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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1126
Opes Wealth Management
California
$1.27M +$4.07K +15 +0.3%
FLPIM
1127
F.L. Putnam Investment Management
Massachusetts
$1.26M +$4.61K +17 +0.4%
GLR
1128
Great Lakes Retirement
Ohio
$1.26M +$165K +607 +15%
AIS
1129
AM Investment Strategies
Tennessee
$1.25M – – –
PP
1130
Patten & Patten
Tennessee
$1.25M -$30.9K -114 -2%
WPW
1131
Waldron Private Wealth
Pennsylvania
$1.25M +$10.6K +39 +0.9%
LCM
1132
LVM Capital Management
Michigan
$1.24M +$651K +2,398 +111%
ST
1133
Smithfield Trust
Pennsylvania
$1.24M +$37.2K +137 +3%
BG
1134
Bahl & Gaynor
Ohio
$1.24M -$48K -177 -4%
BIA
1135
Beacon Investment Advisors
Maryland
$1.23M +$814 +3 +0.1%
WC
1136
Westhampton Capital
North Carolina
$1.23M – – –
ACG
1137
Allen Capital Group
Nebraska
$1.23M +$543 +2 +0%
DAS
1138
Dynamic Advisor Solutions
Arizona
$1.23M +$199K +732 +19%
WPC
1139
Wedmont Private Capital
Pennsylvania
$1.23M +$142K +523 +13%
WOC
1140
West Oak Capital
California
$1.22M -$13.6K -50 -1%
EB
1141
Eastern Bank
Massachusetts
$1.22M -$48.8K -180 -4%
AWA
1142
Aaron Wealth Advisors
Illinois
$1.22M +$27.9K +103 +2%
BHA
1143
Beech Hill Advisors
New York
$1.21M – – –
RCI
1144
RS Crum Inc
California
$1.21M – – –
MWM
1145
Mission Wealth Management
California
$1.2M +$82.5K +304 +7%
HFA
1146
High Falls Advisors
New York
$1.2M +$1.08K +4 +0.1%
AAM
1147
Aureus Asset Management
Massachusetts
$1.2M +$543 +2 +0%
BFO
1148
Biltmore Family Office
North Carolina
$1.2M -$3.8K -14 -0.3%
NSB
1149
Norway Savings Bank
Maine
$1.19M +$8.14K +30 +0.7%
FTC
1150
Farmers Trust Company
Ohio
$1.19M – – –
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