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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
676
Eudaimonia Partners
Tennessee
$2.79M +$2.63M +12,519 New
PK
677
Pflug Koory
Nebraska
$2.79M +$282K +1,344 +12%
BOC
678
Barbara Oil Co
Illinois
$2.79M – – –
VFM
679
Viking Fund Management
North Dakota
$2.79M – – –
ACM
680
Azimuth Capital Management
Michigan
$2.78M – – –
SIM
681
Studio Investment Management
Illinois
$2.77M +$394K +1,880 +18%
JPMIA
682
J.P. Marvel Investment Advisors
Massachusetts
$2.77M +$39K +186 +2%
CA
683
Cambridge Advisors
Nebraska
$2.76M +$78.4K +374 +3%
LBC
684
Lowe Brockenbrough & Co
Virginia
$2.75M -$18.2K -87 -0.7%
TCM
685
Traynor Capital Management
Pennsylvania
$2.75M +$206K +982 +9%
MCCP
686
Mission Creek Capital Partners
California
$2.72M -$118K -562 -4%
AIM
687
Anchor Investment Management
South Carolina
$2.68M +$491K +2,342 +24%
CWG
688
Cornerstone Wealth Group
North Carolina
$2.68M -$1.22M -5,832 -33%
KWM
689
Kingsview Wealth Management
Oregon
$2.68M +$283K +1,348 +13%
BWM
690
Buckley Wealth Management
Nevada
$2.67M +$479K +2,282 +23%
SFM
691
Sphera Funds Management
Israel
$2.67M +$2.52M +12,000 New
FTDI
692
First Trust Direct Indexing
Massachusetts
$2.67M +$227K +1,084 +10%
EIP
693
Ellis Investment Partners
Pennsylvania
$2.67M +$2.28M +10,867 +993%
BHC
694
Bowen Hanes & Co
Florida
$2.66M +$53.5K +255 +2%
LIM
695
Leavell Investment Management
Alabama
$2.65M +$27.3K +130 +1%
SCP
696
Sandhill Capital Partners
New York
$2.65M +$230K +1,099 +10%
MIAS
697
Mason Investment Advisory Services
Virginia
$2.64M +$75.5K +360 +3%
EWM
698
Evercore Wealth Management
New York
$2.62M – – –
RG
699
Richelieu Gestion
France
$2.62M +$2.47M +11,775 New
PTC
700
Private Trust Company
Ohio
$2.62M -$49.3K -235 -2%
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