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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
601
HAP Trading
New York
$2.18M +$2.4M +16,076 New
SNT
602
Security National Trust
West Virginia
$2.17M +$34.4K +230 +1%
GJIC
603
Gamble Jones Investment Counsel
California
$2.17M -$188K -1,260 -7%
ACM
604
Alpha Capital Management
Texas
$2.16M +$304K +2,037 +15%
BCM
605
Bayesian Capital Management
New York
$2.16M +$2.38M +15,900 New
NIM
606
Northeast Investment Management
Massachusetts
$2.15M +$7.47K +50 +0.3%
MERSOM
607
Municipal Employees' Retirement System of Michigan
Michigan
$2.15M +$28.4K +190 +1%
PFS
608
Physicians Financial Services
North Carolina
$2.14M -$15.2K -102 -0.6%
WPP
609
Whalerock Point Partners
Rhode Island
$2.11M -$232K -1,550 -9%
IAA
610
Independent Advisor Alliance
North Carolina
$2.1M -$1.55M -10,401 -37%
BWL
611
Bogart Wealth LLC
Virginia
$2.09M +$29.9K +200 +1%
ACM
612
Azimuth Capital Management
Michigan
$2.08M +$250K +1,675 +12%
CC
613
ClearArc Capital
Ohio
$2.07M +$4.48K +30 +0.2%
MA
614
Marshwinds Advisory
Georgia
$2.07M – – –
FNBT
615
FineMark National Bank & Trust
Florida
$2.06M +$968K +6,480 +75%
RC
616
RBF Capital
California
$2.04M – – –
JCM
617
Jafra Capital Management
New York
$2.04M +$2.24M +15,000 New
BC
618
Burney Company
Virginia
$2.03M +$67.5K +452 +3%
VFA
619
Voya Financial Advisors
Connecticut
$1.99M +$126K +840 +6%
SFS
620
Strategic Financial Services
New York
$1.99M -$12.1K -81 -0.5%
SC
621
Searle & Co
Connecticut
$1.98M – – –
RJT
622
Raymond James Trust
Florida
$1.98M +$109K +732 +5%
SLI
623
Sumitomo Life Insurance
Japan
$1.96M +$87K +582 +4%
WSFS
624
Wilmington Savings Fund Society
Delaware
$1.95M +$53.9K +361 +3%
HT
625
Heritage Trust
Oklahoma
$1.94M -$7.17K -48 -0.3%
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