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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
626
Geneos Wealth Management
Colorado
$5.81M -$86.6K -271 -2%
BOH
627
Bank of Hawaii
Hawaii
$5.81M -$45.7K -143 -0.9%
WTFG
628
Wells Trecaso Financial Group
Ohio
$5.8M +$240K +751 +5%
VWM
629
Valley Wealth Managers
New Jersey
$5.77M -$724K -2,265 -13%
EAM
630
Eukles Asset Management
Ohio
$5.73M +$115K +360 +2%
ET
631
Equitable Trust
Tennessee
$5.71M +$197K +615 +4%
ECM
632
EagleClaw Capital Management
Massachusetts
$5.71M +$7.99K +25 +0.2%
IGAM
633
iA Global Asset Management
Quebec, Canada
$5.7M -$956K -2,990 -16%
CIA
634
Concurrent Investment Advisors
Florida
$5.67M -$321K -1,004 -6%
MIM
635
Montgomery Investment Management
Maryland
$5.67M -$639K -2,000 -11%
GIM
636
Goelzer Investment Management
Indiana
$5.64M -$63.9K -200 -1%
SIM
637
Studio Investment Management
Illinois
$5.63M -$248K -776 -5%
RWS
638
Resolute Wealth Strategies
Mississippi
$5.63M -$187K -586 -4%
CNBT
639
Canandaigua National Bank & Trust
New York
$5.62M -$48.9K -153 -1%
LC
640
Legacy CG
Texas
$5.6M +$152K +475 +3%
FTDI
641
First Trust Direct Indexing
Massachusetts
$5.58M +$566K +1,770 +13%
IMCOOI
642
Investment Management Corp of Ontario (IMCO)
Canada
$5.57M -$1.18M -3,700 -20%
CAM
643
Columbia Asset Management
Michigan
$5.55M – – –
MCM
644
Monument Capital Management
Virginia
$5.55M -$172K -539 -3%
RBA
645
Richard Bernstein Advisors
New York
$5.52M – – –
EH
646
Equitable Holdings
New York
$5.51M +$294K +920 +7%
NSIM
647
North Star Investment Management
Illinois
$5.51M +$73.2K +229 +2%
KFBMI
648
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.5M – – –
RC
649
RBF Capital
California
$5.5M – – –
GP
650
Geneva Partners
Wisconsin
$5.5M +$910K +2,847 +23%
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