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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
1001
Concord Asset Management (Virginia)
Virginia
$2.49M +$275K +795 +14%
GEA
1002
Glen Eagle Advisors
New Jersey
$2.48M +$176K +509 +9%
TSW
1003
Thompson Siegel & Walmsley
Virginia
$2.48M +$20.7K +60 +1%
TA
1004
TKG Advisors
Indiana
$2.47M +$956K +2,767 +78%
RWA
1005
River Wealth Advisors
Pennsylvania
$2.47M -$33.8K -98 -2%
WBCM
1006
Wilson & Boucher Capital Management
California
$2.46M -$10.7K -31 -0.5%
IWS
1007
Insight Wealth Strategies
California
$2.44M +$43.2K +125 +2%
GLR
1008
Great Lakes Retirement
Ohio
$2.44M +$238K +690 +12%
ESB
1009
Essex Savings Bank
Connecticut
$2.44M +$64.2K +186 +3%
RAM
1010
Ramirez Asset Management
New York
$2.44M – – –
HTC
1011
Haverford Trust Company
Pennsylvania
$2.43M +$99.8K +289 +5%
NRG
1012
Nemes Rush Group
Michigan
$2.43M -$5.87K -17 -0.3%
SC
1013
Syon Capital
California
$2.43M +$161K +467 +8%
WAM
1014
Weatherly Asset Management
California
$2.42M +$189K +546 +10%
BCM
1015
Bayesian Capital Management
New York
$2.41M +$2.13M +6,159 New
FFM
1016
Forum Financial Management
Illinois
$2.41M -$19.7K -57 -0.9%
OAM
1017
Oak Asset Management
California
$2.4M -$147K -425 -6%
WIM
1018
WealthPlan Investment Management
Nebraska
$2.4M +$1.81M +5,251 +590%
EHWM
1019
Eads & Heald Wealth Management
Georgia
$2.4M +$14.5K +42 +0.7%
MWM
1020
Mattern Wealth Management
Kansas
$2.4M -$7.25K -21 -0.3%
AF
1021
Advisornet Financial
Minnesota
$2.39M +$1.3M +3,755 +159%
CCA
1022
Checchi Capital Advisers
California
$2.39M -$24.5K -71 -1%
BFO
1023
Biltmore Family Office
North Carolina
$2.39M +$30K +87 +1%
LTAS
1024
Linden Thomas Advisory Services
North Carolina
$2.39M +$284K +823 +16%
BCWM
1025
Bartlett & Co Wealth Management
Ohio
$2.38M -$454K -1,314 -18%
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