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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1151
Corps Capital Advisors
Texas
$1.83M +$1.96M +5,046 New
BIA
1152
Beacon Investment Advisors
Maryland
$1.83M +$7.76K +20 +0.4%
EPIM
1153
Evelyn Partners Investment Management
$1.83M +$1.96M +5,043 New
SI
1154
Sava Infond
Slovenia
$1.83M +$1.95M +5,040 New
S
1155
Sunpointe
Missouri
$1.82M +$1.62M +4,176 +490%
IFWM
1156
Institute for Wealth Management
Colorado
$1.82M +$30.3K +78 +2%
CIAS
1157
Capital Investment Advisory Services
North Carolina
$1.82M +$6.21K +16 +0.3%
WFM
1158
Wolff Financial Management
Michigan
$1.81M -$4.65K -12 -0.2%
CI
1159
Cigna Investments
Connecticut
$1.81M -$11.6K -30 -0.6%
CIA
1160
Cladis Investment Advisory
Montana
$1.81M -$116K -300 -6%
AA
1161
Advisory Alpha
Michigan
$1.81M +$63.2K +163 +3%
GIM
1162
Guardian Investment Management
California
$1.81M -$116K -300 -6%
LRPA
1163
L. Roy Papp & Associates
Arizona
$1.81M – – –
IAS
1164
Insigneo Advisory Services
Florida
$1.81M -$827K -2,133 -30%
SWA
1165
Stratos Wealth Advisors
Ohio
$1.8M -$55.1K -142 -3%
MAM
1166
Milestone Asset Management
Pennsylvania
$1.8M +$565K +1,456 +42%
OWM
1167
Opes Wealth Management
California
$1.8M -$9.7K -25 -0.5%
RT
1168
Rockland Trust
Massachusetts
$1.8M +$120K +310 +7%
AFCM
1169
Applied Finance Capital Management
Puerto Rico
$1.79M -$98.9K -255 -5%
HWM
1170
Hohimer Wealth Management
Washington
$1.79M +$69.4K +179 +4%
PCM
1171
Princeton Capital Management
New Jersey
$1.79M -$25.2K -65 -1%
HFA
1172
High Falls Advisors
New York
$1.78M +$24.4K +63 +1%
DFA
1173
DHJJ Financial Advisors
Illinois
$1.78M – – –
DBIA
1174
Dumont & Blake Investment Advisors
New Jersey
$1.78M -$9.31K -24 -0.5%
MNBTD
1175
Moody National Bank Trust Division
Texas
$1.78M -$115K -297 -6%
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