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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
976
Valley National Advisers
Pennsylvania
$2.28M +$98.3K +276 +4%
C
977
Certuity
Florida
$2.28M +$313K +878 +15%
SIG
978
Sargent Investment Group
Maryland
$2.28M +$140K +394 +6%
BA
979
BCM Advisors
Louisiana
$2.27M -$15K -42 -0.6%
TSWM
980
Triangle Securities Wealth Management
North Carolina
$2.27M +$71.6K +201 +3%
RA
981
RFG Advisory
Alabama
$2.26M +$44.2K +124 +2%
SF
982
Slagle Financial
Illinois
$2.25M -$10.7K -30 -0.4%
DAS
983
DMKC Advisory Services
Iowa
$2.25M -$5.34K -15 -0.2%
SCA
984
STALEY CAPITAL ADVISERS
Pennsylvania
$2.24M – – –
CD
985
Chapin Davis
Maryland
$2.24M -$137K -384 -5%
TWM
986
Trueblood Wealth Management
Ohio
$2.24M +$11.8K +33 +0.5%
TIA
987
Trust Investment Advisors
Indiana
$2.23M -$162K -454 -6%
AIM
988
Aigen Investment Management
New York
$2.21M +$2.39M +6,710 New
AAM
989
AR Asset Management
California
$2.21M – – –
ERIC
990
Eagle Rock Investment Company
Georgia
$2.21M +$276K +775 +13%
GLR
991
Great Lakes Retirement
Ohio
$2.21M +$118K +330 +5%
RAM
992
Redmond Asset Management
Virginia
$2.2M – – –
SCP
993
Stamos Capital Partners
California
$2.19M -$342K -959 -13%
OMIC
994
Old Mission Investment Co
Michigan
$2.19M +$80.1K +225 +4%
GSB
995
Greenfield Savings Bank
Massachusetts
$2.19M +$55.9K +157 +2%
HWMO
996
Heritage Wealth Management (Ohio)
Ohio
$2.19M -$156K -437 -6%
CPA
997
Court Place Advisors
Maryland
$2.19M -$98.3K -276 -4%
SAA
998
Southeast Asset Advisors
Georgia
$2.19M +$1.07M +3,004 +83%
NRG
999
Nemes Rush Group
Michigan
$2.18M -$44.9K -126 -2%
MWM
1000
MFG Wealth Management
Indiana
$2.17M +$80.5K +226 +4%
38 39
40
41 42