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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1026
First Foundation Advisors
California
$858K +$18.6K +102 +2%
SIMG
1027
Sonora Investment Management Group
Arizona
$857K – – –
BP
1028
Ballentine Partners
Massachusetts
$850K +$129K +707 +16%
HPC
1029
HM Payson & Co
Maine
$849K -$15.2K -83 -2%
WR
1030
WD Rutherford
Oregon
$848K -$17.4K -95 -2%
SFP
1031
Shepherd Financial Partners
Massachusetts
$843K -$435K -2,383 -32%
HCM
1032
Howland Capital Management
Massachusetts
$841K -$32.3K -177 -3%
ACM
1033
Ariose Capital Management
Hong Kong
$837K +$932K +5,100 New
LTI
1034
Laffer Tengler Investments
Tennessee
$833K +$19.9K +109 +2%
FMAEN1
1035
Fund Management at Engine No 1
California
$833K -$2.75M -15,043 -75%
PFBT
1036
Parkside Financial Bank & Trust
Missouri
$829K -$16.6K -91 -2%
WFA
1037
Wipfli Financial Advisors
Wisconsin
$829K +$923K +5,050 New
GJIC
1038
Gamble Jones Investment Counsel
California
$823K -$27.4K -150 -3%
KJHP
1039
K.J. Harrison & Partners
Ontario, Canada
$820K -$183K -1,000 -17%
EWM
1040
Empirical Wealth Management
Washington
$820K +$221K +1,210 +32%
GLA
1041
Good Life Advisors
Pennsylvania
$816K +$8.4K +46 +0.9%
BAMF
1042
BI Asset Management Fondsmaeglerselskab
Denmark
$813K -$474K -2,593 -34%
WIC
1043
Woodmont Investment Counsel
Tennessee
$812K +$537K +2,939 +146%
DI
1044
Diligent Investors
California
$810K +$348K +1,906 +63%
CA
1045
CoreCap Advisors
Michigan
$804K -$1.2M -6,567 -57%
DA
1046
Duality Advisers
Florida
$803K +$895K +4,897 New
KA
1047
Kovack Advisors
Florida
$801K +$5.85K +32 +0.7%
MME
1048
Meag Munich Ergo
Germany
$795K – – –
WIS
1049
Wright Investors Service
Connecticut
$792K -$1.92M -10,528 -69%
CST
1050
Charles Schwab Trust
Nevada
$792K +$188K +1,027 +27%
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