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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
551
Marketfield Asset Management
New York
$3.84M -$64.6K -321 -2%
PFS
552
Physicians Financial Services
North Carolina
$3.81M +$13.5K +67 +0.4%
GLA
553
Great Lakes Advisors
Illinois
$3.81M -$30.8K -153 -0.8%
APP
554
Avantax Planning Partners
Iowa
$3.79M +$110K +546 +3%
SG
555
Stonnington Group
California
$3.79M +$1.89M +9,365 +119%
AWM
556
Aries Wealth Management
Maine
$3.78M – – –
MIM
557
Montgomery Investment Management
Maryland
$3.78M -$50.3K -250 -1%
CBT
558
Central Bank & Trust
Kentucky
$3.76M -$677K -3,361 -16%
BC
559
Burney Company
Virginia
$3.72M -$24.4K -121 -0.7%
SFI
560
Siemens Fonds Invest
Germany
$3.71M +$26.2K +130 +0.7%
CWG
561
Cornerstone Wealth Group
North Carolina
$3.69M +$193K +959 +6%
FMC
562
First Merchants Corp
Indiana
$3.69M +$2.62K +13 +0.1%
FTA
563
Financial & Tax Architects
Missouri
$3.66M +$328K +1,631 +10%
LWM
564
Loveless Wealth Management
Montana
$3.64M +$6.04K +30 +0.2%
HWM
565
HB Wealth Management
Georgia
$3.64M +$3.55M +17,610 New
MA
566
Mutual Advisors
Nebraska
$3.64M +$72.3K +359 +2%
DMC
567
Drexel Morgan & Co
Pennsylvania
$3.62M – – –
TCM
568
Twin Capital Management
Pennsylvania
$3.62M -$167K -830 -5%
BIAS
569
Beacon Investment Advisory Services
New Jersey
$3.59M -$166K -825 -5%
SCM
570
Shelton Capital Management
Colorado
$3.58M – – –
PP
571
Palladium Partners
Virginia
$3.57M -$171K -850 -5%
FFWA
572
FRG Family Wealth Advisors
Washington
$3.57M +$628K +3,117 +22%
EI
573
Ethic Inc
New York
$3.56M +$1.49M +7,415 +75%
EA
574
Ellsworth Advisors
Ohio
$3.54M +$652K +3,237 +23%
FA
575
Faithward Advisors
Pennsylvania
$3.52M -$1.99M -9,877 -37%
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