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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
1151
Bridges Investment Management
Nebraska
$837K – – –
MF
1152
Montis Financial
Massachusetts
$833K +$102K +505 +14%
WT
1153
Washington Trust
Rhode Island
$832K -$631K -3,135 -44%
RM
1154
Resource Management
Louisiana
$830K -$56.8K -282 -7%
BP
1155
Ballentine Partners
Massachusetts
$830K +$76.3K +379 +10%
HVIA
1156
Hudson Valley Investment Advisors
New York
$828K -$25.4K -126 -3%
BA
1157
Birinyi Associates
Connecticut
$827K -$101K -500 -11%
CIM
1158
CIM Investment Management
Pennsylvania
$827K -$14.9K -74 -2%
LTI
1159
Laffer Tengler Investments
Tennessee
$827K +$57.2K +284 +8%
NL
1160
NWAM LLC
Washington
$826K -$131K -649 -14%
IWA
1161
IVC Wealth Advisors
Pennsylvania
$826K -$23.2K -115 -3%
WAM
1162
Werlinich Asset Management
Connecticut
$822K – – –
CST
1163
Charles Schwab Trust
Nevada
$821K -$20.3K -101 -2%
AIM
1164
Aspen Investment Management
Michigan
$818K -$805 -4 -0.1%
GWSG
1165
GPS Wealth Strategies Group
Colorado
$817K +$52.8K +262 +7%
XWM
1166
Xcel Wealth Management
Florida
$813K +$20.3K +101 +3%
AA
1167
ALPS Advisors
Colorado
$812K -$20.1M -99,794 -96%
WC
1168
Woodstock Corp
Massachusetts
$812K -$102K -505 -11%
PWPS
1169
Pinnacle Wealth Planning Services
Ohio
$798K +$84.6K +420 +12%
ANRIA
1170
American National Registered Investment Advisor
Texas
$797K -$403 -2 -0.1%
SFG
1171
SNS Financial Group
Minnesota
$794K -$604 -3 -0.1%
VWA
1172
Visionary Wealth Advisors
Illinois
$794K +$5.44K +27 +0.7%
DG
1173
DMC Group
Alabama
$794K +$754K +3,746 New
FPOC
1174
Financial Planners of Cleveland
Ohio
$793K +$703K +3,491 New
SFA
1175
Souders Financial Advisors
Ohio
$791K +$90.8K +451 +13%
45 46
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48 49