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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
1201
Opes Wealth Management
California
$2.79M -$57.8K -104 -2%
HG
1202
Harbor Group
New Hampshire
$2.79M +$7.22K +13 +0.3%
PCA
1203
Pallas Capital Advisors
Massachusetts
$2.79M -$71.1K -128 -3%
CWM
1204
Calamos Wealth Management
Illinois
$2.78M +$405K +729 +18%
DBIA
1205
Dumont & Blake Investment Advisors
New Jersey
$2.77M -$38.9K -70 -1%
QT
1206
Quantbot Technologies
New York
$2.77M +$2.69M +4,844 New
LA
1207
LBP AM
France
$2.76M -$4.7M -8,457 -64%
PWAM
1208
Pinnacle West Asset Management
Wyoming
$2.76M -$41.7K -75 -2%
AO
1209
Advisor OS
Illinois
$2.75M -$252K -454 -9%
CIA
1210
Cladis Investment Advisory
Montana
$2.75M -$111K -200 -4%
GIM
1211
Guardian Investment Management
California
$2.75M -$104K -187 -4%
CT
1212
Colonial Trust
South Carolina
$2.74M +$90K +162 +4%
RPC
1213
Rossmore Private Capital
Connecticut
$2.73M +$307K +553 +13%
PCM
1214
Princeton Capital Management
New Jersey
$2.72M -$11.7K -21 -0.4%
AF
1215
Apollon Financial
South Carolina
$2.71M +$1.75M +3,155 +200%
HTC
1216
Haverford Trust Company
Pennsylvania
$2.7M -$147K -264 -5%
SIM
1217
Stratos Investment Management
Ohio
$2.7M +$66.1K +119 +3%
EFA
1218
Evernest Financial Advisors
Indiana
$2.7M -$355K -638 -15%
ODE
1219
O'Domhnaill Enterprises
Wyoming
$2.68M +$2.6M +4,677 New
WCA
1220
Westover Capital Advisors
Delaware
$2.68M – – –
VWM
1221
Vivid Wealth Management
Iowa
$2.67M -$699K -1,257 -21%
VAS
1222
Vestmark Advisory Solutions
Massachusetts
$2.67M +$1.89M +3,402 +270%
DCA
1223
DB&C Advisors
Michigan
$2.67M +$2.59M +4,657 New
UBG
1224
United Bank (Georgia)
Georgia
$2.66M +$63.4K +114 +3%
BTD
1225
BankPlus Trust Department
Mississippi
$2.66M -$135K -242 -5%
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