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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
1026
Eagle Rock Investment Company
Georgia
$3.84M – – –
AAM
1027
AR Asset Management
California
$3.84M – – –
HCM
1028
Howland Capital Management
Massachusetts
$3.83M -$22.2K -40 -0.6%
CC
1029
Courier Capital
New York
$3.83M -$67.3K -121 -2%
SSW
1030
Stone Summit Wealth
Florida
$3.82M -$156K -281 -4%
IA
1031
IFC Advisors
California
$3.82M +$691K +1,244 +23%
BB
1032
Berkshire Bank
Massachusetts
$3.81M -$173K -311 -4%
UB
1033
Umpqua Bank
Oregon
$3.8M -$319K -574 -8%
OA
1034
Oxbow Advisors
Texas
$3.79M -$13.3K -24 -0.4%
MLA
1035
MB, Levis & Associates
Pennsylvania
$3.78M -$137K -246 -4%
AP
1036
Advisors Preferred
Maryland
$3.77M – – –
XWM
1037
Xcel Wealth Management
Florida
$3.77M +$17.2K +31 +0.5%
GSB
1038
Greenfield Savings Bank
Massachusetts
$3.76M -$33.3K -60 -0.9%
CPC
1039
CFC Planning Company
Indiana
$3.76M +$140K +251 +4%
SIA
1040
Schear Investment Advisers
Ohio
$3.75M -$219K -394 -6%
CSA
1041
Cottage Street Advisors
Massachusetts
$3.75M -$268K -483 -7%
CGPCS
1042
Capital Group Private Client Services
California
$3.73M +$3.62M +6,512 New
RLH
1043
RD Lewis Holdings
Florida
$3.72M +$12.2K +22 +0.4%
MPA
1044
Marvin & Palmer Associates
Delaware
$3.72M -$305K -548 -8%
JF
1045
Jump Financial
Illinois
$3.71M +$2.45M +4,413 +214%
PTC
1046
Private Trust Company
Ohio
$3.71M +$198K +356 +6%
TC
1047
Tenere Capital
New York
$3.7M +$3.59M +6,451 New
SLI
1048
Sumitomo Life Insurance
Japan
$3.69M +$30.6K +55 +0.9%
SA
1049
Strategic Advisors
New York
$3.69M +$108K +195 +3%
SFP
1050
Shepherd Financial Partners
Massachusetts
$3.69M -$22.8K -41 -0.6%
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