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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1051
CNB Bank
Pennsylvania
$3.65M -$150K -270 -4%
APW
1052
Alliance Private Wealth
Massachusetts
$3.64M +$2.88M +5,182 New
MWM
1053
Massachusetts Wealth Management
Massachusetts
$3.64M -$70K -126 -2%
VRM
1054
Vectors Research Management
New York
$3.64M -$36.7K -66 -1%
CIC
1055
Crawford Investment Counsel
Georgia
$3.62M +$109K +197 +3%
AFG
1056
Allegheny Financial Group
Pennsylvania
$3.61M -$4.45K -8 -0.1%
FSA
1057
Franklin Street Advisors
North Carolina
$3.6M +$122K +220 +4%
XT
1058
XTX Topco
Cayman Islands
$3.59M +$3.48M +6,260 New
NAS
1059
Nicolet Advisory Services
Wisconsin
$3.58M +$419K +754 +15%
HA
1060
Huntleigh Advisors
Missouri
$3.58M +$262K +472 +8%
TSW
1061
Thompson Siegel & Walmsley
Virginia
$3.58M +$55.6K +100 +2%
JCFM
1062
JBR Co Financial Management
Oklahoma
$3.58M -$48.4K -87 -1%
OPCM
1063
Osborne Partners Capital Management
California
$3.58M -$156K -280 -4%
HBT
1064
Heartland Bank & Trust
Illinois
$3.56M -$30.6K -55 -0.9%
HWMO
1065
Heritage Wealth Management (Ohio)
Ohio
$3.56M -$60.6K -109 -2%
VPF
1066
Vantage Point Financial
Illinois
$3.54M +$16.1K +29 +0.5%
IAIM
1067
International Assets Investment Management
Florida
$3.54M -$190K -341 -5%
EWM
1068
EPG Wealth Management
Georgia
$3.52M -$18.3K -33 -0.5%
GP
1069
Gallo Partners
New Jersey
$3.52M -$2.6M -4,686 -43%
BAM
1070
BOS Asset Management
Illinois
$3.51M -$117K -211 -3%
JWA
1071
JFS Wealth Advisors
Pennsylvania
$3.51M -$6.11K -11 -0.2%
FCA
1072
FLC Capital Advisors
California
$3.5M – – –
PRS
1073
Pinkerton Retirement Specialists
Idaho
$3.49M +$3.39M +6,098 New
CWS
1074
Confluence Wealth Services
Pennsylvania
$3.48M +$142K +256 +4%
RBFC
1075
Roman Butler Fullerton & Co
Missouri
$3.47M +$107K +192 +4%
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