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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
1126
Bartlett & Co Wealth Management
Ohio
$5.92M +$138K +157 +3%
SNB
1127
Security National Bank
Nebraska
$5.91M -$36.9K -42 -0.8%
ACM
1128
Aljian Capital Management
Nevada
$5.87M -$63.3K -72 -1%
FPI
1129
Financial Plan Inc
Washington
$5.87M – – –
GC
1130
Garde Capital
Washington
$5.84M +$17.6K +20 +0.4%
KC
1131
Kinloch Capital
Virginia
$5.83M -$520K -592 -10%
TPCW
1132
TD Private Client Wealth
New York
$5.83M +$538K +612 +13%
PCM
1133
Permanent Capital Management
Illinois
$5.82M -$134K -152 -3%
ST
1134
Smithfield Trust
Pennsylvania
$5.81M -$4.39K -5 -0.1%
CT
1135
Colonial Trust
South Carolina
$5.81M +$754K +858 +19%
CD
1136
Chapin Davis
Maryland
$5.8M -$685K -780 -13%
SWM
1137
Silverlake Wealth Management
Vermont
$5.78M -$47.4K -54 -1%
GWP
1138
Gen-Wealth Partners
Michigan
$5.78M -$168K -191 -3%
MFA
1139
Mayflower Financial Advisors
Massachusetts
$5.77M +$272K +310 +6%
PM
1140
Parametrica Management
Hong Kong
$5.75M -$1.41M -1,600 -23%
AW
1141
Alaethes Wealth
Nevada
$5.74M -$39.5K -45 -0.8%
LRPA
1142
L. Roy Papp & Associates
Arizona
$5.74M +$237K +270 +5%
VIA
1143
Victrix Investment Advisors
Florida
$5.73M -$29.9K -34 -0.6%
CB
1144
CNB Bank
Pennsylvania
$5.73M -$681K -775 -13%
WIC
1145
Woodmont Investment Counsel
Tennessee
$5.72M -$49.2K -56 -1%
NG
1146
Norden Group
Utah
$5.71M -$878 -1 -0%
AWE
1147
Avidian Wealth Enterprises
Texas
$5.7M +$127K +145 +3%
TT
1148
TI-Trust
Illinois
$5.69M – – –
GC
1149
Grimes & Company
Massachusetts
$5.63M +$54.5K +62 +1%
EFG
1150
Everhart Financial Group
Ohio
$5.6M -$45.7K -52 -1%
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