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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1051
NS Partners
United Kingdom
$6.79M +$5.6M +6,377 New
PWS
1052
Precision Wealth Strategies
Missouri
$6.78M +$759K +864 +16%
PTC
1053
Private Trust Company
Ohio
$6.77M +$79.9K +91 +1%
GSB
1054
Greenfield Savings Bank
Massachusetts
$6.76M -$97.5K -111 -2%
RFA
1055
Rollins Financial Advisors
New York
$6.75M +$430K +490 +8%
CA
1056
Cambridge Advisors
Nebraska
$6.75M -$211K -240 -4%
VF
1057
Virtu Financial
New York
$6.74M +$5.56M +6,328 New
MAM
1058
McLaughlin Asset Management
Illinois
$6.72M +$1.78M +2,030 +47%
NW
1059
NewEdge Wealth
Pennsylvania
$6.68M +$524K +597 +11%
SAA
1060
Southeast Asset Advisors
Georgia
$6.68M +$878 +1 +0%
1WM
1061
1900 Wealth Management
Texas
$6.67M +$622K +708 +13%
DCM
1062
Donaldson Capital Management
Indiana
$6.65M +$1.9M +2,166 +53%
CSA
1063
Cottage Street Advisors
Massachusetts
$6.64M -$240K -273 -4%
VRM
1064
Vectors Research Management
New York
$6.64M +$56.2K +64 +1%
WAM
1065
Weatherly Asset Management
California
$6.64M +$228K +260 +4%
VPF
1066
Vantage Point Financial
Illinois
$6.63M +$31.6K +36 +0.6%
BP
1067
BNP Paribas
France
$6.63M -$6.32M -7,191 -53%
AF
1068
Advisornet Financial
Minnesota
$6.62M -$172K -196 -3%
JCFM
1069
JBR Co Financial Management
Oklahoma
$6.61M -$41.3K -47 -0.8%
OMIC
1070
Old Mission Investment Co
Michigan
$6.58M -$983K -1,119 -15%
KJHP
1071
K.J. Harrison & Partners
Ontario, Canada
$6.58M -$1.22M -1,390 -18%
HZ
1072
Hixon Zuercher
Ohio
$6.56M -$2.95M -3,362 -35%
CC
1073
Courier Capital
New York
$6.56M -$170K -193 -3%
TSWM
1074
Triangle Securities Wealth Management
North Carolina
$6.56M -$169K -192 -3%
CIC
1075
Crawford Investment Counsel
Georgia
$6.55M -$24.6K -28 -0.5%
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