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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1176
Washington Trust
Rhode Island
$1.63M +$56.9K +178 +4%
CRIG
1177
Charter Research & Investment Group
Connecticut
$1.63M -$90.5K -283 -6%
MWM
1178
Mittelman Wealth Management
Massachusetts
$1.63M +$1.42M +4,443 New
LA
1179
Legacy Advisors
Pennsylvania
$1.62M -$387K -1,211 -21%
PP
1180
Paloma Partners
Connecticut
$1.62M +$1.41M +4,416 New
TNBTD
1181
Trustmark National Bank Trust Department
Mississippi
$1.62M +$223K +699 +19%
BTWM
1182
Baker Tilly Wealth Management
Wisconsin
$1.61M -$98.8K -309 -7%
BFO
1183
Biltmore Family Office
North Carolina
$1.61M – – –
WDC
1184
Woodward Diversified Capital
California
$1.61M +$58.8K +184 +4%
NQWM
1185
Northwest Quadrant Wealth Management
Oregon
$1.61M +$4.79K +15 +0.3%
SB
1186
Strategic Blueprint
Georgia
$1.61M +$6.07K +19 +0.4%
WCAMG
1187
Woodard & Company Asset Management Group
North Carolina
$1.61M +$90.8K +284 +7%
AIS
1188
AM Investment Strategies
Tennessee
$1.61M – – –
RIA
1189
Realta Investment Advisors
Delaware
$1.6M -$73.2K -229 -5%
VWM
1190
Vivid Wealth Management
Iowa
$1.6M -$44.4K -139 -3%
QPBE
1191
Quintet Private Bank (Europe)
Luxembourg
$1.6M +$978K +3,061 +407%
CFS
1192
CRA Financial Services
New Jersey
$1.6M +$160K +500 +13%
AIC
1193
Argus Investors Counsel
New York
$1.6M -$718K -2,245 -34%
VIG
1194
Vienna Insurance Group
Poland
$1.59M -$90.1K -282 -6%
BHA
1195
Beech Hill Advisors
New York
$1.59M +$32K +100 +2%
IGGA
1196
Iron Gate Global Advisors
Utah
$1.59M +$1.28K +4 +0.1%
RCI
1197
RS Crum Inc
California
$1.58M -$33.6K -105 -2%
TPWA
1198
TRUE Private Wealth Advisors
Oregon
$1.58M -$3.2K -10 -0.2%
SIA
1199
Sit Investment Associates
Minnesota
$1.58M – – –
BAM
1200
Byrne Asset Management
New Jersey
$1.57M -$45.7K -143 -3%
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