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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
1201
Q3 Asset Management
Michigan
$5.23M +$4.32M +4,913 New
VPW
1202
Vaquero Private Wealth
Texas
$5.21M +$4.3M +4,890 New
TWIM
1203
TIAA Wealth Investment Management
New York
$5.2M +$209K +238 +5%
EWM
1204
Elite Wealth Management
Washington
$5.2M +$2.03M +2,310 +90%
PCA
1205
Pallas Capital Advisors
Massachusetts
$5.19M +$19.3K +22 +0.5%
ATWA
1206
Arbor Trust Wealth Advisors
Michigan
$5.19M -$224K -255 -5%
PWP
1207
Precedent Wealth Partners
Texas
$5.19M +$369K +420 +9%
HG
1208
Harbor Group
New Hampshire
$5.18M -$9.66K -11 -0.2%
BG
1209
Bahl & Gaynor
Ohio
$5.17M -$16.7K -19 -0.4%
SLG
1210
Stanley-Laman Group
Pennsylvania
$5.15M – – –
JAG
1211
Journey Advisory Group
Kentucky
$5.15M +$100K +114 +2%
MAMA
1212
Myriad Asset Management Advisors
Florida
$5.15M -$1M -1,142 -19%
PCTC
1213
Perkins Coie Trust Company
Washington
$5.14M -$431K -491 -9%
BFA
1214
Benedict Financial Advisors
Georgia
$5.14M -$90.5K -103 -2%
WBC
1215
Westpac Banking Corp
Australia
$5.11M -$989K -1,126 -19%
PCM
1216
Princeton Capital Management
New Jersey
$5.11M – – –
GIM
1217
Guardian Investment Management
California
$5.11M – – –
HTC
1218
Haverford Trust Company
Pennsylvania
$5.1M +$167K +190 +4%
TSW
1219
Thompson Siegel & Walmsley
Virginia
$5.1M -$822K -936 -16%
C
1220
Certuity
Florida
$5.08M -$124K -141 -3%
MK
1221
MASTERINVEST Kapitalanlage
$5.08M -$418K -476 -9%
RPC
1222
Rossmore Private Capital
Connecticut
$5.07M +$2.63K +3 +0.1%
VR
1223
Vision Retirement
New Jersey
$5.06M +$217K +247 +5%
WA
1224
WBH Advisory
Maryland
$5.05M -$117K -133 -3%
DIM
1225
Delta Investment Management
California
$5.05M +$670K +763 +19%
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