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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FLI
626
Family Legacy Inc
South Carolina
$6.49M +$13.7K +41 +0.2%
SFI
627
Siemens Fonds Invest
Germany
$6.48M +$186K +559 +3%
PWM
628
Perigon Wealth Management
California
$6.46M +$305K +916 +6%
VCM
629
Vivaldi Capital Management
Illinois
$6.4M -$34.3K -103 -0.6%
RC
630
Roundview Capital
New Jersey
$6.39M -$37K -111 -0.7%
AFG
631
Atomi Financial Group
New York
$6.36M +$279K +838 +5%
GIC
632
Generali Investments CEE
Czech Republic
$6.33M – – –
FLPIM
633
F.L. Putnam Investment Management
Massachusetts
$6.31M -$90K -270 -2%
HCMT
634
Highland Capital Management (Tennessee)
Tennessee
$6.29M -$687K -2,060 -11%
GRP
635
Global Retirement Partners
California
$6.29M +$5.4M +16,202 New
AWP
636
Ascent Wealth Partners
New York
$6.26M -$38.7K -116 -0.7%
IA
637
IFP Advisors
Florida
$6.25M +$581K +1,744 +12%
WJWM
638
Williams Jones Wealth Management
New York
$6.25M -$74.7K -224 -1%
SCP
639
Sandhill Capital Partners
New York
$6.24M +$5K +15 +0.1%
IMRF
640
Illinois Municipal Retirement Fund
Illinois
$6.24M +$195K +585 +4%
PFPT
641
Pinnacle Financial Partners (Tennessee)
Tennessee
$6.22M -$650K -1,949 -11%
GCL
642
Gouws Capital LLC
North Carolina
$6.19M +$315K +945 +6%
GIA
643
Guyasuta Investment Advisors
Pennsylvania
$6.18M – – –
UBP
644
Union Bancaire Privee
Switzerland
$6.15M -$2.8M -8,386 -31%
MOS
645
MGO One Seven
Ohio
$6.15M +$243K +730 +5%
HIC
646
Holderness Investments Company
North Carolina
$6.09M -$165K -494 -3%
CAM
647
Columbia Asset Management
Michigan
$6.08M -$104K -313 -2%
GT
648
Greenleaf Trust
Michigan
$6.07M -$259K -777 -5%
MA
649
Montag & Associates
Georgia
$6.04M -$306K -918 -6%
CB
650
Community Bank
New York
$6.02M -$169K -507 -3%
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