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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1126
Bell Asset Management
Australia
$2.44M -$2.87M -6,716 -57%
C
1127
Certuity
Florida
$2.43M -$129K -301 -6%
CWM
1128
Connecticut Wealth Management
Connecticut
$2.43M -$70.4K -165 -3%
XF
1129
XML Financial
Maryland
$2.41M +$217K +509 +11%
JSW
1130
Journey Strategic Wealth
New Jersey
$2.41M -$41.4K -97 -2%
NAS
1131
Nicolet Advisory Services
Wisconsin
$2.4M +$19.2K +45 +0.9%
NCGI
1132
Next Century Growth Investors
Minnesota
$2.4M +$11.5K +27 +0.5%
BFA
1133
Benedict Financial Advisors
Georgia
$2.39M -$65.7K -154 -3%
WFM
1134
Wolff Financial Management
Michigan
$2.39M – – –
CIA
1135
Cladis Investment Advisory
Montana
$2.39M – – –
PCA
1136
Pallas Capital Advisors
Massachusetts
$2.38M -$58.9K -138 -3%
GIM
1137
Guardian Investment Management
California
$2.38M – – –
AB
1138
Atlas Brown
Kentucky
$2.38M -$56.4K -132 -3%
HTC
1139
Haverford Trust Company
Pennsylvania
$2.38M -$5.98K -14 -0.3%
LRPA
1140
L. Roy Papp & Associates
Arizona
$2.38M – – –
WA
1141
WBH Advisory
Maryland
$2.38M – – –
OWM
1142
Opes Wealth Management
California
$2.38M +$11.5K +27 +0.5%
BA
1143
Bellwether Advisors
Nebraska
$2.37M +$2.06M +4,828 +3,449%
WIC
1144
Woodmont Investment Counsel
Tennessee
$2.36M +$15.8K +37 +0.8%
EWA
1145
Exencial Wealth Advisors
Oklahoma
$2.35M +$22.2K +52 +1%
WHG
1146
Westwood Holdings Group
Texas
$2.35M -$808K -1,893 -28%
DBIA
1147
Dumont & Blake Investment Advisors
New Jersey
$2.34M -$17.1K -40 -0.8%
BTD
1148
BankPlus Trust Department
Mississippi
$2.33M -$564K -1,320 -21%
PWAM
1149
Pinnacle West Asset Management
Wyoming
$2.33M +$6.83K +16 +0.3%
SWM
1150
Shepherd Wealth Management
Ohio
$2.33M +$939K +2,200 +117%
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