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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
951
Stonebridge Capital Management
California
$8.36M -$1.6M -1,823 -19%
GCM
952
Graham Capital Management
Connecticut
$8.33M +$1.34M +1,524 +24%
GIP
953
Granite Investment Partners
California
$8.33M +$119K +135 +2%
CPIA
954
Cornell Pochily Investment Advisors
New York
$8.31M -$353K -402 -5%
CAAS
955
Capital Asset Advisory Services
Michigan
$8.28M -$107K -122 -2%
1SB
956
1ST Source Bank
Indiana
$8.27M -$1.41M -1,610 -17%
WWM
957
Western Wealth Management
Colorado
$8.26M +$346K +394 +5%
CAMG
958
CWA Asset Management Group
Florida
$8.23M -$312K -355 -4%
VBCG
959
Valley Brook Capital Group
Pennsylvania
$8.22M +$116K +132 +2%
PIA
960
Petredis Investment Advisors
Pennsylvania
$8.22M -$8.79K -10 -0.1%
OC
961
Oarsman Capital
Wisconsin
$8.18M -$37.8K -43 -0.6%
LB
962
Legacy Bridge
Iowa
$8.18M +$8.79K +10 +0.1%
GIA
963
Gladstone Institutional Advisory
Florida
$8.17M -$294K -335 -4%
MYIA
964
Mount Yale Investment Advisors
Colorado
$8.16M +$958K +1,090 +17%
AF
965
Alerus Financial
North Dakota
$8.11M -$922K -1,049 -12%
AWM
966
Avior Wealth Management
Nebraska
$8.03M -$2.27M -2,588 -26%
SAM
967
Smartleaf Asset Management
Massachusetts
$8.01M – – –
PVI
968
Pine Valley Investments
New Jersey
$8.01M +$168K +191 +3%
HDIM
969
Hanson & Doremus Investment Management
Vermont
$8M -$65K -74 -1%
SI
970
Sava Infond
Slovenia
$7.99M +$3.29M +3,750 +100%
OPA
971
Old Port Advisors
Maine
$7.98M +$60.6K +69 +0.9%
EB
972
Exchange Bank
California
$7.96M – – –
MWM
973
Modera Wealth Management
New Jersey
$7.93M +$427K +486 +7%
IAMOG
974
Investors Asset Management of Georgia
Georgia
$7.93M -$191K -217 -3%
PF
975
Phoenix Financial
Israel
$7.91M -$336K -383 -5%
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