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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1326
RWA Wealth Partners
Massachusetts
$194K +$23.9K +160 +13%
ACM
1327
AUA Capital Management
Pennsylvania
$193K – – –
CGT
1328
Capital Guardian Trust
California
$190K – – –
BFC
1329
Bedel Financial Consulting
Indiana
$185K -$60.5K -405 -23%
DBT
1330
Dubuque Bank & Trust
Iowa
$185K -$44.8K -300 -18%
VCM
1331
Vigilant Capital Management
Maine
$185K – – –
MPWT
1332
MassMutual Private Wealth & Trust
Connecticut
$184K -$22.1K -148 -10%
AF
1333
Allworth Financial
California
$182K -$7.62K -51 -4%
SFFS
1334
Stonehage Fleming Financial Services
Jersey
$182K – – –
CWM
1335
Catamount Wealth Management
Connecticut
$181K – – –
BDWM
1336
Brewin Dolphin Wealth Management
Ireland
$178K – – –
SCM
1337
Silvant Capital Management
Georgia
$178K – – –
IWP
1338
Icon Wealth Partners
Texas
$177K -$33.6K -225 -15%
GC
1339
Grace Capital
Massachusetts
$177K +$194K +1,300 New
RFA
1340
Reilly Financial Advisors
California
$176K -$14.9K -100 -7%
QCG
1341
Quadrant Capital Group
Ohio
$176K -$2.54K -17 -1%
PMFA
1342
Plante Moran Financial Advisors
Michigan
$175K -$91.7K -614 -32%
ANBT
1343
American National Bank & Trust
Texas
$171K – – –
ARMT
1344
Amica Retiree Medical Trust
Rhode Island
$170K – – –
TL
1345
TrueWealth LLC
Georgia
$169K – – –
PG
1346
Patten Group
Tennessee
$169K +$75.2K +503 +68%
CPA
1347
Clear Perspective Advisors
Illinois
$168K -$112K -750 -38%
C
1348
Cerebellum
California
$168K +$185K +1,236 New
ACS
1349
Archford Capital Strategies
Illinois
$166K +$27.2K +182 +17%
IFAM
1350
Institutional & Family Asset Management
Colorado
$164K -$13.3K -89 -7%
52 53
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55 56