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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LRPA
901
L. Roy Papp & Associates
Arizona
$1.49M -$406K -2,015 -22%
DAM
902
Diamant Asset Management
Connecticut
$1.48M +$84.6K +420 +6%
CSI
903
Cross Staff Investments
New York
$1.48M +$1.44M +7,163 New
UCB
904
United Community Bank
South Carolina
$1.48M +$1.44M +7,150 New
MSR
905
Main Street Research
Connecticut
$1.47M -$14.5K -72 -1%
SIA
906
Schechter Investment Advisors
Michigan
$1.47M +$1.43M +7,090 New
OAM
907
Oak Asset Management
California
$1.46M – – –
DMBA
908
Deseret Mutual Benefit Administrators
Utah
$1.46M +$29K +144 +2%
WI
909
Wintrust Investments
Illinois
$1.46M +$390K +1,936 +35%
GCM
910
Gables Capital Management
Florida
$1.46M -$88.6K -440 -6%
MFG
911
MidWestOne Financial Group
Iowa
$1.46M +$204K +1,015 +17%
IAMOG
912
Investors Asset Management of Georgia
Georgia
$1.45M +$5.03K +25 +0.4%
CFGS
913
Concourse Financial Group Securities
Alabama
$1.45M +$109K +541 +8%
WA
914
WBH Advisory
Maryland
$1.44M -$17.5K -87 -1%
HWM
915
Horizon Wealth Management
Illinois
$1.44M +$1.4M +6,949 New
TU
916
TDAM USA
Ontario, Canada
$1.43M -$121K -602 -8%
MGIA
917
Moneta Group Investment Advisors
Missouri
$1.43M -$34.6K -172 -2%
CT
918
Coastline Trust
Rhode Island
$1.43M +$5.03K +25 +0.4%
MWM
919
Modera Wealth Management
New Jersey
$1.43M +$1.06M +5,265 +321%
CG
920
Caprock Group
Idaho
$1.43M +$172K +856 +14%
VI
921
Versor Investments
New York
$1.43M +$971K +4,824 +232%
PA
922
Parallel Advisors
California
$1.43M +$51.3K +255 +4%
DWA
923
Delos Wealth Advisors
Texas
$1.43M +$33.8K +168 +2%
SC
924
Siena Capital
Ohio
$1.42M +$1.39M +6,881 New
CWS
925
Confluence Wealth Services
Pennsylvania
$1.42M +$1.38M +6,849 New
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