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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1076
Shell Asset Management
Netherlands
$1.13M -$2.64M -12,148 -72%
WOC
1077
West Oak Capital
California
$1.13M +$109K +500 +12%
EWM
1078
Empirical Wealth Management
Washington
$1.13M -$62.5K -287 -6%
BJL
1079
Brighton Jones LLC
Washington
$1.12M +$243K +1,116 +31%
NFG
1080
Nations Financial Group
Iowa
$1.11M -$188K -864 -16%
HCM
1081
Hilton Capital Management
New York
$1.11M – – –
ZF
1082
Zhang Financial
Michigan
$1.11M +$304K +1,397 +43%
OCM
1083
Orleans Capital Management
Louisiana
$1.1M +$52.2K +240 +5%
BS
1084
Bessemer Securities
New York
$1.1M – – –
BTWM
1085
Baker Tilly Wealth Management
Wisconsin
$1.1M +$95.4K +438 +11%
PGAM
1086
Princeton Global Asset Management
New Jersey
$1.1M -$50.1K -230 -5%
DIA
1087
Dana Investment Advisors
Wisconsin
$1.1M +$113K +518 +13%
NFA
1088
Northern Financial Advisors
Michigan
$1.09M +$1.09M +4,993 New
BG
1089
Bahl & Gaynor
Ohio
$1.09M +$45.5K +209 +5%
CSB
1090
City State Bank
Iowa
$1.08M -$16.8K -77 -2%
WIS
1091
Wright Investors Service
Connecticut
$1.08M -$65.5K -301 -6%
HI
1092
Harbour Investments
Wisconsin
$1.08M +$138K +635 +16%
WC
1093
Westhampton Capital
North Carolina
$1.08M -$3.27K -15 -0.3%
IGGA
1094
Iron Gate Global Advisors
Utah
$1.08M +$57.5K +264 +6%
CB
1095
Cadence Bank
Mississippi
$1.08M – – –
WEG
1096
World Equity Group
Illinois
$1.08M -$16.5K -76 -2%
AIS
1097
AM Investment Strategies
Tennessee
$1.07M -$1.52K -7 -0.2%
HCA
1098
Heck Capital Advisors
Wisconsin
$1.07M +$7.62K +35 +0.8%
WWM
1099
Windsor Wealth Management
Indiana
$1.07M +$1.31K +6 +0.1%
SS
1100
Simplicity Solutions
Minnesota
$1.07M +$122K +562 +14%
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