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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HJMC
801
Hellman Jordan Management Company
Massachusetts
$798K – – –
NGA
802
Naples Global Advisors
Florida
$798K +$243K +1,916 +44%
MIP
803
Marietta Investment Partners
Wisconsin
$796K – – –
GC
804
Garde Capital
Washington
$794K -$38.1K -300 -5%
GBBWRPM
805
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$793K +$141K +1,110 +21%
DLA
806
Douglas Lane & Associates
New York
$792K – – –
DPIM
807
Duff & Phelps Investment Management
Illinois
$791K – – –
DHFB
808
Dixon Hubard Feinour & Brown
Virginia
$790K -$25.4K -200 -3%
CAMG
809
CWA Asset Management Group
Florida
$787K -$25K -197 -3%
HI
810
Hudock Inc
Pennsylvania
$787K +$6.99K +55 +0.9%
SW
811
SVB Wealth
Massachusetts
$782K +$30.6K +241 +4%
FHA
812
First Horizon Advisors
Tennessee
$781K -$381 -3 -0%
TAIM
813
TD Ameritrade Investment Management
Nebraska
$777K +$322K +2,532 +70%
NIM
814
NuWave Investment Management
New Jersey
$777K +$729K +5,741 +1,377%
ESB
815
Essex Savings Bank
Connecticut
$774K -$427K -3,358 -35%
ACM
816
AlphaStar Capital Management
North Carolina
$772K +$7.12K +56 +0.9%
LBD
817
Landsberg Bennett & Dubbaneh
Florida
$768K -$27.6K -217 -3%
CC
818
Cedar Capital
Illinois
$768K -$3.56K -28 -0.5%
MMG
819
Monetary Management Group
Missouri
$767K -$31.8K -250 -4%
MCM
820
MAI Capital Management
Ohio
$761K -$582K -4,581 -43%
FBC
821
Fairfield, Bush & Co
Connecticut
$758K – – –
MJP
822
Michael J. Puzo
$758K +$356K +2,800 +88%
CBU
823
CIBC Bank USA
Illinois
$756K -$38.8K -305 -5%
LOAME
824
Lombard Odier Asset Management (Europe)
United Kingdom
$753K – – –
APA
825
American Portfolios Advisors
New York
$753K +$12.8K +101 +2%
31 32
33
34 35