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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SDIC
1001
South Dakota Investment Council
South Dakota
$7.46M – – –
ATC
1002
Adirondack Trust Company
New York
$7.45M -$495K -564 -7%
APP
1003
Avantax Planning Partners
Iowa
$7.43M +$112K +127 +2%
QIM
1004
Quest Investment Management
Oregon
$7.42M – – –
LJCM
1005
Lee Johnson Capital Management
Texas
$7.41M +$114K +130 +2%
FAM
1006
Fulcrum Asset Management
United Kingdom
$7.4M +$6.29M +7,158 New
EPW
1007
Evolve Private Wealth
California
$7.37M -$1.12M -1,277 -16%
FMB
1008
Field & Main Bank
Kentucky
$7.37M -$202K -230 -3%
SFP
1009
Shepherd Financial Partners
Massachusetts
$7.36M +$429K +488 +8%
DWT
1010
Dorsey & Whitney Trust
South Dakota
$7.34M -$73.8K -84 -1%
CFM
1011
Catalyst Funds Management
Australia
$7.33M +$6.04M +6,880 New
AWM
1012
Accurate Wealth Management
Florida
$7.31M -$455K -518 -6%
ABTD
1013
Arvest Bank Trust Division
Oklahoma
$7.3M -$36K -41 -0.6%
BCM
1014
Becker Capital Management
Oregon
$7.29M -$20.2K -23 -0.3%
VCA
1015
Verdence Capital Advisors
Maryland
$7.28M -$753K -857 -11%
FISPB
1016
Fideuram - Intesa Sanpaolo Private Banking
$7.25M +$5.15M +5,862 +618%
SCA
1017
STALEY CAPITAL ADVISERS
Pennsylvania
$7.24M – – –
SIA
1018
Schear Investment Advisers
Ohio
$7.23M +$199K +226 +3%
PDL
1019
Portfolio Design Labs
California
$7.23M +$4.41M +5,019 +284%
HIM
1020
Hillsdale Investment Management
Ontario, Canada
$7.23M +$167K +190 +3%
KA
1021
KLCM Advisors
Wisconsin
$7.23M +$1.76K +2 +0%
CSI
1022
Cross Staff Investments
New York
$7.22M – – –
HCA
1023
Harbor Capital Advisors
Illinois
$7.21M +$39.5K +45 +0.7%
MA
1024
MCF Advisors
Kentucky
$7.17M +$2.42M +2,750 +69%
WAG
1025
Wilkerson Advisory Group
Missouri
$7.16M -$576K -656 -9%
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