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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1201
Gryphon Financial Partners
Ohio
$5.32M +$806K +918 +22%
EFM
1202
E Fund Management
China
$5.32M +$72K +82 +2%
CI
1203
Capital International
California
$5.31M -$9.82M -11,182 -69%
QI
1204
Qtron Investments
Massachusetts
$5.27M -$708K -806 -14%
UBG
1205
United Bank (Georgia)
Georgia
$5.27M +$28.1K +32 +0.7%
LNB
1206
Ledyard National Bank
$5.27M -$5.41M -6,153 -55%
NCGI
1207
Next Century Growth Investors
Minnesota
$5.25M -$1.81M -2,062 -29%
HCM
1208
Hollencrest Capital Management
California
$5.25M +$3.13M +3,563 +261%
QAM
1209
Q3 Asset Management
Michigan
$5.23M +$4.32M +4,913 New
VPW
1210
Vaquero Private Wealth
Texas
$5.21M +$4.3M +4,890 New
TWIM
1211
TIAA Wealth Investment Management
New York
$5.2M +$209K +238 +5%
EWM
1212
Elite Wealth Management
Washington
$5.2M +$2.03M +2,310 +90%
PCA
1213
Pallas Capital Advisors
Massachusetts
$5.19M +$19.3K +22 +0.5%
ATWA
1214
Arbor Trust Wealth Advisors
Michigan
$5.19M -$224K -255 -5%
PWP
1215
Precedent Wealth Partners
Texas
$5.19M +$369K +420 +9%
HG
1216
Harbor Group
New Hampshire
$5.18M -$9.66K -11 -0.2%
BG
1217
Bahl & Gaynor
Ohio
$5.17M -$16.7K -19 -0.4%
SLG
1218
Stanley-Laman Group
Pennsylvania
$5.15M – – –
JAG
1219
Journey Advisory Group
Kentucky
$5.15M +$100K +114 +2%
MAMA
1220
Myriad Asset Management Advisors
Florida
$5.15M -$1M -1,142 -19%
PCTC
1221
Perkins Coie Trust Company
Washington
$5.14M -$431K -491 -9%
BFA
1222
Benedict Financial Advisors
Georgia
$5.14M -$90.5K -103 -2%
WBC
1223
Westpac Banking Corp
Australia
$5.11M -$989K -1,126 -19%
PCM
1224
Princeton Capital Management
New Jersey
$5.11M – – –
GIM
1225
Guardian Investment Management
California
$5.11M – – –
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