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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RBFC
1001
Roman Butler Fullerton & Co
Missouri
$600K -$417K -2,972 -42%
SFA
1002
Souders Financial Advisors
Ohio
$598K -$8.29K -59 -2%
AIM
1003
Aspen Investment Management
Michigan
$598K – – –
SC
1004
Saybrook Capital
North Carolina
$597K – – –
PAS
1005
Park Avenue Securities
New York
$597K +$123K +874 +28%
ANRIA
1006
American National Registered Investment Advisor
Texas
$590K – – –
OPPTF
1007
OPSEU Pension Plan Trust Fund
Ontario, Canada
$590K +$7.45K +53 +1%
TPWA
1008
TRUE Private Wealth Advisors
Oregon
$588K +$140 +1 +0%
AWA
1009
Arkadios Wealth Advisors
Georgia
$588K +$17K +121 +4%
NNP
1010
Nachman Norwood & Parrott
South Carolina
$584K -$27.7K -197 -5%
BCM
1011
Bluefin Capital Management
New York
$581K – – –
CAI
1012
Capital Advisors Inc
Oklahoma
$579K +$5.9K +42 +1%
TAM
1013
Taurus Asset Management
New York
$578K -$51.3K -365 -9%
AC
1014
Arjuna Capital
North Carolina
$578K +$4.64K +33 +0.9%
SFG
1015
Summit Financial Group
West Virginia
$575K – – –
MOS
1016
MGO One Seven
Ohio
$573K -$53.8K -383 -9%
ST
1017
Sabal Trust
Florida
$570K – – –
WANY
1018
Wealthspire Advisors (New York)
New York
$570K +$4.07K +29 +0.8%
KWMG
1019
King Wealth Management Group
Florida
$566K -$6.18K -44 -1%
HW
1020
Hancock Whitney
Mississippi
$565K -$9.55K -68 -2%
CHA
1021
Carmichael Hill & Associates
Maryland
$565K +$140 +1 +0%
BCB
1022
Brian C. Broderick
$564K -$5.62K -40 -1%
FMLI
1023
Fukoku Mutual Life Insurance
Japan
$564K +$155K +1,100 +41%
HAM
1024
Hammer Asset Management
California
$562K -$288K -2,047 -35%
BHIA
1025
Birch Hill Investment Advisors
Massachusetts
$561K – – –
39 40
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42 43