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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TG
626
TCW Group
California
$1.68M -$172K -1,235 -10%
PCM
627
Princeton Capital Management
New Jersey
$1.68M -$36.3K -260 -2%
JPMIA
628
J.P. Marvel Investment Advisors
Massachusetts
$1.67M -$18.1K -130 -1%
ADL
629
Asset Dedication LLC
California
$1.67M +$228K +1,634 +17%
PK
630
Pflug Koory
Nebraska
$1.66M – – –
AUB
631
Atlantic Union Bankshares
Virginia
$1.65M +$18.1K +130 +1%
EWA
632
EP Wealth Advisors
California
$1.64M +$335K +2,400 +28%
LBC
633
Lowe Brockenbrough & Co
Virginia
$1.64M -$8.93K -64 -0.6%
SCM
634
Spreng Capital Management
Ohio
$1.64M +$1.55M +11,108 New
DMC
635
Drexel Morgan & Co
Pennsylvania
$1.63M -$325K -2,331 -17%
SS
636
Simplicity Solutions
Minnesota
$1.62M +$430K +3,082 +39%
MCM
637
Murphy Capital Management
New Jersey
$1.62M -$15.8K -113 -1%
PVWM
638
Point View Wealth Management
New Jersey
$1.61M +$54.3K +389 +4%
RCM
639
Radnor Capital Management
Pennsylvania
$1.61M – – –
VIG
640
Vienna Insurance Group
Poland
$1.61M -$604K -4,329 -28%
FCA
641
FLC Capital Advisors
California
$1.6M +$64.2K +460 +4%
SCA
642
STALEY CAPITAL ADVISERS
Pennsylvania
$1.59M – – –
CT
643
Coastline Trust
Rhode Island
$1.59M +$27.9K +200 +2%
ACS
644
Archford Capital Strategies
Illinois
$1.59M +$93.6K +671 +7%
SOAMC
645
Spirit of America Management Corp
New York
$1.59M +$97.7K +700 +7%
HIC
646
Holderness Investments Company
North Carolina
$1.59M -$20.9K -150 -1%
BCM
647
Boltwood Capital Management
California
$1.59M +$25.1K +180 +2%
CICI
648
Capital Investment Counsel Inc
North Carolina
$1.57M -$19.5K -140 -1%
PCM
649
Penserra Capital Management
California
$1.57M +$1.35M +9,650 +957%
ARG
650
Advisory Resource Group
Oklahoma
$1.57M -$60.3K -432 -4%
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