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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
876
Tarbox Family Office
California
$228K +$4.05K +58 +2%
BRWM
877
B. Riley Wealth Management
Tennessee
$227K +$16.1K +230 +7%
FMC
878
First Merchants Corp
Indiana
$226K -$54.2K -775 -19%
BRM
879
Boston Research & Management
Massachusetts
$226K – – –
NAM
880
North American Management
Massachusetts
$225K -$2.1K -30 -0.9%
BLAM
881
Bourne Lent Asset Management
New York
$224K – – –
CRC
882
Curi RMB Capital
Illinois
$224K – – –
UAS
883
United Asset Strategies
New York
$222K -$58.4K -835 -20%
BIM
884
Bridges Investment Management
Nebraska
$222K -$33.2K -475 -13%
ST
885
Semper Trust
Pennsylvania
$221K +$227K +3,250 New
SIA
886
Starfire Investment Advisers
Michigan
$221K – – –
MYAM
887
Meiji Yasuda Asset Management
Japan
$218K -$65K -930 -22%
P
888
Pitcairn
Pennsylvania
$218K -$3.22K -46 -1%
CWM
889
Cabot Wealth Management
Massachusetts
$218K – – –
WFG
890
Wills Financial Group
Virginia
$217K -$244K -3,489 -52%
OWP
891
Obermeyer Wealth Partners
Colorado
$217K -$73.4K -1,050 -25%
BOTW
892
Bank of the West
California
$215K -$119K -1,707 -35%
CHJWM
893
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$221K +3,165 New
LFR
894
Lehman Financial Resources
Pennsylvania
$214K -$6.99K -100 -3%
WAM
895
Winslow Asset Management
Ohio
$214K – – –
SFSG
896
Stearns Financial Services Group
North Carolina
$214K +$220K +3,142 New
NB
897
Nicolet Bankshares
Wisconsin
$213K +$239K +3,424 New
MCWS
898
McKinley Carter Wealth Services
West Virginia
$212K – – –
AP
899
Atwood & Palmer
Missouri
$211K – – –
CC
900
Courier Capital
New York
$211K – – –
34 35
36
37 38