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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
826
Moloney Securities Asset Management
Missouri
$1.57M +$20.2K +96 +1%
WWM
827
Western Wealth Management
Colorado
$1.56M -$47.6K -226 -3%
CAN
828
Claraphi Advisory Network
United States
$1.56M +$15.6K +74 +0.9%
CPA
829
Court Place Advisors
Maryland
$1.55M – – –
RCM
830
RB Capital Management
Nevada
$1.55M +$6.11K +29 +0.3%
FWM
831
Finer Wealth Management
Massachusetts
$1.55M +$23.6K +112 +1%
NW
832
NewEdge Wealth
Pennsylvania
$1.55M +$1.83M +8,669 New
SSWM
833
Smith Salley Wealth Management
North Carolina
$1.54M – – –
SWM
834
SeaCrest Wealth Management
New York
$1.54M +$83.2K +395 +5%
IP
835
Ignite Planners
California
$1.54M +$20.4K +97 +1%
WAP
836
Wealthcare Advisory Partners
Pennsylvania
$1.54M +$23.2K +110 +1%
TSWM
837
Triangle Securities Wealth Management
North Carolina
$1.53M +$2.74K +13 +0.2%
DWT
838
Dorsey & Whitney Trust
South Dakota
$1.52M +$33.5K +159 +2%
JIC
839
Johnson Investment Counsel
Ohio
$1.52M +$22.5K +107 +1%
EL
840
ERN LLC
Delaware
$1.52M +$1.79M +8,500 New
PNC
841
Park National Corp
Ohio
$1.52M -$106K -501 -6%
UAS
842
United Asset Strategies
New York
$1.51M +$39.2K +186 +2%
DFA
843
DHJJ Financial Advisors
Illinois
$1.51M – – –
CPIA
844
Cornell Pochily Investment Advisors
New York
$1.51M +$2.95K +14 +0.2%
PCIA
845
Prime Capital Investment Advisors
Kansas
$1.5M -$3.22M -15,301 -65%
TL
846
Tradewinds LLC
North Carolina
$1.5M +$1.77M +8,387 New
MAM
847
Meeder Asset Management
Ohio
$1.5M +$213K +1,012 +14%
CL
848
Choreo LLC
Illinois
$1.49M +$55.4K +263 +3%
CPO
849
Cerity Partners OCIO
New York
$1.48M +$179K +848 +11%
IP
850
Intellectus Partners
California
$1.48M -$9.48K -45 -0.5%
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