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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
751
Groupama Asset Management
France
$12.7M +$1.59M +1,810 +17%
AIM
752
Anchor Investment Management
South Carolina
$12.6M -$207K -236 -2%
JPMIA
753
J.P. Marvel Investment Advisors
Massachusetts
$12.6M +$107K +122 +1%
JWM
754
JPL Wealth Management
Colorado
$12.6M -$491K -559 -5%
AWA
755
Aaron Wealth Advisors
Illinois
$12.6M -$249K -283 -2%
RP
756
Rice Partnership
Hawaii
$12.5M +$1.1M +1,248 +12%
BGDI
757
BW Gestao de Investimentos
Brazil
$12.5M +$9.7M +11,040 +1,624%
AG
758
Advocate Group
Minnesota
$12.5M -$2.47M -2,812 -19%
HCM
759
Hodges Capital Management
Texas
$12.5M -$376K -428 -4%
BFA
760
Bridgelight Financial Advisors
Connecticut
$12.4M -$4.02M -4,574 -28%
CFD
761
Creative Financial Designs
Indiana
$12.4M +$1.01M +1,152 +11%
WAP
762
Wealthcare Advisory Partners
Pennsylvania
$12.4M -$3.68M -4,187 -27%
HKIM
763
Hayek Kallen Investment Management
Alabama
$12.4M -$249K -284 -2%
WCM
764
Whitener Capital Management
North Carolina
$12.3M -$260K -296 -2%
WB
765
Webster Bank
Connecticut
$12.3M -$536K -610 -5%
KA
766
Kintegral Advisory
New York
$12.2M – – –
MGIA
767
Moneta Group Investment Advisors
Missouri
$12.2M -$173K -197 -2%
IP
768
Indivisible Partners
Florida
$12.1M +$1.27M +1,444 +14%
ZF
769
Zhang Financial
Michigan
$12.1M +$17.6K +20 +0.2%
MCM
770
Monument Capital Management
Virginia
$12M -$2.22M -2,526 -18%
JCM
771
Jacobi Capital Management
Pennsylvania
$12M -$239K -272 -2%
SOAMC
772
Spirit of America Management Corp
New York
$11.9M – – –
SC
773
Sapient Capital
Indiana
$11.9M +$248K +282 +3%
MWM
774
Modern Wealth Management
Kansas
$11.9M +$4.95M +5,634 +102%
SFO
775
Stenger Family Office
Illinois
$11.9M -$3.51K -4 -0%
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