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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
601
TruWealth Advisors
Louisiana
$6.11M +$4.95M +15,491 +1,306%
MC
602
Mathes Company
New York
$6.11M -$52.7K -165 -1%
PPW
603
Parcion Private Wealth
Washington
$6.1M -$201K -629 -4%
BFIM
604
Beese Fulmer Investment Management
Ohio
$6.08M -$269K -841 -5%
BIC
605
Beach Investment Counsel
Pennsylvania
$6.07M – – –
WJWM
606
Williams Jones Wealth Management
New York
$6.06M -$9.59K -30 -0.2%
KA
607
Kintegral Advisory
New York
$6.05M -$16.6K -52 -0.3%
IWC
608
Integrated Wealth Concepts
Massachusetts
$6.04M +$561K +1,756 +12%
CSPIA
609
Cary Street Partners Investment Advisory
Virginia
$5.98M -$163K -509 -3%
RC
610
Roundview Capital
New Jersey
$5.98M +$219K +684 +4%
SCP
611
Sandhill Capital Partners
New York
$5.98M -$83.1K -260 -2%
KTM
612
Keeler Thomas Management
Utah
$5.98M -$41.9K -131 -0.8%
FM
613
Foster & Motley
Ohio
$5.98M -$202K -633 -4%
MAM
614
Marketfield Asset Management
New York
$5.97M -$281K -880 -5%
CCM
615
Consolidated Capital Management
California
$5.97M -$174K -543 -3%
SWP
616
Stratos Wealth Partners
Ohio
$5.96M +$402K +1,257 +8%
NMIMC
617
Northwestern Mutual Investment Management Company
Wisconsin
$5.92M +$1.92K +6 +0%
ACM
618
Alpha Capital Management
Texas
$5.91M -$392K -1,225 -7%
ONB
619
Old National Bancorp
Indiana
$5.91M -$1.11M -3,486 -18%
HIC
620
Holderness Investments Company
North Carolina
$5.88M -$25.6K -80 -0.5%
LSAG
621
Lake Street Advisors Group
New Hampshire
$5.87M +$142K +443 +3%
VIM
622
Vinva Investment Management
Australia
$5.86M -$527K -1,650 -9%
LNC
623
Lincoln National Corp
Pennsylvania
$5.85M +$191K +598 +4%
SFI
624
Siemens Fonds Invest
Germany
$5.85M -$208K -650 -4%
TCM
625
Twin Capital Management
Pennsylvania
$5.83M -$212K -664 -4%
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