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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
901
Oxbow Advisors
Texas
$2.69M +$35.4K +102 +1%
MLA
902
MB, Levis & Associates
Pennsylvania
$2.68M -$12.8K -37 -0.5%
FCP
903
Fidelis Capital Partners
Florida
$2.68M +$692K +1,997 +32%
VSQM
904
V-Square Quantitative Management
Illinois
$2.68M -$149K -430 -5%
FCA
905
FLC Capital Advisors
California
$2.68M -$6.93K -20 -0.2%
MMHP
906
Murphy Middleton Hinkle & Parker
Georgia
$2.67M -$114K -330 -4%
BB
907
Berkshire Bank
Massachusetts
$2.67M -$131K -377 -4%
BHC
908
Bowen Hanes & Co
Florida
$2.67M -$6.93K -20 -0.2%
CK
909
Cohen Klingenstein
New York
$2.66M – – –
LA
910
Lifeworks Advisors
Michigan
$2.66M +$432K +1,245 +18%
PA
911
Parallel Advisors
California
$2.66M -$71.1K -205 -3%
CPA
912
Court Place Advisors
Maryland
$2.65M -$34.3K -99 -1%
PTC
913
Private Trust Company
Ohio
$2.65M -$950K -2,740 -26%
TL
914
Tradewinds LLC
North Carolina
$2.65M +$2.76M +7,949 New
SRA
915
Secured Retirement Advisors
Minnesota
$2.65M +$206K +595 +8%
FIM
916
Fruth Investment Management
Texas
$2.64M -$38.1K -110 -1%
MFG
917
MidWestOne Financial Group
Iowa
$2.64M -$13.5K -39 -0.5%
IP
918
Ignite Planners
California
$2.63M -$60.3K -174 -2%
EIP
919
Ellis Investment Partners
Pennsylvania
$2.61M -$320K -923 -11%
GFA
920
Gifford Fong Associates
California
$2.6M – – –
FMB
921
Field & Main Bank
Kentucky
$2.59M +$12.8K +37 +0.5%
IAMOG
922
Investors Asset Management of Georgia
Georgia
$2.59M – – –
CAAS
923
Capital Asset Advisory Services
Michigan
$2.58M -$103K -296 -4%
MWM
924
Modern Wealth Management
Kansas
$2.57M +$70.4K +203 +3%
VBCG
925
Valley Brook Capital Group
Pennsylvania
$2.54M +$6.93K +20 +0.3%
35 36
37
38 39