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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPCW
1026
TD Private Client Wealth
New York
$1.58M -$272K -1,002 -15%
BP
1027
Ballentine Partners
Massachusetts
$1.58M +$44.8K +165 +3%
ESB
1028
Essex Savings Bank
Connecticut
$1.58M -$34.5K -127 -2%
IA
1029
IFP Advisors
Florida
$1.57M -$2.45M -9,045 -61%
CIA
1030
Choate Investment Advisors
Massachusetts
$1.57M +$264K +973 +20%
CFG
1031
Citizens Financial Group
Rhode Island
$1.56M -$273K -1,006 -15%
CWP
1032
CFM Wealth Partners
Texas
$1.55M – – –
CWP
1033
Concord Wealth Partners
Virginia
$1.55M +$862K +3,178 +127%
TFA
1034
Transamerica Financial Advisors
Florida
$1.55M -$274K -1,010 -15%
CCA
1035
Cobblestone Capital Advisors
New York
$1.55M – – –
LC
1036
Lindbrook Capital
California
$1.55M +$36.6K +135 +2%
SFG
1037
SevenBridge Financial Group
Pennsylvania
$1.54M +$122K +449 +9%
BMC
1038
Beaton Management Company
Massachusetts
$1.54M -$46.1K -170 -3%
PCM
1039
Princeton Capital Management
New Jersey
$1.54M -$117K -430 -7%
DPIM
1040
Duff & Phelps Investment Management
Illinois
$1.54M -$36.6K -135 -2%
IHL
1041
Investment House LLC
California
$1.54M – – –
GSC
1042
G&S Capital
Colorado
$1.53M -$1.95M -7,192 -56%
FTWA
1043
Fifth Third Wealth Advisors
Ohio
$1.53M +$713K +2,630 +88%
SFP
1044
Shepherd Financial Partners
Massachusetts
$1.53M +$72.4K +267 +5%
PFBT
1045
Parkside Financial Bank & Trust
Missouri
$1.52M +$23.3K +86 +2%
CI
1046
Cigna Investments
Connecticut
$1.51M -$201K -742 -12%
CSA
1047
Cottage Street Advisors
Massachusetts
$1.5M +$86.5K +319 +6%
BCWM
1048
Bartlett & Co Wealth Management
Ohio
$1.5M +$218K +803 +17%
BC
1049
Bartlett & Co
Ohio
$1.5M +$218K +803 +17%
CA
1050
Clearstead Advisors
Ohio
$1.5M +$317K +1,170 +27%
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