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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1151
Cladis Investment Advisory
Montana
$1.94M – – –
HTC
1152
Haverford Trust Company
Pennsylvania
$1.94M -$243K -730 -13%
GIM
1153
Guardian Investment Management
California
$1.94M +$133K +400 +9%
HFA
1154
High Falls Advisors
New York
$1.94M +$4K +12 +0.2%
LRPA
1155
L. Roy Papp & Associates
Arizona
$1.93M – – –
WA
1156
WBH Advisory
Maryland
$1.93M -$16.7K -50 -1%
WOC
1157
West Oak Capital
California
$1.93M +$13.3K +40 +0.8%
RGF
1158
Retirement Guys Formula
Ohio
$1.93M +$97K +291 +6%
DBIA
1159
Dumont & Blake Investment Advisors
New Jersey
$1.92M +$8.33K +25 +0.5%
OWM
1160
Opes Wealth Management
California
$1.92M -$1.67K -5 -0.1%
WIC
1161
Woodmont Investment Counsel
Tennessee
$1.91M +$29.3K +88 +2%
DFA
1162
DHJJ Financial Advisors
Illinois
$1.91M – – –
EWA
1163
Exencial Wealth Advisors
Oklahoma
$1.89M -$98K -294 -6%
PWAM
1164
Pinnacle West Asset Management
Wyoming
$1.89M -$8.33K -25 -0.5%
DAM
1165
Diamant Asset Management
Connecticut
$1.89M – – –
IP
1166
Isthmus Partners
Wisconsin
$1.89M +$1.1M +3,301 +212%
HG
1167
Harbor Group
New Hampshire
$1.89M – – –
P
1168
Pitcairn
Pennsylvania
$1.89M +$103K +309 +7%
CWP
1169
CFM Wealth Partners
Texas
$1.88M – – –
RIG
1170
RiverFront Investment Group
Virginia
$1.88M +$175K +526 +12%
SW
1171
Simplicity Wealth
New Jersey
$1.87M +$60K +180 +4%
BHBT
1172
Burke & Herbert Bank & Trust
Virginia
$1.87M +$137K +411 +9%
GPA
1173
Garrison Point Advisors
California
$1.87M -$58.3K -175 -4%
S
1174
Sunpointe
Missouri
$1.86M +$29K +87 +2%
PCM
1175
Princeton Capital Management
New Jersey
$1.85M -$56.7K -170 -3%
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