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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1001
Aureus Asset Management
Massachusetts
$904K +$548 +3 +0.1%
MHS
1002
M Holdings Securities
Oregon
$902K +$8.77K +48 +0.9%
VST
1003
Van Strum & Towne
California
$901K – – –
CIA
1004
Cladis Investment Advisory
Montana
$900K +$27.4K +150 +3%
NCGI
1005
Next Century Growth Investors
Minnesota
$899K +$6.58K +36 +0.7%
ATWA
1006
Arbor Trust Wealth Advisors
Michigan
$897K -$50.2K -275 -5%
HT
1007
HighTower Trust
Texas
$897K +$998K +5,465 New
CS
1008
Comerica Securities
Michigan
$896K -$26.7K -146 -3%
QI
1009
Qtron Investments
Massachusetts
$896K – – –
BAM
1010
Byrne Asset Management
New Jersey
$895K +$24.7K +135 +3%
EB
1011
Eastern Bank
Massachusetts
$894K – – –
RCM
1012
RNC Capital Management
California
$892K -$157K -859 -14%
DAS
1013
Dynamic Advisor Solutions
Arizona
$891K +$43.1K +236 +5%
GC
1014
Gilbert & Cook
Iowa
$884K +$8.95K +49 +1%
GPA
1015
Garrison Point Advisors
California
$881K – – –
SFG
1016
SevenBridge Financial Group
Pennsylvania
$877K +$82K +449 +9%
CFGS
1017
Concourse Financial Group Securities
Alabama
$876K -$13.7K -75 -1%
WFM
1018
Wolff Financial Management
Michigan
$875K -$5.12K -28 -0.5%
AW
1019
Alaethes Wealth
Nevada
$869K +$51.3K +281 +6%
SCM
1020
SOL Capital Management
Maryland
$867K – – –
IFWM
1021
Institute for Wealth Management
Colorado
$866K -$1.28K -7 -0.1%
GIP
1022
Granite Investment Partners
California
$866K +$325K +1,777 +51%
CBT
1023
CoreFirst Bank & Trust
Kansas
$863K +$12.6K +69 +1%
SIA
1024
Schechter Investment Advisors
Michigan
$861K -$227K -1,242 -19%
PA
1025
PSI Advisors
Florida
$859K -$9.5K -52 -1%
39 40
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