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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
901
Burney Company
Virginia
$9.32M -$228K -260 -3%
LBC
902
Lowe Brockenbrough & Co
Virginia
$9.29M -$1.62M -1,844 -17%
OAJ
903
Ogorek Anthony Joseph
New York
$9.28M -$1.71M -1,949 -18%
ALAM
904
Asahi Life Asset Management
Japan
$9.27M -$339K -386 -4%
TW
905
Titan Wealth
$9.26M -$878K -1,000 -10%
FIA
906
Foundations Investment Advisors
Arizona
$9.26M +$879K +1,001 +13%
PA
907
Profund Advisors
Maryland
$9.22M -$27.2K -31 -0.4%
VCM
908
Viewpoint Capital Management
Washington
$9.21M -$3.65M -4,151 -32%
CA
909
Cumberland Advisors
Florida
$9.2M -$755K -860 -9%
AFAS
910
Acorn Financial Advisory Services
Virginia
$9.18M +$7.26M +8,262 +2,314%
CGPCS
911
Capital Group Private Client Services
California
$9.18M +$1.71M +1,948 +29%
EWM
912
Evercore Wealth Management
New York
$9.14M -$270K -307 -3%
FFA
913
Fairfield Financial Advisors
Massachusetts
$9.13M +$414K +471 +6%
CIG
914
Cullen Investment Group
Louisiana
$9.12M -$25.5K -29 -0.3%
PAM
915
Palisade Asset Management
Minnesota
$9.01M -$81.7K -93 -1%
HFM
916
Hartford Financial Management
Connecticut
$9M -$429K -488 -5%
MCM
917
Mill Capital Management
North Carolina
$8.95M -$43.9K -50 -0.6%
CA
918
Clune & Associates
Illinois
$8.92M -$19.3K -22 -0.3%
MMG
919
Monetary Management Group
Missouri
$8.92M +$558K +635 +8%
BFA
920
Brendel Financial Advisors
New Hampshire
$8.9M -$276K -314 -4%
WANY
921
Wealthspire Advisors (New York)
New York
$8.88M +$1.51M +1,714 +26%
BIM
922
Baldwin Investment Management
Pennsylvania
$8.87M +$252K +287 +4%
PPW
923
Parcion Private Wealth
Washington
$8.85M -$23.7K -27 -0.3%
PWMAG
924
Pinnacle Wealth Management Advisory Group
New Jersey
$8.78M +$450K +512 +7%
UCMOK
925
United Capital Management of KS
Kansas
$8.77M -$177K -202 -2%
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37
38 39