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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
901
Burleson & Co
California
$1.62M +$11.1K +53 +0.7%
HA
902
Harfst & Associates
Wyoming
$1.61M +$121K +576 +9%
WP
903
WealthPLAN Partners
Nebraska
$1.61M +$14.3K +68 +0.9%
WIM
904
WealthPlan Investment Management
Nebraska
$1.61M +$1.61M +7,665 New
SFS
905
Strategic Financial Services
New York
$1.61M -$24.5K -117 -2%
BG
906
Bahl & Gaynor
Ohio
$1.61M -$48.7K -232 -3%
LRPA
907
L. Roy Papp & Associates
Arizona
$1.61M +$3.15K +15 +0.2%
CF
908
Centaurus Financial
California
$1.6M +$199K +950 +15%
CW
909
CreativeOne Wealth
Kansas
$1.6M +$760K +3,626 +102%
CSI
910
Cross Staff Investments
New York
$1.6M – – –
TSW
911
Thompson Siegel & Walmsley
Virginia
$1.59M +$198K +943 +15%
OAM
912
Oak Asset Management
California
$1.58M -$1.26K -6 -0.1%
VBCG
913
Valley Brook Capital Group
Pennsylvania
$1.58M +$129K +615 +10%
GCM
914
Gables Capital Management
Florida
$1.57M – – –
MSR
915
Main Street Research
Connecticut
$1.56M -$22.4K -107 -2%
CG
916
Caprock Group
Idaho
$1.56M +$23.1K +110 +2%
IAMOG
917
Investors Asset Management of Georgia
Georgia
$1.56M – – –
CWP
918
Capital Wealth Planning
Florida
$1.56M -$168M -798,899 -99%
CT
919
Coastline Trust
Rhode Island
$1.56M +$18.9K +90 +1%
HSA
920
HBK Sorce Advisory
Pennsylvania
$1.55M -$677K -3,227 -32%
MFG
921
MidWestOne Financial Group
Iowa
$1.54M -$24.5K -117 -2%
GL
922
Graypoint LLC
New York
$1.54M +$343K +1,634 +31%
PA
923
Parallel Advisors
California
$1.54M -$1.68K -8 -0.1%
EIP
924
Epoch Investment Partners
New York
$1.54M +$1.45M +6,896 New
DAM
925
Diamant Asset Management
Connecticut
$1.53M -$62.9K -300 -4%
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38 39