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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
526
Caldwell Trust
Florida
$4.62M +$191K +924 +5%
TCM
527
Twin Capital Management
Pennsylvania
$4.62M -$638K -3,080 -13%
BFEC
528
Benjamin F. Edwards & Company
Missouri
$4.59M -$65K -314 -2%
BFG
529
Beacon Financial Group
Texas
$4.59M – – –
SCM
530
Shelton Capital Management
Colorado
$4.58M -$682K -3,292 -14%
BFIM
531
Beese Fulmer Investment Management
Ohio
$4.58M -$115K -556 -3%
KPWS
532
Kestra Private Wealth Services
Texas
$4.58M -$111K -536 -3%
CAG
533
Crestwood Advisors Group
Massachusetts
$4.58M +$18.6K +90 +0.5%
ACM
534
Alpha Capital Management
Texas
$4.56M -$79.1K -382 -2%
CI
535
Cigna Investments
Connecticut
$4.56M +$143K +689 +4%
WB
536
WesBanco Bank
West Virginia
$4.55M +$4.06M +19,632 New
UR
537
USCA RIA
Texas
$4.54M -$334K -1,612 -8%
NG
538
NWK Group
California
$4.53M -$36.2K -175 -0.9%
SAM
539
Sompo Asset Management
Japan
$4.52M -$1.2M -5,820 -23%
MAM
540
Marketfield Asset Management
New York
$4.51M -$146K -707 -4%
RIM
541
Reliant Investment Management
Tennessee
$4.5M +$31.1K +150 +0.8%
SL
542
Summitry LLC
California
$4.49M -$12.6K -61 -0.3%
SC
543
Searle & Co
Connecticut
$4.49M +$5.17K +25 +0.1%
LFAS
544
Level Four Advisory Services
Texas
$4.46M -$330K -1,593 -8%
FFN
545
Focus Financial Network
Minnesota
$4.46M +$2.42M +11,679 +155%
CB
546
Community Bank
New York
$4.44M -$52.8K -255 -1%
PP
547
Palladium Partners
Virginia
$4.43M -$49.9K -241 -1%
MIM
548
Montgomery Investment Management
Maryland
$4.41M -$10.4K -50 -0.3%
BRWA
549
B. Riley Wealth Advisors
Florida
$4.37M +$780K +3,767 +25%
MFG
550
Monte Financial Group
Connecticut
$4.37M -$9.11K -44 -0.2%
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