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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
GAM
351
Generali Asset Management
Italy
$26.7M +$2.02M +3,637 +8%
BHWM
352
Bar Harbor Wealth Management
New Hampshire
$26.6M -$201K -361 -0.8%
SAM
353
Silvercrest Asset Management
New York
$26.3M -$3.44M -6,185 -12%
Robeco Institutional Asset Management
354
Robeco Institutional Asset Management
Netherlands
$26.3M +$12.5M +22,444 +96%
HPG
355
Harvest Portfolios Group
Ontario, Canada
$26.3M -$3.13M -5,631 -11%
IAN
356
Integrated Advisors Network
Texas
$26.2M -$327K -589 -1%
SC
357
Savant Capital
Illinois
$26M -$346K -622 -1%
HWM
358
HB Wealth Management
Georgia
$26M +$452K +814 +2%
AAIM
359
American Assets Investment Management
California
$25.8M
GT
360
Glenmede Trust
Pennsylvania
$25.7M +$24.9M +44,878 New
DC
361
Davenport & Co
Virginia
$25.7M -$624K -1,123 -2%
CLGM
362
Capitolis Liquid Global Markets
New York
$25.6M +$13.7M +24,600 +123%
HC
363
Henshaw Capital
Massachusetts
$25.4M
TA
364
TruWealth Advisors
Louisiana
$25.3M +$29.5K +53 +0.1%
UCFA
365
United Capital Financial Advisors
Texas
$25.3M -$452K -813 -2%
IMCOOI
366
Investment Management Corp of Ontario (IMCO)
Canada
$25.1M +$6.17M +11,093 +34%
FNT
367
First National Trust
Pennsylvania
$24.9M -$160K -288 -0.7%
CIBC Private Wealth Group
368
CIBC Private Wealth Group
Georgia
$24.9M +$611K +1,099 +3%
MFG
369
Merit Financial Group
Georgia
$24.4M +$5.07M +9,131 +27%
Pacer Advisors
370
Pacer Advisors
Pennsylvania
$24.3M +$2.33M +4,188 +11%
BEI
371
Benjamin Edwards Inc
Missouri
$24.3M +$482K +868 +2%
SWM
372
Segment Wealth Management
Texas
$24.2M -$111K -200 -0.5%
IGAM
373
iA Global Asset Management
Quebec, Canada
$24.2M +$8.62M +15,501 +58%
Rafferty Asset Management
374
Rafferty Asset Management
New York
$23.9M -$259K -466 -1%
SCA
375
Stillwater Capital Advisors
Pennsylvania
$23.8M -$127K -228 -0.5%