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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NIT
926
NumerixS Investment Technologies
British Columbia, Canada
$690K +$214K +1,611 +45%
CIC
927
Carnegie Investment Counsel
Ohio
$689K -$13.7K -103 -2%
LB
928
Legacy Bridge
Iowa
$688K +$14.6K +110 +2%
KWM
929
Kingsview Wealth Management
Oregon
$688K +$119K +898 +21%
UR
930
USCA RIA
Texas
$684K – – –
NA
931
Navellier & Associates
Nevada
$682K +$669K +5,033 New
BMC
932
Beaton Management Company
Massachusetts
$681K -$26.6K -200 -4%
BFO
933
Biltmore Family Office
North Carolina
$679K – – –
PWAP
934
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$676K +$17.5K +132 +3%
MOS
935
MGO One Seven
Ohio
$676K +$66.8K +503 +11%
B
936
Barings
North Carolina
$675K -$3.09M -23,230 -82%
SIG
937
Sargent Investment Group
Maryland
$674K – – –
IGGA
938
Iron Gate Global Advisors
Utah
$673K +$266 +2 +0%
RWA
939
River Wealth Advisors
Pennsylvania
$673K +$17.3K +130 +3%
CMO
940
Covenant Multifamily Offices
Texas
$673K +$18.2K +137 +3%
MAM
941
Mastrapasqua Asset Management
Tennessee
$671K +$12.6K +95 +2%
CC
942
Cedar Capital
Illinois
$666K +$3.59K +27 +0.6%
WOC
943
West Oak Capital
California
$666K +$41.2K +310 +7%
1IA
944
1834 Investment Advisors
Wisconsin
$665K -$70K -527 -10%
SFA
945
Sequoia Financial Advisors
Ohio
$664K +$291K +2,192 +81%
HFA
946
Huber Financial Advisors
Illinois
$662K +$21.8K +164 +3%
SMC
947
Smith, Moore & Co
Missouri
$659K -$77K -580 -11%
WT
948
Washington Trust
Rhode Island
$659K -$48.7K -367 -7%
MBTD
949
Mechanics Bank - Trust Department
California
$656K – – –
RBFC
950
Roman Butler Fullerton & Co
Missouri
$654K -$264K -1,988 -29%
36 37
38
39 40