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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
601
Covington Investment Advisors
Pennsylvania
$10.1M -$1.59M -2,865 -14%
CPC
602
Consolidated Planning Corp
Georgia
$10.1M -$626K -1,127 -6%
OHWP
603
Oak Harbor Wealth Partners
North Carolina
$10.1M -$35.6K -64 -0.4%
TW
604
Trajan Wealth
Arizona
$10.1M -$431K -775 -4%
FCM
605
Fourpath Capital Management
Oklahoma
$10.1M -$131K -235 -1%
CBOR
606
Community Bank of Raymore
Missouri
$9.99M -$251K -451 -3%
OIA
607
OneDigital Investment Advisors
Kansas
$9.87M -$23.3K -42 -0.2%
AMIM
608
Aull & Monroe Investment Management
Alabama
$9.82M -$414K -745 -4%
IA
609
IFP Advisors
Florida
$9.81M +$815K +1,466 +9%
RMDI
610
R.M. Davis Inc
Maine
$9.79M +$4.07M +7,323 +75%
IA
611
Integrity Alliance
Iowa
$9.77M +$2.37M +4,264 +33%
MOS
612
MGO One Seven
Ohio
$9.74M +$219K +394 +2%
RC
613
Roundview Capital
New Jersey
$9.7M +$348K +627 +4%
EWM
614
Empirical Wealth Management
Washington
$9.62M +$1.36M +2,443 +17%
SYBT
615
Stock Yards Bank & Trust
Kentucky
$9.61M -$497K -894 -5%
MC
616
Moors & Cabot
Massachusetts
$9.52M -$96.7K -174 -1%
BFA
617
Bridgelight Financial Advisors
Connecticut
$9.46M +$9.18M +16,516 New
AI
618
Atria Investments
North Carolina
$9.45M -$1.36M -2,446 -13%
BFIM
619
Beese Fulmer Investment Management
Ohio
$9.44M -$113K -203 -1%
TMAM
620
Tokio Marine Asset Management
Japan
$9.42M +$414K +744 +5%
AG
621
AIA Group
Hong Kong
$9.4M +$6.15M +11,070 +208%
IIM
622
Ipswich Investment Management
Massachusetts
$9.35M -$145K -260 -2%
ACM
623
Aquatic Capital Management
Illinois
$9.33M +$9.05M +16,291 New
GCL
624
Gouws Capital LLC
North Carolina
$9.32M +$67.3K +121 +0.7%
GWM
625
Geneos Wealth Management
Colorado
$9.32M +$1.43M +2,572 +19%
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