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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
826
Marietta Investment Partners
Wisconsin
$930K – – –
SLAM
827
Swiss Life Asset Management
$929K -$466K -3,336 -35%
DPIM
828
Duff & Phelps Investment Management
Illinois
$925K – – –
DHFB
829
Dixon Hubard Feinour & Brown
Virginia
$924K – – –
CPIA
830
Cornell Pochily Investment Advisors
New York
$923K -$169K -1,212 -16%
JSC
831
Jackson Square Capital
California
$919K +$868K +6,223 New
SW
832
SVB Wealth
Massachusetts
$907K -$7.12K -51 -0.8%
SWM
833
Sugarloaf Wealth Management
Georgia
$905K +$855K +6,125 New
AC
834
Athanor Capital
New York
$901K +$851K +6,100 New
APA
835
American Portfolios Advisors
New York
$900K +$19K +136 +2%
NNP
836
Nachman Norwood & Parrott
South Carolina
$896K +$72.7K +521 +9%
ACM
837
AlphaStar Capital Management
North Carolina
$890K -$12.3K -88 -1%
MFG
838
MidWestOne Financial Group
Iowa
$889K +$213K +1,524 +34%
BRWM
839
B. Riley Wealth Management
Tennessee
$887K +$226K +1,618 +37%
FBC
840
Fairfield, Bush & Co
Connecticut
$886K – – –
MJP
841
Michael J. Puzo
$886K – – –
CBU
842
CIBC Bank USA
Illinois
$886K +$977 +7 +0.1%
TPWA
843
TRUE Private Wealth Advisors
Oregon
$886K +$285K +2,040 +52%
JIM
844
Jupiter Investment Management
United Kingdom
$886K +$837K +6,000 New
LOAME
845
Lombard Odier Asset Management (Europe)
United Kingdom
$881K – – –
PTC
846
Private Trust Company
Ohio
$879K +$20.1K +144 +2%
SMC
847
Smith, Moore & Co
Missouri
$878K +$25.4K +182 +3%
CC
848
ClearArc Capital
Ohio
$871K -$362K -2,594 -31%
GPA
849
Garrison Point Advisors
California
$870K – – –
ATWA
850
Arbor Trust Wealth Advisors
Michigan
$868K +$820K +5,876 New
32 33
34
35 36