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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
801
Cyndeo Wealth Partners
Florida
$11M -$223K -254 -2%
BWAM
802
Boyd Watterson Asset Management
Ohio
$10.9M -$21.1K -24 -0.2%
VAS
803
Vestmark Advisory Solutions
Massachusetts
$10.9M +$2.18M +2,481 +32%
TW
804
Trajan Wealth
Arizona
$10.9M -$6.14M -6,985 -41%
OAM
805
Occidental Asset Management
California
$10.9M +$92.2K +105 +1%
PWA
806
Providence Wealth Advisors
Illinois
$10.8M -$132K -150 -1%
OBAM
807
ODDO BHF Asset Management
France
$10.8M +$730K +831 +9%
TF
808
Trek Financial
Arizona
$10.8M +$5.91M +6,730 +198%
PA
809
Procyon Advisors
Connecticut
$10.8M -$105K -120 -1%
NP
810
NorthRock Partners
Minnesota
$10.8M +$30.7K +35 +0.3%
SAM
811
Securian Asset Management
Minnesota
$10.8M -$337K -384 -3%
RAM
812
Ramirez Asset Management
New York
$10.8M – – –
ACM
813
Argyle Capital Management
Pennsylvania
$10.7M -$243K -277 -3%
JKA
814
Jones Kertz & Associates
Minnesota
$10.7M -$1.08M -1,227 -11%
WPP
815
Whalerock Point Partners
Rhode Island
$10.7M -$101K -115 -1%
FFN
816
Focus Financial Network
Minnesota
$10.7M +$141K +160 +2%
MCWS
817
McKinley Carter Wealth Services
West Virginia
$10.7M +$364K +414 +4%
SCA
818
Stokes Capital Advisors
South Carolina
$10.7M -$1.11M -1,259 -11%
AAB
819
ABN AMRO Bank
Netherlands
$10.7M +$2.49M +2,834 +39%
NW
820
Naviter Wealth
Arkansas
$10.7M +$2.02M +2,303 +30%
AMG
821
Asset Management Group
Connecticut
$10.7M -$699K -796 -7%
AP
822
Advisors Preferred
Maryland
$10.7M +$273K +311 +3%
CC
823
Chicago Capital
Illinois
$10.7M +$1.85M +2,110 +27%
DI
824
DKRT Investments
$10.6M -$4.39M -5,000 -33%
HH
825
HWG Holdings
Texas
$10.6M +$5.22M +5,946 +147%
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