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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
676
IronBridge Private Wealth
Texas
$5.08M -$125K -392 -3%
LG
677
Leuthold Group
Minnesota
$5.08M -$10.2K -32 -0.2%
SCM
678
Seascape Capital Management
New Hampshire
$5.07M +$158K +495 +4%
FFWA
679
FRG Family Wealth Advisors
Washington
$4.95M +$959 +3 +0%
AIP
680
Ameritas Investment Partners
Nebraska
$4.94M +$129K +404 +3%
PIM
681
Plato Investment Management
Australia
$4.93M +$3.41M +10,660 +380%
ACM
682
Altrius Capital Management
North Carolina
$4.93M -$1.11M -3,481 -21%
KWA
683
Kingswood Wealth Advisors
California
$4.93M -$1.66M -5,192 -28%
TW
684
Trajan Wealth
Arizona
$4.92M +$4.29M +13,425 New
LNWWM
685
Laird Norton Wetherby Wealth Management
California
$4.9M +$3.83K +12 +0.1%
GJWM
686
Gilliland Jeter Wealth Management
Arkansas
$4.89M -$41.2K -129 -1%
USCWA
687
U.S. Capital Wealth Advisors
Texas
$4.88M +$11.2K +35 +0.3%
TCOV
688
Trust Company of Vermont
Vermont
$4.87M +$373K +1,167 +10%
FFP
689
FourThought Financial Partners
Florida
$4.85M +$5.43K +17 +0.1%
ALAM
690
Asahi Life Asset Management
Japan
$4.82M -$1.65M -5,150 -28%
LOIM
691
Liberty One Investment Management
Illinois
$4.78M +$101K +317 +2%
B
692
Bailard
California
$4.78M -$109K -341 -3%
BEC
693
Blue Edge Capital
Virginia
$4.77M +$2.56K +8 +0.1%
IMPI
694
Ilmarinen Mutual Pension Insurance
Finland
$4.76M -$3.52M -11,000 -46%
LNB
695
Ledyard National Bank
$4.76M +$199K +622 +5%
HKIM
696
Hayek Kallen Investment Management
Alabama
$4.71M – – –
WAP
697
Wealthcare Advisory Partners
Pennsylvania
$4.71M +$780K +2,440 +23%
PT
698
Plimoth Trust
Massachusetts
$4.69M -$156K -489 -4%
JSC
699
Jackson Square Capital
California
$4.68M +$60.1K +188 +1%
SG
700
StoneX Group
New York
$4.67M +$89.2K +279 +2%
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