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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
876
Tiemann Investment Advisors
California
$1.2M – – –
DA
877
DCM Advisors
New York
$1.19M +$1.11M +6,554 New
VWA
878
V Wealth Advisors
Kansas
$1.19M +$775K +4,572 +235%
FSA
879
Franklin Street Advisors
North Carolina
$1.18M – – –
PFM
880
Patton Fund Management
Texas
$1.18M +$1.1M +6,494 New
WWM
881
Windsor Wealth Management
Indiana
$1.18M +$4.58K +27 +0.4%
RCM
882
RB Capital Management
Nevada
$1.17M +$124K +729 +13%
EC
883
Estate Counselors
Wisconsin
$1.17M +$287K +1,692 +36%
BFA
884
Bragg Financial Advisors
North Carolina
$1.17M -$5.09K -30 -0.5%
NFP
885
Novak Financial Planning
Maryland
$1.17M +$1.09M +6,412 New
DPIM
886
Duff & Phelps Investment Management
Illinois
$1.16M – – –
MWM
887
Mattern Wealth Management
Kansas
$1.16M +$62.4K +368 +6%
VVP
888
Venture Visionary Partners
Ohio
$1.16M +$1.08M +6,377 New
CFA
889
Cahill Financial Advisors
Minnesota
$1.16M +$27K +159 +3%
CPIA
890
Cornell Pochily Investment Advisors
New York
$1.16M -$6.44K -38 -0.6%
FHB
891
First Hawaiian Bank
Hawaii
$1.16M +$214K +1,261 +25%
CL
892
CPWM LLC
Washington
$1.15M +$11.4K +67 +1%
MYAM
893
Meiji Yasuda Asset Management
Japan
$1.14M -$74.6K -440 -7%
HH
894
HWG Holdings
Texas
$1.14M +$1.06M +6,246 New
KWM
895
Kingsview Wealth Management
Oregon
$1.13M +$190K +1,119 +22%
VBCG
896
Valley Brook Capital Group
Pennsylvania
$1.13M +$1.06M +6,230 New
TSW
897
Thompson Siegel & Walmsley
Virginia
$1.13M -$12.7K -75 -1%
PGAM
898
Princeton Global Asset Management
New Jersey
$1.12M +$33.9K +200 +3%
DLA
899
Douglas Lane & Associates
New York
$1.12M -$63.3K -373 -6%
EH
900
Equitable Holdings
New York
$1.12M +$11.5K +68 +1%
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