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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$4.23M -$110K -526 -3%
SL
552
Summitry LLC
California
$4.21M -$92.7K -442 -2%
AC
553
Allstate Corporation
Illinois
$4.21M -$5.45M -25,998 -58%
MC
554
Mathes Company
New York
$4.19M -$213K -1,015 -5%
LNC
555
Lincoln National Corp
Pennsylvania
$4.18M +$1.32M +6,282 +50%
AAS
556
Ameritas Advisory Services
Nebraska
$4.18M -$135K -643 -3%
FA
557
Faithward Advisors
Pennsylvania
$4.15M +$331K +1,578 +9%
WBG
558
Wharton Business Group
Pennsylvania
$4.15M +$1.84M +8,775 +89%
MAM
559
Marketfield Asset Management
New York
$4.14M – – –
LWM
560
Lyell Wealth Management
California
$4.11M +$3.52M +16,793 +1,019%
HKIM
561
Hayek Kallen Investment Management
Alabama
$4.1M -$91K -434 -2%
SCP
562
Silverleafe Capital Partners
Tennessee
$4.1M -$2.16M -10,291 -36%
PFS
563
Physicians Financial Services
North Carolina
$4.07M -$36.7K -175 -0.9%
MIAN
564
Mariner Independent Advisor Network
Kansas
$4.07M +$1.08M +5,129 +39%
PSUF
565
People's United Financial
Connecticut
$4.07M -$327K -1,557 -8%
MIM
566
Montgomery Investment Management
Maryland
$4.02M -$46.1K -220 -1%
BOTW
567
Bank of the West
California
$4.02M +$430K +2,052 +13%
APP
568
Avantax Planning Partners
Iowa
$4.02M -$65.6K -313 -2%
MMG
569
Monetary Management Group
Missouri
$3.99M +$210K +1,000 +6%
BC
570
Burney Company
Virginia
$3.98M -$25.6K -122 -0.7%
SFI
571
Siemens Fonds Invest
Germany
$3.98M -$25.4K -121 -0.7%
OHWP
572
Oak Harbor Wealth Partners
North Carolina
$3.97M +$824K +3,931 +28%
FMC
573
First Merchants Corp
Indiana
$3.96M -$10.5K -50 -0.3%
CCM
574
Channing Capital Management
Illinois
$3.96M -$348K -1,660 -9%
GRP
575
Global Retirement Partners
California
$3.95M +$4.03M +19,198 New
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