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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
976
AXS Investments
New York
$1.76M +$1.06M +3,906 +155%
RPCONE
977
Retirement Planning Company of New England
Rhode Island
$1.75M +$828K +3,054 +91%
WP
978
WealthPLAN Partners
Nebraska
$1.74M +$49.9K +184 +3%
PA
979
Probity Advisors
Texas
$1.74M -$186K -684 -10%
TSW
980
Thompson Siegel & Walmsley
Virginia
$1.74M – – –
IP
981
Intellectus Partners
California
$1.74M -$129K -475 -7%
PIM
982
Penobscot Investment Management
Massachusetts
$1.73M +$231K +850 +15%
OPCM
983
Osborne Partners Capital Management
California
$1.73M -$156K -574 -8%
CAG
984
Csenge Advisory Group
Florida
$1.73M +$687K +2,533 +66%
YIH
985
Y-Intercept (HK)
Hong Kong
$1.73M +$539K +1,986 +46%
CT
986
Coastline Trust
Rhode Island
$1.72M -$9.49K -35 -0.6%
IA
987
Inspire Advisors
Idaho
$1.72M +$1.36K +5 +0.1%
EHWM
988
Eads & Heald Wealth Management
Georgia
$1.72M +$156K +574 +10%
CST
989
Charles Schwab Trust
Nevada
$1.71M +$9.77K +36 +0.6%
OCM
990
Orleans Capital Management
Louisiana
$1.7M +$456K +1,680 +37%
LHC
991
Little House Capital
Massachusetts
$1.7M +$417K +1,537 +33%
VT
992
Vise Technologies
New York
$1.7M -$16K -59 -0.9%
WPW
993
Watershed Private Wealth
Illinois
$1.7M – – –
HTC
994
Haverford Trust Company
Pennsylvania
$1.69M +$2.71K +10 +0.2%
SCM
995
Spreng Capital Management
Ohio
$1.68M -$8.14K -30 -0.5%
GW
996
GW & Wade
Massachusetts
$1.68M +$277K +1,022 +20%
ZF
997
Zhang Financial
Michigan
$1.68M +$109K +402 +7%
LSA
998
Leonteq Securities AG
Switzerland
$1.67M -$135K -499 -8%
FIA
999
Foundations Investment Advisors
Arizona
$1.66M +$255K +939 +18%
AWA
1000
Arkadios Wealth Advisors
Georgia
$1.65M +$210K +774 +15%
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40
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