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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
1026
Weaver Capital Management
Georgia
$2.07M -$508K -1,465 -19%
ZIG
1027
Zurich Insurance Group
Switzerland
$2.07M – – –
CCA
1028
Checchi Capital Advisers
California
$2.06M -$12.1K -35 -0.6%
DJSG
1029
D.J. St. Germain
Massachusetts
$2.06M -$145K -419 -6%
MC
1030
Mirabaud & Cie
Switzerland
$2.05M -$95.4K -275 -4%
MWM
1031
Mattern Wealth Management
Kansas
$2.05M +$156K +450 +8%
IWS
1032
Insight Wealth Strategies
California
$2.04M +$104K +301 +5%
CT
1033
Coastline Trust
Rhode Island
$2.03M +$5.2K +15 +0.2%
CFM
1034
Catalyst Funds Management
Australia
$2.03M +$2.01M +5,800 +1,933%
EHWM
1035
Eads & Heald Wealth Management
Georgia
$2.03M -$39.2K -113 -2%
SIP
1036
Stoneridge Investment Partners
Pennsylvania
$2.03M +$2.11M +6,091 New
PCG
1037
Prosperity Consulting Group
Maryland
$2.03M -$236K -681 -10%
SPA
1038
Sherbrooke Park Advisers
New York
$2.02M +$1.8M +5,178 +580%
ESB
1039
Essex Savings Bank
Connecticut
$2.02M +$2.08K +6 +0.1%
OPCM
1040
Osborne Partners Capital Management
California
$2.02M -$27.7K -80 -1%
WPW
1041
Watershed Private Wealth
Illinois
$2.01M -$48.2K -139 -2%
BFO
1042
Biltmore Family Office
North Carolina
$2.01M +$565K +1,630 +37%
COA
1043
Crown Oak Advisors
California
$2M – – –
GI
1044
GAMMA Investing
California
$2M +$292K +841 +16%
GWP
1045
Gen-Wealth Partners
Michigan
$1.99M -$70K -202 -3%
SIA
1046
Schear Investment Advisers
Ohio
$1.99M +$161K +465 +8%
VCMGDR
1047
Vinland Capital Management Gestora de Recursos
Brazil
$1.99M +$590K +1,703 +40%
AI
1048
AXS Investments
New York
$1.99M -$59.6K -172 -3%
KMWM
1049
Keudell/Morrison Wealth Management
Oregon
$1.99M – – –
FNBSF
1050
First National Bank Sioux Falls
South Dakota
$1.99M – – –
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