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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
826
Court Place Advisors
Maryland
$1.94M +$62.9K +300 +4%
MSAM
827
Moloney Securities Asset Management
Missouri
$1.93M +$194K +923 +12%
RCM
828
RB Capital Management
Nevada
$1.93M +$49.3K +235 +3%
RWA
829
Ropes Wealth Advisors
Massachusetts
$1.93M -$19.1K -91 -1%
IRF
830
IBM Retirement Fund
New York
$1.93M -$103K -492 -5%
CAN
831
Claraphi Advisory Network
United States
$1.92M +$24.3K +116 +1%
EH
832
Equitable Holdings
New York
$1.92M +$176K +839 +11%
VAS
833
Vestmark Advisory Solutions
Massachusetts
$1.92M +$232K +1,108 +15%
SSWM
834
Smith Salley Wealth Management
North Carolina
$1.92M -$210K -1,000 -10%
FWM
835
Finer Wealth Management
Massachusetts
$1.91M +$41.5K +198 +2%
TIA
836
Trust Investment Advisors
Indiana
$1.9M +$18.5K +88 +1%
MGP
837
Metis Global Partners
California
$1.9M +$791K +3,771 +79%
TSWM
838
Triangle Securities Wealth Management
North Carolina
$1.9M -$59.1K -282 -3%
WAP
839
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$137K +653 +8%
AWM
840
Axxcess Wealth Management
California
$1.88M -$355K -1,693 -17%
CPIA
841
Cornell Pochily Investment Advisors
New York
$1.88M +$345K +1,644 +24%
WI
842
Wintrust Investments
Illinois
$1.87M +$262K +1,250 +17%
FWM
843
Focused Wealth Management
New York
$1.87M -$146K -694 -8%
JIC
844
Johnson Investment Counsel
Ohio
$1.87M -$48K -229 -3%
SCM
845
Spreng Capital Management
Ohio
$1.86M -$180K -860 -9%
APA
846
American Portfolios Advisors
New York
$1.86M +$175K +833 +11%
II
847
Inspire Investing
Idaho
$1.86M -$99.8K -476 -5%
DWT
848
Dorsey & Whitney Trust
South Dakota
$1.86M +$23.5K +112 +1%
DFA
849
DHJJ Financial Advisors
Illinois
$1.86M – – –
WAM
850
Weatherly Asset Management
California
$1.85M +$359K +1,713 +26%
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