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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TSW
801
Thompson Siegel & Walmsley
Virginia
$851K – – –
CT
802
Clearstead Trust
Maine
$847K – – –
KMWM
803
Keudell/Morrison Wealth Management
Oregon
$841K +$5.69K +48 +0.7%
BAMF
804
BI Asset Management Fondsmaeglerselskab
Denmark
$832K +$780K +6,578 New
LAM
805
L2 Asset Management
Massachusetts
$830K +$501K +4,227 +181%
RA
806
RFG Advisory
Alabama
$828K -$4.03K -34 -0.5%
HTC
807
Haverford Trust Company
Pennsylvania
$826K – – –
WI
808
Wintrust Investments
Illinois
$826K +$477K +4,023 +121%
CFA
809
Cahill Financial Advisors
Minnesota
$824K -$53.6K -452 -6%
FSA
810
Franklin Street Advisors
North Carolina
$822K -$361K -3,045 -32%
TIA
811
Tiemann Investment Advisors
California
$820K +$11.3K +95 +1%
WAP
812
Wealthcare Advisory Partners
Pennsylvania
$818K -$32.2K -272 -4%
IFWM
813
Institute for Wealth Management
Colorado
$816K +$4.03K +34 +0.5%
DPIM
814
Duff & Phelps Investment Management
Illinois
$808K – – –
FAIM
815
Financial Advocates Investment Management
Washington
$806K +$19.4K +164 +3%
PGAM
816
Princeton Global Asset Management
New Jersey
$806K +$616K +5,195 +440%
CPIA
817
Cornell Pochily Investment Advisors
New York
$804K +$21.2K +179 +3%
BFA
818
Bragg Financial Advisors
North Carolina
$801K – – –
VAS
819
Vestmark Advisory Solutions
Massachusetts
$795K +$350K +2,951 +88%
SCM
820
SOL Capital Management
Maryland
$793K -$23.7K -200 -3%
SLAM
821
Swiss Life Asset Management
$788K +$27K +228 +4%
LS
822
Livforsakringsbolaget Skandia
Sweden
$786K – – –
EH
823
Equitable Holdings
New York
$784K -$17.1K -144 -2%
OL
824
Optas LLC
Texas
$784K +$407K +3,436 +124%
TYCC
825
Texas Yale Capital Corp
Florida
$779K – – –
31 32
33
34 35