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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
901
CWA Asset Management Group
Florida
$3.25M -$1.79M -5,357 -39%
DWP
902
Daymark Wealth Partners
Ohio
$3.24M -$34.3K -103 -1%
RSA
903
River Street Advisors
Illinois
$3.23M -$68K -204 -2%
RCM
904
Radnor Capital Management
Pennsylvania
$3.23M – – –
SFO
905
Stenger Family Office
Illinois
$3.22M +$2.47M +7,411 New
PIM
906
Penobscot Investment Management
Massachusetts
$3.2M -$220K -660 -7%
FIA
907
Foundations Investment Advisors
Arizona
$3.2M -$197K -591 -7%
AAIS
908
ABN AMRO Investment Solutions
$3.2M -$107K -322 -4%
MCM
909
Mainstay Capital Management
Michigan
$3.2M +$1.4M +4,199 +104%
HI
910
Hudock Inc
Pennsylvania
$3.19M +$2K +6 +0.1%
MMG
911
Monetary Management Group
Missouri
$3.19M – – –
BCM
912
Boltwood Capital Management
California
$3.19M +$5.33K +16 +0.2%
PAM
913
Panagora Asset Management
Massachusetts
$3.16M -$6.48M -19,439 -70%
FWM
914
Focused Wealth Management
New York
$3.16M +$57K +171 +2%
BT
915
Banque Transatlantique
France
$3.14M +$173K +519 +7%
LSA
916
L & S Advisors
California
$3.12M -$1.48M -4,444 -36%
RA
917
RFG Advisory
Alabama
$3.11M +$380K +1,141 +17%
MFG
918
MidWestOne Financial Group
Iowa
$3.1M – – –
PVI
919
Pine Valley Investments
New Jersey
$3.1M +$112K +335 +4%
PIA
920
Petredis Investment Advisors
Pennsylvania
$3.09M +$29.3K +88 +1%
ATC
921
Adirondack Trust Company
New York
$3.07M -$13.7K -41 -0.5%
PF
922
Phoenix Financial
Israel
$3.06M +$890K +2,671 +50%
FIM
923
Fruth Investment Management
Texas
$3.06M -$6.67K -20 -0.3%
LIM
924
Loudon Investment Management
New Hampshire
$3.06M -$4K -12 -0.2%
WPC
925
Wedmont Private Capital
Pennsylvania
$3.05M +$142K +425 +6%
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38 39