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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1151
Chicago Capital
Illinois
$921K – – –
FCIM
1152
Fairview Capital Investment Management
California
$916K – – –
HFM
1153
Harvest Fund Management
China
$916K +$522K +2,488 +153%
RT
1154
Rockland Trust
Massachusetts
$915K +$368K +1,756 +75%
IWA
1155
IVC Wealth Advisors
Pennsylvania
$911K +$19.9K +95 +2%
TPWA
1156
TRUE Private Wealth Advisors
Oregon
$909K -$5.66K -27 -0.7%
CNFG
1157
Creegan & Nassoura Financial Group
New Hampshire
$908K – – –
MFA
1158
Mayflower Financial Advisors
Massachusetts
$907K -$18K -86 -2%
VWA
1159
Visionary Wealth Advisors
Illinois
$905K +$46.3K +221 +6%
BIM
1160
Bridges Investment Management
Nebraska
$902K – – –
MJP
1161
Michael J. Puzo
$897K -$94.4K -450 -10%
WT
1162
Washington Trust
Rhode Island
$897K – – –
MF
1163
Montis Financial
Massachusetts
$895K -$2.94K -14 -0.3%
TCM
1164
Telos Capital Management
California
$894K -$16.8K -80 -2%
LS
1165
Livforsakringsbolaget Skandia
Sweden
$894K +$126K +600 +18%
PWPS
1166
Pinnacle Wealth Planning Services
Ohio
$893K +$31.5K +150 +4%
SC
1167
Saybrook Capital
North Carolina
$891K -$62.9K -300 -7%
CIM
1168
CIM Investment Management
Pennsylvania
$891K -$1.05K -5 -0.1%
TF
1169
Tompkins Financial
New York
$888K +$695K +3,314 +491%
WAM
1170
Werlinich Asset Management
Connecticut
$886K – – –
HW
1171
Hancock Whitney
Mississippi
$882K -$71.3K -340 -8%
HVIA
1172
Hudson Valley Investment Advisors
New York
$881K -$10.5K -50 -1%
TCB
1173
Texas Capital Bancshares
Texas
$879K +$91.9K +438 +12%
HIA
1174
Harbor Investment Advisory
Maryland
$879K +$123K +585 +17%
GI
1175
Gradient Investments
Minnesota
$877K +$35.4K +169 +4%
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