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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWIM
1101
Old West Investment Management
California
$1.07M – – –
CIAS
1102
Capital Investment Advisory Services
North Carolina
$1.06M -$24.4K -112 -2%
FFM
1103
Forum Financial Management
Illinois
$1.06M -$1.09K -5 -0.1%
CIA
1104
Choate Investment Advisors
Massachusetts
$1.06M -$10.9K -50 -1%
OIA
1105
Optimum Investment Advisors
Illinois
$1.06M -$21.8K -100 -2%
HFA
1106
High Falls Advisors
New York
$1.06M +$1.09K +5 +0.1%
CA
1107
CoreCap Advisors
Michigan
$1.06M -$107K -493 -10%
WANY
1108
Wealthspire Advisors (New York)
New York
$1.05M +$419K +1,924 +78%
AWA
1109
Acorn Wealth Advisors
Michigan
$1.05M +$7.18K +33 +0.8%
EIP
1110
Epoch Investment Partners
New York
$1.05M -$96.9K -445 -9%
LTI
1111
Laffer Tengler Investments
Tennessee
$1.05M -$153K -703 -14%
SP
1112
Symmetry Partners
Connecticut
$1.04M -$292K -1,343 -24%
BHBT
1113
Burke & Herbert Bank & Trust
Virginia
$1.04M -$1.74K -8 -0.2%
PAA
1114
Peregrine Asset Advisers
Oregon
$1.04M +$541K +2,485 +135%
KA
1115
Kovack Advisors
Florida
$1.04M -$121K -556 -11%
NQWM
1116
Northwest Quadrant Wealth Management
Oregon
$1.03M +$4.14K +19 +0.4%
FCA
1117
FinTrust Capital Advisors
South Carolina
$1.03M +$1.74K +8 +0.2%
RCI
1118
RS Crum Inc
California
$1.03M – – –
WWC
1119
Waypoint Wealth Counsel
Georgia
$1.03M +$937K +4,305 New
SIA
1120
Sit Investment Associates
Minnesota
$1.03M – – –
CCG
1121
Cypress Capital Group
Florida
$1.03M +$34.6K +159 +4%
TCA
1122
Transcend Capital Advisors
New Jersey
$1.03M -$49.4K -227 -5%
SFG
1123
Summit Financial Group
West Virginia
$1.02M -$2.18K -10 -0.2%
FLPIM
1124
F.L. Putnam Investment Management
Massachusetts
$1.02M +$3.48K +16 +0.4%
BA
1125
Birinyi Associates
Connecticut
$1.02M – – –
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