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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HIIFS
1001
Harel Insurance Investments & Financial Services
Israel
$979K -$1.38M -6,608 -56%
SCM
1002
Schnieders Capital Management
California
$977K -$38.1K -183 -3%
TMAM
1003
Tokio Marine Asset Management
Japan
$964K -$136K -651 -11%
HA
1004
HYA Advisors
Missouri
$964K +$26.7K +128 +3%
GL
1005
Graypoint LLC
New York
$959K +$11.7K +56 +1%
HCA
1006
Heck Capital Advisors
Wisconsin
$945K -$10.6K -51 -1%
RWM
1007
Ritholtz Wealth Management
New York
$942K -$6.04K -29 -0.6%
ACWM
1008
Adams Chetwood Wealth Management
North Carolina
$937K – – –
CBT
1009
CoreFirst Bank & Trust
Kansas
$936K – – –
MFG
1010
Menard Financial Group
Texas
$935K +$141K +676 +16%
LWAM
1011
Legacy Wealth Asset Management
Minnesota
$934K +$4.17K +20 +0.4%
LWAC
1012
Laurel Wealth Advisors (California)
California
$932K +$234K +1,126 +30%
RCM
1013
RNC Capital Management
California
$931K +$64.6K +310 +7%
NQWM
1014
Northwest Quadrant Wealth Management
Oregon
$930K -$11.9K -57 -1%
RA
1015
RFG Advisory
Alabama
$930K -$9.37K -45 -0.9%
IHL
1016
Investment House LLC
California
$927K -$266K -1,278 -21%
ISL
1017
Ingalls & Snyder LLC
New York
$927K -$86.4K -415 -8%
SFG
1018
Summit Financial Group
West Virginia
$924K -$9.37K -45 -0.9%
PIMG
1019
Patriot Investment Management Group
Tennessee
$924K +$25.2K +121 +3%
FF
1020
FourThought Financial
Florida
$921K -$16.2K -78 -2%
JSC
1021
Jackson Square Capital
California
$920K -$139K -667 -12%
FANJ
1022
Financial Architects (New Jersey)
New Jersey
$908K -$202K -970 -17%
GC
1023
Garde Capital
Washington
$907K – – –
EIA
1024
Eldridge Investment Advisors
New Hampshire
$905K – – –
SIM
1025
Sonora Investment Management
Arizona
$904K +$68.9K +331 +8%
39 40
41
42 43