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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
526
Traynor Capital Management
Pennsylvania
$22.5M +$5.42M +6,165 +41%
MIG
527
McGuire Investment Group
Rhode Island
$22.5M +$9.66K +11 +0.1%
CC
528
Covalis Capital
United Kingdom
$22.3M -$11.6M -13,153 -39%
FPAS
529
Focus Partners Advisor Solutions
Missouri
$22.2M +$5.56M +6,327 +43%
JIR
530
James Investment Research
Ohio
$22.1M -$3.33M -3,786 -15%
ORI
531
Oak Ridge Investments
Illinois
$22.1M +$6.25M +7,116 +52%
FC
532
Fusion Capital
South Carolina
$22.1M -$914K -1,041 -5%
MA
533
Mutual Advisors
Nebraska
$22M +$1.2M +1,362 +7%
RMDI
534
R.M. Davis Inc
Maine
$21.9M +$1.26M +1,431 +7%
HR
535
Howe & Rusling
New York
$21.9M -$26.4K -30 -0.1%
KC
536
Knuff & Co
California
$21.8M -$264K -300 -1%
ALMGDA
537
AG2R La Mondiale Gestion d'Actifs
France
$21.8M +$1.46M +1,659 +9%
SC
538
Searle & Co
Connecticut
$21.7M +$615K +700 +4%
PWP
539
Principle Wealth Partners
Connecticut
$21.7M -$623K -709 -3%
AWA
540
Arkadios Wealth Advisors
Georgia
$21.5M -$2.97M -3,378 -14%
SOS
541
Silver Oak Securities
Tennessee
$21.5M +$1.88M +2,142 +12%
FWCM
542
Ferguson Wellman Capital Management
Oregon
$21.5M +$153K +174 +0.9%
CSP
543
Cary Street Partners
Virginia
$21.5M -$1.09M -1,239 -6%
WF
544
Welch & Forbes
Massachusetts
$21.4M +$972K +1,106 +6%
CFO
545
Callan Family Office
Pennsylvania
$21.4M +$746K +849 +4%
AIA
546
Allied Investment Advisors
Montana
$21.4M -$16.4M -18,653 -48%
CNBTD
547
Citizens National Bank Trust Department
Mississippi
$21.2M -$320K -364 -2%
CWM
548
Calamos Wealth Management
Illinois
$21.1M +$4.89M +5,570 +39%
SL
549
Summitry LLC
California
$21.1M -$465K -529 -3%
RIG
550
RiverFront Investment Group
Virginia
$21M +$7.48M +8,512 +76%
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