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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GRP
601
Global Retirement Partners
California
$3.6M +$259K +1,121 +7%
MME
602
Meag Munich Ergo
Germany
$3.59M -$1.19M -5,169 -24%
AC
603
Abbrea Capital
California
$3.58M +$39.3K +170 +1%
SNT
604
Security National Trust
West Virginia
$3.58M -$157K -679 -4%
HKIM
605
Hayek Kallen Investment Management
Alabama
$3.57M -$50.8K -220 -1%
FMBTD
606
First Midwest Bank Trust Division
Illinois
$3.55M -$537K -2,323 -12%
FLI
607
Family Legacy Inc
South Carolina
$3.55M +$74.1K +321 +2%
SFG
608
SageGuard Financial Group
Tennessee
$3.54M +$849K +3,678 +29%
ADL
609
Asset Dedication LLC
California
$3.54M +$979K +4,239 +35%
IC
610
IEQ Capital
California
$3.52M +$492K +2,132 +15%
LIM
611
Leavell Investment Management
Alabama
$3.48M – – –
EP
612
Eudaimonia Partners
Tennessee
$3.48M +$16.6K +72 +0.5%
MMG
613
Monetary Management Group
Missouri
$3.46M +$1.73M +7,490 +89%
TWA
614
TCI Wealth Advisors
Arizona
$3.46M +$5.31K +23 +0.1%
GVAG
615
Great Valley Advisor Group
Delaware
$3.45M +$187K +810 +5%
MCM
616
McMillion Capital Management
North Carolina
$3.44M -$243K -1,053 -6%
WAM
617
World Asset Management
Michigan
$3.42M -$241K -1,045 -6%
GAM
618
Griffin Asset Management
New York
$3.42M +$28.9K +125 +0.8%
CIC
619
Chase Investment Counsel
Virginia
$3.41M -$2.52M -10,893 -41%
SG
620
StoneX Group
New York
$3.38M +$2.86M +12,401 +394%
LPIC
621
LeJeune Puetz Investment Counsel
Michigan
$3.38M -$104K -450 -3%
BBA
622
BLB&B Advisors
Pennsylvania
$3.37M -$16.2K -70 -0.4%
IRF
623
IBM Retirement Fund
New York
$3.37M -$686K -2,972 -16%
WLPWM
624
Walled Lake Planning & Wealth Management
Illinois
$3.36M -$13.4K -58 -0.4%
AAMU
625
AEGON Asset Management (UK)
United Kingdom
$3.34M – – –
23 24
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