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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
976
Schear Investment Advisers
Ohio
$2.59M +$223K +647 +11%
BG
977
BDF Gestion
France
$2.59M – – –
AWA
978
Arete Wealth Advisors
Illinois
$2.58M -$44.5K -129 -2%
SF
979
Slagle Financial
Illinois
$2.58M +$114K +331 +5%
RMC
980
Resources Management Corp
Connecticut
$2.58M – – –
ANTB
981
AMG National Trust Bank
Colorado
$2.58M -$904K -2,619 -28%
VNA
982
Valley National Advisers
Pennsylvania
$2.57M +$1.77M +5,114 +348%
ITIM
983
Indiana Trust & Investment Management
Indiana
$2.57M +$378K +1,094 +20%
SIG
984
Stonegate Investment Group
Alabama
$2.57M +$28K +81 +1%
TWM
985
Trueblood Wealth Management
Ohio
$2.56M -$14.5K -42 -0.6%
HI
986
Harbour Investments
Wisconsin
$2.56M +$62.9K +182 +3%
GSB
987
Greenfield Savings Bank
Massachusetts
$2.56M -$34.2K -99 -1%
AIA
988
Affinity Investment Advisors
California
$2.55M -$12.4K -36 -0.5%
VWM
989
Vivid Wealth Management
Iowa
$2.55M +$29.7K +86 +1%
PWM
990
Pinnacle Wealth Management
California
$2.55M -$276K -799 -11%
NS
991
NBC Securities
Alabama
$2.55M -$97.4K -282 -4%
RA
992
RFG Advisory
Alabama
$2.54M -$50.8K -147 -2%
APP
993
Avantax Planning Partners
Iowa
$2.54M -$131K -379 -6%
MWM
994
Massachusetts Wealth Management
Massachusetts
$2.53M +$27.6K +80 +1%
FWM
995
Fairhaven Wealth Management
Illinois
$2.52M +$54.2K +157 +2%
DJSG
996
D.J. St. Germain
Massachusetts
$2.52M +$86.3K +250 +4%
CIA
997
Cascade Investment Advisors
Oregon
$2.51M +$1.73K +5 +0.1%
CAM
998
ClariVest Asset Management
California
$2.5M – – –
CT
999
Coastline Trust
Rhode Island
$2.49M +$93.6K +271 +4%
PCTC
1000
Perkins Coie Trust Company
Washington
$2.49M +$28.7K +83 +1%
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40
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