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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CGT
1326
Capital Guardian Trust
California
$190K – – –
BFC
1327
Bedel Financial Consulting
Indiana
$185K -$60.5K -405 -23%
DBT
1328
Dubuque Bank & Trust
Iowa
$185K -$44.8K -300 -18%
VCM
1329
Vigilant Capital Management
Maine
$185K – – –
MPWT
1330
MassMutual Private Wealth & Trust
Connecticut
$184K -$22.1K -148 -10%
AF
1331
Allworth Financial
California
$182K -$7.62K -51 -4%
SFFS
1332
Stonehage Fleming Financial Services
Jersey
$182K – – –
CWM
1333
Catamount Wealth Management
Connecticut
$181K – – –
BDWM
1334
Brewin Dolphin Wealth Management
Ireland
$178K – – –
SCM
1335
Silvant Capital Management
Georgia
$178K – – –
IWP
1336
Icon Wealth Partners
Texas
$177K -$33.6K -225 -15%
GC
1337
Grace Capital
Massachusetts
$177K +$194K +1,300 New
RFA
1338
Reilly Financial Advisors
California
$176K -$14.9K -100 -7%
QCG
1339
Quadrant Capital Group
Ohio
$176K -$2.54K -17 -1%
PMFA
1340
Plante Moran Financial Advisors
Michigan
$175K -$91.7K -614 -32%
ANBT
1341
American National Bank & Trust
Texas
$171K – – –
ARMT
1342
Amica Retiree Medical Trust
Rhode Island
$170K – – –
TL
1343
TrueWealth LLC
Georgia
$169K – – –
PG
1344
Patten Group
Tennessee
$169K +$75.2K +503 +68%
CPA
1345
Clear Perspective Advisors
Illinois
$168K -$112K -750 -38%
C
1346
Cerebellum
California
$168K +$185K +1,236 New
ACS
1347
Archford Capital Strategies
Illinois
$166K +$27.2K +182 +17%
IFAM
1348
Institutional & Family Asset Management
Colorado
$164K -$13.3K -89 -7%
CIS
1349
Capital International Sarl
California
$163K – – –
BRC
1350
Bell Rock Capital
Delaware
$160K -$774K -5,178 -82%
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