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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1326
Sargent Investment Group
Maryland
$562K +$4.14K +20 +0.8%
FMW
1327
Farr Miller & Washington
District of Columbia
$561K -$21.1K -102 -4%
TFA
1328
Toth Financial Advisory
Virginia
$560K +$414 +2 +0.1%
AL
1329
Aspiriant LLC
California
$559K -$3.52K -17 -0.7%
BCWM
1330
Bartlett & Co Wealth Management
Ohio
$558K +$12.4K +60 +3%
BC
1331
Bartlett & Co
Ohio
$558K +$12.4K +60 +3%
PCP
1332
Proficio Capital Partners
Massachusetts
$557K +$170K +822 +52%
CFO
1333
Colony Family Offices
North Carolina
$556K +$497K +2,400 New
VCM
1334
Virtue Capital Management
Tennessee
$554K -$382K -1,844 -44%
BHB
1335
Bank Hapoalim BM
Israel
$554K -$70.4K -340 -12%
BP
1336
Ballentine Partners
Massachusetts
$554K -$66K -319 -12%
PWM
1337
Perigon Wealth Management
California
$554K +$170K +822 +52%
BP
1338
BBR Partners
New York
$550K +$80.5K +389 +20%
AWA
1339
Acorn Wealth Advisors
Michigan
$547K +$207 +1 +0%
HR
1340
Hayden Royal
North Carolina
$546K -$4.35K -21 -0.9%
HIA
1341
Harbor Investment Advisory
Maryland
$545K +$39.3K +190 +9%
VWM
1342
Vigilare Wealth Management
Arizona
$545K +$93K +449 +24%
BST
1343
Bath Savings Trust
Maine
$543K -$11K -53 -2%
RF
1344
Rollins Financial
Georgia
$541K +$483K +2,334 New
GP
1345
Girard Partners
Pennsylvania
$540K +$67.5K +326 +16%
WMP
1346
Wealth Management Partners
Arizona
$539K -$12.4K -60 -2%
MIS
1347
Morningstar Investment Services
Illinois
$538K -$26.3M -127,055 -98%
DIA
1348
Davidson Investment Advisors
Montana
$537K -$31.1K -150 -6%
BW
1349
Bison Wealth
Georgia
$535K +$54K +261 +13%
TVAMP
1350
Tennessee Valley Asset Management Partners
Tennessee
$535K +$85.3K +412 +22%
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