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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
S
826
SignatureFD
Georgia
$1.94M +$71.5K +341 +4%
CPA
827
Court Place Advisors
Maryland
$1.94M +$62.9K +300 +4%
MSAM
828
Moloney Securities Asset Management
Missouri
$1.93M +$194K +923 +12%
RCM
829
RB Capital Management
Nevada
$1.93M +$49.3K +235 +3%
RWA
830
Ropes Wealth Advisors
Massachusetts
$1.93M -$19.1K -91 -1%
IRF
831
IBM Retirement Fund
New York
$1.93M -$103K -492 -5%
CAN
832
Claraphi Advisory Network
United States
$1.92M +$24.3K +116 +1%
EH
833
Equitable Holdings
New York
$1.92M +$176K +839 +11%
VAS
834
Vestmark Advisory Solutions
Massachusetts
$1.92M +$232K +1,108 +15%
SSWM
835
Smith Salley Wealth Management
North Carolina
$1.92M -$210K -1,000 -10%
FWM
836
Finer Wealth Management
Massachusetts
$1.91M +$41.5K +198 +2%
TIA
837
Trust Investment Advisors
Indiana
$1.9M +$18.5K +88 +1%
MGP
838
Metis Global Partners
California
$1.9M +$791K +3,771 +79%
TSWM
839
Triangle Securities Wealth Management
North Carolina
$1.9M -$59.1K -282 -3%
WAP
840
Wealthcare Advisory Partners
Pennsylvania
$1.89M +$137K +653 +8%
AWM
841
Axxcess Wealth Management
California
$1.88M -$355K -1,693 -17%
CPIA
842
Cornell Pochily Investment Advisors
New York
$1.88M +$345K +1,644 +24%
WI
843
Wintrust Investments
Illinois
$1.87M +$262K +1,250 +17%
FWM
844
Focused Wealth Management
New York
$1.87M -$146K -694 -8%
JIC
845
Johnson Investment Counsel
Ohio
$1.87M -$48K -229 -3%
SCM
846
Spreng Capital Management
Ohio
$1.86M -$180K -860 -9%
APA
847
American Portfolios Advisors
New York
$1.86M +$175K +833 +11%
II
848
Inspire Investing
Idaho
$1.86M -$99.8K -476 -5%
DWT
849
Dorsey & Whitney Trust
South Dakota
$1.86M +$23.5K +112 +1%
DFA
850
DHJJ Financial Advisors
Illinois
$1.86M – – –
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