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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
901
Titan Wealth
$9.26M -$878K -1,000 -10%
FIA
902
Foundations Investment Advisors
Arizona
$9.26M +$879K +1,001 +13%
PA
903
Profund Advisors
Maryland
$9.22M -$27.2K -31 -0.4%
VCM
904
Viewpoint Capital Management
Washington
$9.21M -$3.65M -4,151 -32%
CA
905
Cumberland Advisors
Florida
$9.2M -$755K -860 -9%
AFAS
906
Acorn Financial Advisory Services
Virginia
$9.18M +$7.26M +8,262 +2,314%
CGPCS
907
Capital Group Private Client Services
California
$9.18M +$1.71M +1,948 +29%
EWM
908
Evercore Wealth Management
New York
$9.14M -$270K -307 -3%
FFA
909
Fairfield Financial Advisors
Massachusetts
$9.13M +$414K +471 +6%
CIG
910
Cullen Investment Group
Louisiana
$9.12M -$25.5K -29 -0.3%
PAM
911
Palisade Asset Management
Minnesota
$9.01M -$81.7K -93 -1%
HFM
912
Hartford Financial Management
Connecticut
$9M -$429K -488 -5%
MCM
913
Mill Capital Management
North Carolina
$8.95M -$43.9K -50 -0.6%
CA
914
Clune & Associates
Illinois
$8.92M -$19.3K -22 -0.3%
MMG
915
Monetary Management Group
Missouri
$8.92M +$558K +635 +8%
BFA
916
Brendel Financial Advisors
New Hampshire
$8.9M -$276K -314 -4%
WANY
917
Wealthspire Advisors (New York)
New York
$8.88M +$1.51M +1,714 +26%
BIM
918
Baldwin Investment Management
Pennsylvania
$8.87M +$252K +287 +4%
PPW
919
Parcion Private Wealth
Washington
$8.85M -$23.7K -27 -0.3%
PWMAG
920
Pinnacle Wealth Management Advisory Group
New Jersey
$8.78M +$450K +512 +7%
UCMOK
921
United Capital Management of KS
Kansas
$8.77M -$177K -202 -2%
NA
922
Nordwand Advisors
Pennsylvania
$8.76M -$365K -415 -5%
HSA
923
HBK Sorce Advisory
Pennsylvania
$8.75M -$26.4K -30 -0.3%
LOIM
924
Liberty One Investment Management
Illinois
$8.73M -$2.77M -3,157 -28%
CWG
925
Cornerstone Wealth Group
North Carolina
$8.72M -$333K -379 -4%
35 36
37
38 39