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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
576
Gateway Advisory
New Jersey
$4.38M +$70.9K +318 +2%
IGAM
577
iA Global Asset Management
Quebec, Canada
$4.38M +$3.96M +17,780 New
OHWP
578
Oak Harbor Wealth Partners
North Carolina
$4.37M -$2.23K -10 -0.1%
BFIM
579
Beese Fulmer Investment Management
Ohio
$4.37M -$65.8K -295 -2%
DMC
580
Drexel Morgan & Co
Pennsylvania
$4.37M – – –
MGP
581
Metis Global Partners
California
$4.36M -$243K -1,088 -6%
MIM
582
Montgomery Investment Management
Maryland
$4.36M -$33.4K -150 -0.8%
PWP
583
Perfromance Wealth Partners
Illinois
$4.36M +$715K +3,209 +22%
MC
584
Mathes Company
New York
$4.35M +$3.94M +17,668 New
GAM
585
Griffin Asset Management
New York
$4.35M +$71.6K +321 +2%
MPI
586
Mairs & Power Inc
Minnesota
$4.34M -$59.1K -265 -1%
CAG
587
Crestwood Advisors Group
Massachusetts
$4.32M +$2.68K +12 +0.1%
ACM
588
Argyle Capital Management
Pennsylvania
$4.3M -$373K -1,675 -9%
ACM
589
Altrius Capital Management
North Carolina
$4.29M +$23.4K +105 +0.6%
AG
590
AIA Group
Hong Kong
$4.25M +$2.11M +9,486 +122%
WJWM
591
Williams Jones Wealth Management
New York
$4.24M -$25.2K -113 -0.7%
MAM
592
Marketfield Asset Management
New York
$4.23M +$103K +463 +3%
AC
593
Abbrea Capital
California
$4.22M – – –
TCM
594
Twin Capital Management
Pennsylvania
$4.21M -$117K -526 -3%
DIP
595
DT Investment Partners
Pennsylvania
$4.19M -$25.9K -116 -0.8%
MIG
596
McGuire Investment Group
Rhode Island
$4.19M +$900K +4,038 +31%
FMC
597
First Merchants Corp
Indiana
$4.19M – – –
PPW
598
Parcion Private Wealth
Washington
$4.19M +$88.1K +395 +2%
KTM
599
Keeler Thomas Management
Utah
$4.18M +$3.79M +16,997 New
SAM
600
Silvercrest Asset Management
New York
$4.17M +$117K +526 +3%
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