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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1151
Flaharty Asset Management
Florida
$921K -$105K -500 -11%
CC
1152
Chicago Capital
Illinois
$921K – – –
OMIC
1153
Old Mission Investment Co
Michigan
$921K +$55.6K +265 +7%
FCIM
1154
Fairview Capital Investment Management
California
$916K – – –
HFM
1155
Harvest Fund Management
China
$916K +$522K +2,488 +153%
RT
1156
Rockland Trust
Massachusetts
$915K +$368K +1,756 +75%
IWA
1157
IVC Wealth Advisors
Pennsylvania
$911K +$19.9K +95 +2%
TPWA
1158
TRUE Private Wealth Advisors
Oregon
$909K -$5.66K -27 -0.7%
CNFG
1159
Creegan & Nassoura Financial Group
New Hampshire
$908K – – –
MFA
1160
Mayflower Financial Advisors
Massachusetts
$907K -$18K -86 -2%
VWA
1161
Visionary Wealth Advisors
Illinois
$905K +$46.3K +221 +6%
BIM
1162
Bridges Investment Management
Nebraska
$902K – – –
MJP
1163
Michael J. Puzo
$897K -$94.4K -450 -10%
WT
1164
Washington Trust
Rhode Island
$897K – – –
MF
1165
Montis Financial
Massachusetts
$895K -$2.94K -14 -0.3%
TCM
1166
Telos Capital Management
California
$894K -$16.8K -80 -2%
LS
1167
Livforsakringsbolaget Skandia
Sweden
$894K +$126K +600 +18%
PWPS
1168
Pinnacle Wealth Planning Services
Ohio
$893K +$31.5K +150 +4%
SC
1169
Saybrook Capital
North Carolina
$891K -$62.9K -300 -7%
CIM
1170
CIM Investment Management
Pennsylvania
$891K -$1.05K -5 -0.1%
TF
1171
Tompkins Financial
New York
$888K +$695K +3,314 +491%
WAM
1172
Werlinich Asset Management
Connecticut
$886K – – –
HW
1173
Hancock Whitney
Mississippi
$882K -$71.3K -340 -8%
HVIA
1174
Hudson Valley Investment Advisors
New York
$881K -$10.5K -50 -1%
TCB
1175
Texas Capital Bancshares
Texas
$879K +$91.9K +438 +12%
45 46
47
48 49