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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
1176
Charter Research & Investment Group
Connecticut
$1.63M -$90.5K -283 -6%
MWM
1177
Mittelman Wealth Management
Massachusetts
$1.63M +$1.42M +4,443 New
LA
1178
Legacy Advisors
Pennsylvania
$1.62M -$387K -1,211 -21%
PP
1179
Paloma Partners
Connecticut
$1.62M +$1.41M +4,416 New
TNBTD
1180
Trustmark National Bank Trust Department
Mississippi
$1.62M +$223K +699 +19%
BTWM
1181
Baker Tilly Wealth Management
Wisconsin
$1.61M -$98.8K -309 -7%
BFO
1182
Biltmore Family Office
North Carolina
$1.61M – – –
WDC
1183
Woodward Diversified Capital
California
$1.61M +$58.8K +184 +4%
NQWM
1184
Northwest Quadrant Wealth Management
Oregon
$1.61M +$4.79K +15 +0.3%
SB
1185
Strategic Blueprint
Georgia
$1.61M +$6.07K +19 +0.4%
WCAMG
1186
Woodard & Company Asset Management Group
North Carolina
$1.61M +$90.8K +284 +7%
AIS
1187
AM Investment Strategies
Tennessee
$1.61M – – –
RIA
1188
Realta Investment Advisors
Delaware
$1.6M -$73.2K -229 -5%
VWM
1189
Vivid Wealth Management
Iowa
$1.6M -$44.4K -139 -3%
QPBE
1190
Quintet Private Bank (Europe)
Luxembourg
$1.6M +$978K +3,061 +407%
CFS
1191
CRA Financial Services
New Jersey
$1.6M +$160K +500 +13%
AIC
1192
Argus Investors Counsel
New York
$1.6M -$718K -2,245 -34%
VIG
1193
Vienna Insurance Group
Poland
$1.59M -$90.1K -282 -6%
BHA
1194
Beech Hill Advisors
New York
$1.59M +$32K +100 +2%
IGGA
1195
Iron Gate Global Advisors
Utah
$1.59M +$1.28K +4 +0.1%
RCI
1196
RS Crum Inc
California
$1.58M -$33.6K -105 -2%
TPWA
1197
TRUE Private Wealth Advisors
Oregon
$1.58M -$3.2K -10 -0.2%
SIA
1198
Sit Investment Associates
Minnesota
$1.58M – – –
BAM
1199
Byrne Asset Management
New Jersey
$1.57M -$45.7K -143 -3%
VCMGDR
1200
Vinland Capital Management Gestora de Recursos
Brazil
$1.57M +$1.37M +4,277 New
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