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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
951
Capital Asset Advisory Services
Michigan
$8.28M -$107K -122 -2%
1SB
952
1ST Source Bank
Indiana
$8.27M -$1.41M -1,610 -17%
WWM
953
Western Wealth Management
Colorado
$8.26M +$346K +394 +5%
CAMG
954
CWA Asset Management Group
Florida
$8.23M -$312K -355 -4%
VBCG
955
Valley Brook Capital Group
Pennsylvania
$8.22M +$116K +132 +2%
PIA
956
Petredis Investment Advisors
Pennsylvania
$8.22M -$8.79K -10 -0.1%
OC
957
Oarsman Capital
Wisconsin
$8.18M -$37.8K -43 -0.6%
LB
958
Legacy Bridge
Iowa
$8.18M +$8.79K +10 +0.1%
GIA
959
Gladstone Institutional Advisory
Florida
$8.17M -$294K -335 -4%
MYIA
960
Mount Yale Investment Advisors
Colorado
$8.16M +$958K +1,090 +17%
AF
961
Alerus Financial
North Dakota
$8.11M -$922K -1,049 -12%
AWM
962
Avior Wealth Management
Nebraska
$8.03M -$2.27M -2,588 -26%
SAM
963
Smartleaf Asset Management
Massachusetts
$8.01M – – –
PVI
964
Pine Valley Investments
New Jersey
$8.01M +$168K +191 +3%
HDIM
965
Hanson & Doremus Investment Management
Vermont
$8M -$65K -74 -1%
SI
966
Sava Infond
Slovenia
$7.99M +$3.29M +3,750 +100%
OPA
967
Old Port Advisors
Maine
$7.98M +$60.6K +69 +0.9%
EB
968
Exchange Bank
California
$7.96M – – –
MWM
969
Modera Wealth Management
New Jersey
$7.93M +$427K +486 +7%
IAMOG
970
Investors Asset Management of Georgia
Georgia
$7.93M -$191K -217 -3%
PF
971
Phoenix Financial
Israel
$7.91M -$336K -383 -5%
HA
972
Huntleigh Advisors
Missouri
$7.89M +$478K +544 +8%
ECM
973
Evergreen Capital Management
Washington
$7.86M -$405K -461 -6%
BCM
974
Boltwood Capital Management
California
$7.84M -$186K -212 -3%
BA
975
Bridgewater Associates
Connecticut
$7.8M -$66M -75,173 -91%
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