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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1026
CFM Wealth Partners
Texas
$1.21M +$21K +100 +2%
CL
1027
CPWM LLC
Washington
$1.21M +$33.1K +158 +3%
GA
1028
GoalVest Advisory
New York
$1.2M +$1.13M +5,404 New
RIL
1029
Rothschild Investment LLC
Illinois
$1.2M -$17.8K -85 -2%
GPA
1030
Garrison Point Advisors
California
$1.2M – – –
GLA
1031
Good Life Advisors
Pennsylvania
$1.2M +$74.2K +354 +7%
CFGS
1032
Concourse Financial Group Securities
Alabama
$1.19M -$345K -1,645 -24%
HCM
1033
Howland Capital Management
Massachusetts
$1.19M +$57.5K +274 +5%
AI
1034
AXS Investments
New York
$1.19M -$4.08M -19,464 -78%
BAM
1035
Byrne Asset Management
New Jersey
$1.19M +$90.2K +430 +9%
EP
1036
Edgestream Partners
New Jersey
$1.19M +$722K +3,443 +183%
CS
1037
Comerica Securities
Michigan
$1.18M -$39.2K -187 -3%
PGAM
1038
Princeton Global Asset Management
New Jersey
$1.18M -$110K -525 -9%
HPC
1039
HM Payson & Co
Maine
$1.18M -$18.5K -88 -2%
SCM
1040
SOL Capital Management
Maryland
$1.18M -$41.9K -200 -4%
FWP
1041
FAS Wealth Partners
Kansas
$1.18M +$203K +968 +22%
RGI
1042
River Global Investors
United Kingdom
$1.18M +$417K +1,990 +60%
IFWM
1043
Institute for Wealth Management
Colorado
$1.18M +$20.1K +96 +2%
DAS
1044
Dynamic Advisor Solutions
Arizona
$1.17M +$214K +1,018 +24%
FC
1045
FORA Capital
Florida
$1.16M +$1.09M +5,219 New
ATWA
1046
Arbor Trust Wealth Advisors
Michigan
$1.16M -$78.6K -375 -7%
HIIFS
1047
Harel Insurance Investments & Financial Services
Israel
$1.16M +$502K +2,395 +85%
UBV
1048
United Bank (Virginia)
Virginia
$1.15M -$755K -3,600 -41%
BSA
1049
Braun Stacey Associates
New York
$1.15M -$105K -500 -9%
NFG
1050
Nations Financial Group
Iowa
$1.14M +$43.8K +209 +4%
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