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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WT
1326
Washington Trust
Rhode Island
$2.92M +$2.77K +4 +0.1%
WCAMG
1327
Woodard & Company Asset Management Group
North Carolina
$2.92M -$1.09M -1,576 -28%
GC
1328
Gibson Capital
Pennsylvania
$2.92M – – –
HKAM
1329
Horizon Kinetics Asset Management
New York
$2.92M -$346K -500 -11%
FFA
1330
First Foundation Advisors
California
$2.91M +$344K +496 +14%
GWANC
1331
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.91M -$5.54K -8 -0.2%
EW
1332
Evoke Wealth
California
$2.9M +$61K +88 +2%
SCM
1333
SIR Capital Management
New York
$2.9M +$2.84M +4,100 New
PCA
1334
Prosperity Capital Advisors
Ohio
$2.9M -$99.7K -144 -3%
GPA
1335
Garrison Point Advisors
California
$2.9M -$226K -327 -7%
GFP
1336
Gryphon Financial Partners
Ohio
$2.89M +$544K +786 +24%
DCM
1337
Donaldson Capital Management
Indiana
$2.89M -$37.4K -54 -1%
SW
1338
Simplicity Wealth
New Jersey
$2.89M +$181K +261 +7%
ANB
1339
Amarillo National Bank
Texas
$2.89M +$170K +245 +6%
MSWM
1340
McGlone Suttner Wealth Management
Wisconsin
$2.88M -$172K -248 -6%
PA
1341
Promethium Advisors
Maryland
$2.88M -$118K -170 -4%
KMWM
1342
Keudell/Morrison Wealth Management
Oregon
$2.88M -$1.33M -1,918 -32%
DBIA
1343
Dumont & Blake Investment Advisors
New Jersey
$2.87M -$549K -793 -16%
UF
1344
Univest Financial
Pennsylvania
$2.87M -$63K -91 -2%
BHIA
1345
Birch Hill Investment Advisors
Massachusetts
$2.87M – – –
GFG
1346
Goldstone Financial Group
Illinois
$2.86M -$233K -337 -8%
HH
1347
HWG Holdings
Texas
$2.86M +$2.8M +4,043 New
EHWM
1348
Eads & Heald Wealth Management
Georgia
$2.86M -$873K -1,261 -24%
WHG
1349
Westwood Holdings Group
Texas
$2.86M -$898K -1,296 -24%
T
1350
TrustBank
Illinois
$2.85M +$1.05M +1,519 +61%
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