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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
826
Landsberg Bennett & Dubbaneh
Florida
$858K +$396 +3 +0%
CFA
827
Carroll Financial Associates
North Carolina
$856K +$235K +1,776 +39%
DLA
828
Douglas Lane & Associates
New York
$855K +$661 +5 +0.1%
DPIM
829
Duff & Phelps Investment Management
Illinois
$854K – – –
DWT
830
Dorsey & Whitney Trust
South Dakota
$853K -$9.12K -69 -1%
HTC
831
Haverford Trust Company
Pennsylvania
$851K -$13.3K -101 -2%
IP
832
Investment Partners
Ohio
$847K +$57.6K +436 +8%
SCP
833
Sandhill Capital Partners
New York
$846K +$56K +424 +7%
FHA
834
First Horizon Advisors
Tennessee
$844K -$127K -964 -13%
CWAG
835
Compton Wealth Advisory Group
Virginia
$844K +$89.3K +676 +12%
MCC
836
Malaga Cove Capital
California
$843K +$303K +2,296 +59%
HI
837
Hudock Inc
Pennsylvania
$842K -$102K -769 -11%
TCOT
838
Trust Company of Toledo
Ohio
$837K – – –
CC
839
Cedar Capital
Illinois
$833K +$158K +1,192 +24%
KMWM
840
Keudell/Morrison Wealth Management
Oregon
$831K -$3.7K -28 -0.4%
CFGS
841
Concourse Financial Group Securities
Alabama
$825K -$98.7K -747 -11%
ACM
842
AlphaStar Capital Management
North Carolina
$825K +$46.1K +349 +6%
FBC
843
Fairfield, Bush & Co
Connecticut
$818K – – –
WAM
844
Wealthspire Advisors (Maryland)
Maryland
$818K +$63.7K +482 +9%
BA
845
Boston Advisors
Massachusetts
$816K -$61.4K -465 -7%
BFG
846
Barber Financial Group
Kansas
$815K -$2.25K -17 -0.3%
LOAME
847
Lombard Odier Asset Management (Europe)
United Kingdom
$813K – – –
SW
848
SVB Wealth
Massachusetts
$811K -$396 -3 -0.1%
SAM
849
Sawgrass Asset Management
Florida
$804K – – –
CG
850
Caprock Group
Idaho
$803K -$181K -1,372 -19%
32 33
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35 36