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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
601
Moors & Cabot
Massachusetts
$11.9M +$166K +239 +1%
FMI
602
F/M Investments
District of Columbia
$11.9M -$2.29M -3,311 -16%
NB
603
Nicolet Bankshares
Wisconsin
$11.9M +$8.5M +12,268 +281%
CBOR
604
Community Bank of Raymore
Missouri
$11.9M -$438K -632 -4%
CA
605
Cullinan Associates
Kentucky
$11.9M -$9.35M -13,496 -45%
RC
606
Roundview Capital
New Jersey
$11.9M -$116K -168 -1%
ZP
607
Zimmer Partners
New York
$11.9M +$2.46M +3,550 +27%
AI
608
Atria Investments
North Carolina
$11.8M +$128K +185 +1%
IA
609
IFP Advisors
Florida
$11.7M -$384K -555 -3%
BCM
610
Barometer Capital Management
Ontario, Canada
$11.7M -$36.7M -52,968 -76%
BCFD
611
Boit C.F. David
$11.7M -$1.59M -2,300 -12%
SCM
612
Soros Capital Management
New York
$11.7M +$5.64M +8,140 +97%
AMIM
613
Aull & Monroe Investment Management
Alabama
$11.7M -$470K -678 -4%
AHC
614
Anderson Hoagland & Co
Missouri
$11.6M -$1.93M -2,783 -15%
RWM
615
Ritholtz Wealth Management
New York
$11.5M +$541K +781 +5%
BFA
616
Bridgelight Financial Advisors
Connecticut
$11.5M -$190K -274 -2%
BFIM
617
Beese Fulmer Investment Management
Ohio
$11.5M -$166K -240 -1%
EWM
618
Empirical Wealth Management
Washington
$11.5M -$389K -562 -3%
CIA
619
Covington Investment Advisors
Pennsylvania
$11.5M -$1.02M -1,477 -8%
CI
620
Capital International
California
$11.5M +$11.2M +16,168 New
ECM
621
ExodusPoint Capital Management
New York
$11.4M -$6.45M -9,306 -37%
CIS
622
Connors Investor Services
Pennsylvania
$11.4M -$6.45M -9,307 -37%
HIIFS
623
Harel Insurance Investments & Financial Services
Israel
$11.4M +$11.1M +16,094 +39,254%
GWM
624
Geneos Wealth Management
Colorado
$11.4M -$88K -127 -0.8%
OHWP
625
Oak Harbor Wealth Partners
North Carolina
$11.4M -$1.1M -1,586 -9%
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