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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
826
Palisade Asset Management
Minnesota
$2.8M -$12.5K -48 -0.5%
RG
827
Richelieu Gestion
France
$2.79M +$657K +2,534 +37%
WEG
828
World Equity Group
Illinois
$2.79M +$355K +1,370 +16%
BWM
829
Buckley Wealth Management
Nevada
$2.77M – – –
AA
830
Aire Advisors
California
$2.76M -$90.5K -349 -4%
IP
831
Ignite Planners
California
$2.76M +$79.4K +306 +3%
MG
832
Mather Group
Illinois
$2.75M +$291K +1,120 +14%
RCM
833
RB Capital Management
Nevada
$2.75M +$28.5K +110 +1%
NP
834
NorthRock Partners
Minnesota
$2.74M +$1.06M +4,081 +79%
SDIC
835
South Dakota Investment Council
South Dakota
$2.73M – – –
AWM
836
Avitas Wealth Management
California
$2.7M +$85.9K +331 +4%
TT
837
TI-Trust
Illinois
$2.69M -$38.9K -150 -2%
AUB
838
Atlantic Union Bankshares
Virginia
$2.68M -$155K -596 -6%
LIM
839
Loudon Investment Management
New Hampshire
$2.67M – – –
LWP
840
LMG Wealth Partners
Louisiana
$2.67M +$42K +162 +2%
RSA
841
River Street Advisors
Illinois
$2.65M -$4.41K -17 -0.2%
BB
842
Berkshire Bank
Massachusetts
$2.64M -$162K -624 -7%
PNC
843
Park National Corp
Ohio
$2.64M -$8.56K -33 -0.4%
SW
844
SVB Wealth
Massachusetts
$2.63M -$23.6K -91 -1%
EWA
845
EP Wealth Advisors
California
$2.63M +$105K +404 +5%
HSA
846
HBK Sorce Advisory
Pennsylvania
$2.62M +$19.7K +76 +0.9%
OAM
847
Occidental Asset Management
California
$2.62M +$305K +1,175 +15%
LFAS
848
Level Four Advisory Services
Texas
$2.62M +$237K +913 +11%
BCM
849
Becker Capital Management
Oregon
$2.62M -$81.5K -314 -3%
HDIM
850
Hanson & Doremus Investment Management
Vermont
$2.61M -$32.7K -126 -1%
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