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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
976
STALEY CAPITAL ADVISERS
Pennsylvania
$2.27M -$4.85K -14 -0.2%
NS
977
NBC Securities
Alabama
$2.26M +$139K +401 +6%
HCM
978
Hilton Capital Management
New York
$2.26M – – –
JF
979
Jump Financial
Illinois
$2.26M -$757K -2,182 -24%
WI
980
Wintrust Investments
Illinois
$2.24M -$60K -173 -3%
ATWA
981
Arbor Trust Wealth Advisors
Michigan
$2.24M +$18.4K +53 +0.8%
AWA
982
Arete Wealth Advisors
Illinois
$2.24M +$2.34M +6,751 New
IIA
983
IPG Investment Advisors
California
$2.23M +$675K +1,947 +41%
AAM
984
AR Asset Management
California
$2.23M – – –
MWM
985
Mission Wealth Management
California
$2.22M +$164K +472 +8%
AC
986
AXQ Capital
New Jersey
$2.22M +$2.31M +6,676 New
RA
987
RFG Advisory
Alabama
$2.22M -$44.7K -129 -2%
GSB
988
Greenfield Savings Bank
Massachusetts
$2.21M +$38.8K +112 +2%
NRG
989
Nemes Rush Group
Michigan
$2.21M -$20.1K -58 -0.9%
TWM
990
Trueblood Wealth Management
Ohio
$2.2M -$10.1K -29 -0.4%
RMC
991
Resources Management Corp
Connecticut
$2.2M – – –
QCG
992
Quadrant Capital Group
Ohio
$2.19M +$98.5K +284 +5%
IA
993
Inspire Advisors
Idaho
$2.19M -$88.1K -254 -4%
OAM
994
Oak Asset Management
California
$2.19M -$26K -75 -1%
AIA
995
Affinity Investment Advisors
California
$2.19M +$30.2K +87 +1%
BJL
996
Brighton Jones LLC
Washington
$2.18M +$54.8K +158 +2%
SIG
997
Stonegate Investment Group
Alabama
$2.16M +$173K +498 +8%
HKAM
998
Horizon Kinetics Asset Management
New York
$2.16M -$69.3K -200 -3%
VWM
999
Vivid Wealth Management
Iowa
$2.14M +$715K +2,062 +47%
DT
1000
Diversified Trust
Tennessee
$2.14M -$151K -436 -6%
38 39
40
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