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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
676
Investment House LLC
California
$1.64M – – –
BHC
677
Bowen Hanes & Co
Florida
$1.63M – – –
OFG
678
OmniStar Financial Group
North Carolina
$1.62M +$1.42M +10,269 New
TAM
679
Tiverton Asset Management
Delaware
$1.58M +$1.39M +9,997 New
BAAM
680
Baker Avenue Asset Management
California
$1.57M +$30.4K +219 +2%
LBC
681
Lowe Brockenbrough & Co
Virginia
$1.56M +$24.3K +175 +2%
AWM
682
AE Wealth Management
Kansas
$1.55M -$911K -6,566 -40%
WG
683
Welch Group
Alabama
$1.54M +$184K +1,328 +16%
VWA
684
V Wealth Advisors
Kansas
$1.53M +$603K +4,346 +93%
MHIM
685
MacNealy Hoover Investment Management
Ohio
$1.53M -$37.2K -268 -3%
NHC
686
Nicholas Hoffman & Company
Georgia
$1.52M -$136K -983 -9%
CBU
687
CIBC Bank USA
Illinois
$1.52M – – –
1IA
688
1834 Investment Advisors
Wisconsin
$1.51M -$39.3K -283 -3%
PAG
689
Private Advisory Group
Washington
$1.51M -$41.9K -302 -3%
BUB
690
BBVA USA Bancshares
Texas
$1.5M -$11.7K -84 -0.9%
FLI
691
Family Legacy Inc
South Carolina
$1.5M +$486K +3,503 +58%
SA
692
Sicart Associates
New York
$1.5M +$624K +4,500 +90%
TRIM
693
Thompson Rubinstein Investment Management
Oregon
$1.5M -$88.1K -635 -6%
BAC
694
Boys Arnold & Co
North Carolina
$1.49M – – –
ATC
695
Adirondack Trust Company
New York
$1.49M -$7.63K -55 -0.6%
CAN
696
Claraphi Advisory Network
United States
$1.49M +$1.31M +9,453 New
AMG
697
Asset Management Group
Connecticut
$1.47M -$61.6K -444 -5%
BCM
698
Boltwood Capital Management
California
$1.47M – – –
SOAMC
699
Spirit of America Management Corp
New York
$1.47M – – –
KIG
700
Kessler Investment Group
Indiana
$1.47M +$4.86K +35 +0.4%
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