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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
951
Park National Corp
Ohio
$3.43M -$112K -263 -4%
AWA
952
Arete Wealth Advisors
Illinois
$3.43M +$90.5K +212 +3%
CCMT
953
CMT Capital Markets Trading
Germany
$3.42M +$3.06M +7,157 New
SIG
954
Sargent Investment Group
Maryland
$3.41M +$75.1K +176 +3%
CSI
955
Cross Staff Investments
New York
$3.37M – – –
CSA
956
Cottage Street Advisors
Massachusetts
$3.36M +$563K +1,319 +23%
CPL
957
Capital & Planning LLC
Georgia
$3.36M -$3.42K -8 -0.1%
HAI
958
Hennessy Advisors Inc
California
$3.34M +$42.7K +100 +1%
TSWM
959
Triangle Securities Wealth Management
North Carolina
$3.33M +$353K +826 +13%
NW
960
NewEdge Wealth
Pennsylvania
$3.33M +$114K +266 +5%
QIM
961
Quest Investment Management
Oregon
$3.32M – – –
BB
962
Berkshire Bank
Massachusetts
$3.32M -$123K -288 -4%
SSW
963
Stone Summit Wealth
Florida
$3.32M -$96.5K -226 -3%
SIA
964
Schear Investment Advisers
Ohio
$3.32M +$18.8K +44 +0.6%
WC
965
Westerkirk Capital
$3.3M -$125K -292 -4%
BIG
966
Brooklyn Investment Group
New York
$3.3M -$65.7K -154 -2%
BCM
967
Becker Capital Management
Oregon
$3.3M -$18.8K -44 -0.6%
MWM
968
Modera Wealth Management
New Jersey
$3.3M -$17.1K -40 -0.6%
NRG
969
Nemes Rush Group
Michigan
$3.29M -$12.8K -30 -0.4%
SC
970
Syon Capital
California
$3.29M +$198K +464 +7%
GIP
971
Granite Investment Partners
California
$3.29M +$783K +1,835 +36%
FWM
972
Forefront Wealth Management
Pennsylvania
$3.27M -$76.4K -179 -3%
MLA
973
MB, Levis & Associates
Pennsylvania
$3.26M -$376K -881 -11%
CWAG
974
Compton Wealth Advisory Group
Virginia
$3.25M +$118K +277 +4%
CC
975
Courier Capital
New York
$3.25M +$1.03M +2,410 +55%
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