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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1001
Panagora Asset Management
Massachusetts
$3.05M -$749K -1,754 -22%
PFBT
1002
Parkside Financial Bank & Trust
Missouri
$3.03M +$13.2K +31 +0.5%
AP
1003
Advisors Preferred
Maryland
$3.03M – – –
BAM
1004
BOS Asset Management
Illinois
$3.03M +$101K +236 +4%
RBFC
1005
Roman Butler Fullerton & Co
Missouri
$3.03M +$141K +331 +7%
JCFM
1006
JBR Co Financial Management
Oklahoma
$3.02M -$67.5K -158 -2%
APP
1007
Avantax Planning Partners
Iowa
$3.02M -$36.7K -86 -1%
RLH
1008
RD Lewis Holdings
Florida
$3.02M +$34.2K +80 +2%
SAM
1009
Smartleaf Asset Management
Massachusetts
$3.02M +$805K +1,885 +42%
HWMO
1010
Heritage Wealth Management (Ohio)
Ohio
$3.02M -$30.3K -71 -1%
HH
1011
Hilltop Holdings
Texas
$3.01M -$494K -1,157 -15%
CPC
1012
CFC Planning Company
Indiana
$3.01M +$142K +333 +6%
AFG
1013
Allegheny Financial Group
Pennsylvania
$3.01M +$484K +1,133 +22%
HBT
1014
Heartland Bank & Trust
Illinois
$2.99M +$1.51M +3,527 +128%
AAIS
1015
ABN AMRO Investment Solutions
$2.98M -$850K -1,990 -24%
SA
1016
Strategic Advisors
New York
$2.98M +$31.2K +73 +1%
EIP
1017
Ellis Investment Partners
Pennsylvania
$2.98M -$33.7K -79 -1%
RWA
1018
River Wealth Advisors
Pennsylvania
$2.97M – – –
MA
1019
MONECO Advisors
Connecticut
$2.95M +$35.9K +84 +1%
EWM
1020
EPG Wealth Management
Georgia
$2.95M +$646K +1,514 +32%
HIM
1021
Hillsdale Investment Management
Ontario, Canada
$2.94M +$610K +1,430 +30%
TSW
1022
Thompson Siegel & Walmsley
Virginia
$2.94M -$1.28K -3 -0%
VPF
1023
Vantage Point Financial
Illinois
$2.93M +$14.1K +33 +0.5%
AG
1024
Ascent Group
Virginia
$2.93M +$1.23M +2,876 +88%
JWA
1025
JFS Wealth Advisors
Pennsylvania
$2.93M +$75.1K +176 +3%
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