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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1101
Great Lakes Retirement
Ohio
$1.86M +$57.8K +181 +4%
GC
1102
Gilbert & Cook
Iowa
$1.86M +$6.07K +19 +0.4%
GC
1103
Garde Capital
Washington
$1.86M -$12.8K -40 -0.8%
WFM
1104
Wolff Financial Management
Michigan
$1.86M -$15.3K -48 -0.9%
FCA
1105
FinTrust Capital Advisors
South Carolina
$1.85M +$218K +682 +16%
PA
1106
Probity Advisors
Texas
$1.85M -$95.9K -300 -6%
DSCM
1107
Del-Sette Capital Management
New York
$1.85M +$1.61M +5,045 New
PCM
1108
Princeton Capital Management
New Jersey
$1.85M -$104K -324 -6%
MCM
1109
Mengis Capital Management
Oregon
$1.84M +$1.15M +3,590 +250%
ZCM
1110
Ziegler Capital Management
Illinois
$1.84M -$352K -1,102 -3%
MI
1111
Motiv8 Investments
Florida
$1.84M -$42.5K -133 -3%
DFA
1112
DHJJ Financial Advisors
Illinois
$1.84M – – –
CCMG
1113
Clark Capital Management Group
Pennsylvania
$1.83M -$36.6M -114,647 -96%
MSS
1114
Mitchell Sinkler & Starr
Pennsylvania
$1.82M +$300K +940 +23%
SIMG
1115
Sonora Investment Management Group
Arizona
$1.82M -$35.2K -110 -2%
OWM
1116
Opes Wealth Management
California
$1.82M +$104K +325 +7%
PI
1117
PFG Investments
New York
$1.82M +$1.58M +4,958 New
CAMV
1118
Concord Asset Management (Virginia)
Virginia
$1.82M +$156K +489 +11%
EB
1119
Emprise Bank
Kansas
$1.8M +$1.57M +4,920 New
WANY
1120
Wealthspire Advisors (New York)
New York
$1.79M -$144K -452 -8%
ESB
1121
Essex Savings Bank
Connecticut
$1.79M – – –
BFO
1122
Boston Family Office
Massachusetts
$1.79M – – –
DLA
1123
Douglas Lane & Associates
New York
$1.79M -$110K -345 -7%
PWAM
1124
Pinnacle West Asset Management
Wyoming
$1.79M -$4.79K -15 -0.3%
SIA
1125
Schechter Investment Advisors
Michigan
$1.78M -$190K -596 -11%
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