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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
876
Rational Advisors
New York
$1.6M +$181K +782 +12%
CIA
877
Cascade Investment Advisors
Oregon
$1.6M -$28.9K -125 -2%
PFO
878
Pathstone Family Office
New Jersey
$1.59M +$962K +4,164 +132%
JF
879
Jump Financial
Illinois
$1.58M -$1.17M -5,071 -41%
IWM
880
IHT Wealth Management
Illinois
$1.58M +$429K +1,858 +34%
AB
881
Atlas Brown
Kentucky
$1.58M -$16.4K -71 -1%
WHG
882
Westwood Holdings Group
Texas
$1.57M +$106K +460 +7%
PT
883
Plimoth Trust
Massachusetts
$1.57M -$15.9K -69 -0.9%
WAP
884
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$9.01K +39 +0.5%
ANB
885
Amarillo National Bank
Texas
$1.56M – – –
CFG
886
Citizens Financial Group
Rhode Island
$1.56M +$7.16K +31 +0.4%
SIP
887
Stoneridge Investment Partners
Pennsylvania
$1.56M +$1.66M +7,175 New
MSAM
888
Moloney Securities Asset Management
Missouri
$1.56M +$19.9K +86 +1%
AHC
889
Adell Harriman & Carpenter
Texas
$1.55M +$69.3K +300 +4%
CCP
890
Corient Capital Partners
California
$1.55M +$180K +778 +12%
OAM
891
Oak Asset Management
California
$1.54M +$1.64M +7,082 New
CFGS
892
Concourse Financial Group Securities
Alabama
$1.54M +$60.7K +263 +4%
HBT
893
Heartland Bank & Trust
Illinois
$1.54M +$1.63M +7,067 New
MFG
894
MidWestOne Financial Group
Iowa
$1.53M – – –
BG
895
Bahl & Gaynor
Ohio
$1.53M -$115K -500 -7%
WWM
896
Western Wealth Management
Colorado
$1.53M +$800K +3,464 +97%
EVC
897
Eidelman Virant Capital
Missouri
$1.52M – – –
IAMOG
898
Investors Asset Management of Georgia
Georgia
$1.52M -$23.1K -100 -1%
MPI
899
Mairs & Power Inc
Minnesota
$1.52M -$731K -3,163 -31%
GEA
900
Glen Eagle Advisors
New Jersey
$1.51M +$569K +2,463 +55%
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