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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
926
Argus Investors Counsel
New York
$1.73M +$40.1K +180 +3%
RWM
927
Ritholtz Wealth Management
New York
$1.73M +$67.6K +303 +4%
WBCM
928
Wilson & Boucher Capital Management
California
$1.72M – – –
LB
929
Legacy Bridge
Iowa
$1.72M +$52.4K +235 +3%
LRPA
930
L. Roy Papp & Associates
Arizona
$1.71M -$55.3K -248 -3%
RT
931
Rockland Trust
Massachusetts
$1.71M +$33.7K +151 +2%
ANTB
932
AMG National Trust Bank
Colorado
$1.71M -$49.7K -223 -3%
OPCM
933
Osborne Partners Capital Management
California
$1.7M -$18.1K -81 -1%
PA
934
Parallel Advisors
California
$1.7M -$95K -426 -6%
ATWA
935
Arbor Trust Wealth Advisors
Michigan
$1.7M +$80.3K +360 +5%
OC
936
Oarsman Capital
Wisconsin
$1.7M -$45.5K -204 -3%
NRG
937
Nemes Rush Group
Michigan
$1.69M +$1.53M +6,864 New
IP
938
Intellectus Partners
California
$1.68M -$39.2K -176 -3%
OAM
939
Oak Asset Management
California
$1.68M -$24.5K -110 -2%
WWM
940
Western Wealth Management
Colorado
$1.67M +$109K +490 +8%
SCA
941
STALEY CAPITAL ADVISERS
Pennsylvania
$1.67M – – –
XF
942
XML Financial
Maryland
$1.67M +$98.8K +443 +7%
TPCW
943
TD Private Client Wealth
New York
$1.67M -$187K -838 -11%
HCM
944
Hilton Capital Management
New York
$1.67M – – –
CGL
945
Clarius Group LLC
Washington
$1.67M -$20.7K -93 -1%
APP
946
Avantax Planning Partners
Iowa
$1.65M -$71.1K -319 -5%
CFG
947
Citizens Financial Group
Rhode Island
$1.65M -$169K -756 -10%
AAM
948
AR Asset Management
California
$1.65M – – –
TFA
949
Transamerica Financial Advisors
Florida
$1.65M +$1.56K +7 +0.1%
OIA
950
OneDigital Investment Advisors
Kansas
$1.64M -$117K -523 -7%
36 37
38
39 40