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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
901
Diamant Asset Management
Connecticut
$1.3M +$1.41M +6,755 New
SMC
902
Smith, Moore & Co
Missouri
$1.3M +$209K +1,003 +17%
CPIA
903
Cornell Pochily Investment Advisors
New York
$1.29M -$20.6K -99 -1%
WHG
904
Westwood Holdings Group
Texas
$1.29M -$103K -496 -7%
DWA
905
Delos Wealth Advisors
Texas
$1.29M +$447K +2,148 +47%
CT
906
Clearstead Trust
Maine
$1.28M +$471K +2,262 +51%
ESB
907
Essex Savings Bank
Connecticut
$1.28M +$21.7K +104 +2%
HA
908
Harfst & Associates
Wyoming
$1.28M +$70.4K +338 +5%
FA
909
FMA Advisory
Pennsylvania
$1.28M -$152K -730 -10%
GVAG
910
Great Valley Advisor Group
Delaware
$1.28M -$1.88M -9,012 -58%
PA
911
Parallel Advisors
California
$1.27M +$18.7K +90 +1%
LB
912
Legacy Bridge
Iowa
$1.27M +$25.4K +122 +2%
FBC
913
Fairfield, Bush & Co
Connecticut
$1.27M +$125K +600 +10%
FMLI
914
Fukoku Mutual Life Insurance
Japan
$1.27M +$591K +2,840 +75%
WAM
915
Weatherly Asset Management
California
$1.27M +$192K +922 +16%
HKAM
916
Horizon Kinetics Asset Management
New York
$1.27M -$70.8K -340 -5%
TIA
917
Tiemann Investment Advisors
California
$1.26M -$3.12K -15 -0.2%
TWI
918
Thomas White International
Illinois
$1.26M – – –
PAM
919
Private Asset Management
California
$1.25M +$256K +1,230 +23%
PA
920
Procyon Advisors
Connecticut
$1.25M +$44.8K +215 +3%
SAM
921
Sequent Asset Management
Texas
$1.25M -$12.1K -58 -0.9%
FSA
922
Franklin Street Advisors
North Carolina
$1.25M – – –
CFGS
923
Concourse Financial Group Securities
Alabama
$1.24M -$129K -619 -9%
CAAS
924
Capital Asset Advisory Services
Michigan
$1.24M -$68.7K -330 -5%
FPCP
925
Fort Point Capital Partners
California
$1.23M +$525K +2,522 +65%
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