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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
901
Harfst & Associates
Wyoming
$1.61M +$121K +576 +9%
WP
902
WealthPLAN Partners
Nebraska
$1.61M +$14.3K +68 +0.9%
WIM
903
WealthPlan Investment Management
Nebraska
$1.61M +$1.61M +7,665 New
SFS
904
Strategic Financial Services
New York
$1.61M -$24.5K -117 -2%
BG
905
Bahl & Gaynor
Ohio
$1.61M -$48.7K -232 -3%
LRPA
906
L. Roy Papp & Associates
Arizona
$1.61M +$3.15K +15 +0.2%
CF
907
Centaurus Financial
California
$1.6M +$199K +950 +15%
CW
908
CreativeOne Wealth
Kansas
$1.6M +$760K +3,626 +102%
CSI
909
Cross Staff Investments
New York
$1.6M – – –
TSW
910
Thompson Siegel & Walmsley
Virginia
$1.59M +$198K +943 +15%
OAM
911
Oak Asset Management
California
$1.58M -$1.26K -6 -0.1%
VBCG
912
Valley Brook Capital Group
Pennsylvania
$1.58M +$129K +615 +10%
GCM
913
Gables Capital Management
Florida
$1.57M – – –
MSR
914
Main Street Research
Connecticut
$1.56M -$22.4K -107 -2%
CG
915
Caprock Group
Idaho
$1.56M +$23.1K +110 +2%
IAMOG
916
Investors Asset Management of Georgia
Georgia
$1.56M – – –
CWP
917
Capital Wealth Planning
Florida
$1.56M -$168M -798,899 -99%
CT
918
Coastline Trust
Rhode Island
$1.56M +$18.9K +90 +1%
HSA
919
HBK Sorce Advisory
Pennsylvania
$1.55M -$677K -3,227 -32%
MFG
920
MidWestOne Financial Group
Iowa
$1.54M -$24.5K -117 -2%
GL
921
Graypoint LLC
New York
$1.54M +$343K +1,634 +31%
PA
922
Parallel Advisors
California
$1.54M -$1.68K -8 -0.1%
EIP
923
Epoch Investment Partners
New York
$1.54M +$1.45M +6,896 New
DAM
924
Diamant Asset Management
Connecticut
$1.53M -$62.9K -300 -4%
DI
925
DFPG Investments
Utah
$1.53M +$294K +1,404 +27%
35 36
37
38 39