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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1176
Confluence Wealth Services
Pennsylvania
$1.27M -$2.59K -10 -0.2%
SIA
1177
Sit Investment Associates
Minnesota
$1.27M – – –
CFP
1178
Catalyst Financial Partners
Massachusetts
$1.27M +$16.3K +63 +1%
BL
1179
Balentine LLC
Georgia
$1.27M +$42.3K +163 +4%
WT
1180
Washington Trust
Rhode Island
$1.26M +$207K +797 +23%
DIM
1181
Delta Investment Management
California
$1.26M +$119K +459 +12%
RBFC
1182
Roman Butler Fullerton & Co
Missouri
$1.26M +$21.3K +82 +2%
WAM
1183
Werlinich Asset Management
Connecticut
$1.26M -$3.63K -14 -0.3%
BHA
1184
Beech Hill Advisors
New York
$1.26M -$51.9K -200 -4%
ST
1185
Smithfield Trust
Pennsylvania
$1.25M -$80.4K -310 -7%
PGAM
1186
Princeton Global Asset Management
New Jersey
$1.25M +$13.2K +51 +1%
NL
1187
NWAM LLC
Washington
$1.25M +$563K +2,171 +106%
SC
1188
Solstein Capital
California
$1.25M – – –
WDC
1189
Woodward Diversified Capital
California
$1.24M -$17.6K -68 -2%
BHIA
1190
Birch Hill Investment Advisors
Massachusetts
$1.24M -$1.3K -5 -0.1%
CPA
1191
Cardiff Park Advisors
California
$1.24M +$263K +1,014 +32%
GI
1192
Gradient Investments
Minnesota
$1.24M +$32.7K +126 +3%
NF
1193
Norwood Financial
Pennsylvania
$1.23M +$38.9K +150 +4%
SAA
1194
Southeast Asset Advisors
Georgia
$1.22M -$3.63K -14 -0.3%
EWA
1195
Elevate Wealth Advisory
Georgia
$1.22M +$1.07M +4,134 New
TFA
1196
Transamerica Financial Advisors
Florida
$1.22M -$403K -1,555 -27%
FLPIM
1197
F.L. Putnam Investment Management
Massachusetts
$1.21M -$132K -508 -11%
WCAMG
1198
Woodard & Company Asset Management Group
North Carolina
$1.21M +$1.06M +4,100 New
WR
1199
WD Rutherford
Oregon
$1.21M -$18.2K -70 -2%
MF
1200
Montis Financial
Massachusetts
$1.21M – – –
46 47
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