
1025
Forum Financial Management
Illinois
$2.07M +$6.93K +20 +0.3%
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