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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1226
BBR Partners
New York
$1.62M -$19.7K -57 -1%
WEG
1227
World Equity Group
Illinois
$1.61M -$42.1K -122 -3%
ST
1228
Smithfield Trust
Pennsylvania
$1.61M -$12.1K -35 -0.8%
SAI
1229
Savvy Advisors Inc
New York
$1.6M +$726K +2,101 +105%
JAG
1230
Journey Advisory Group
Kentucky
$1.6M +$34.5K +100 +2%
HR
1231
Hardy Reed
Mississippi
$1.6M +$38.7K +112 +3%
FSA
1232
Fort Sheridan Advisors
Illinois
$1.6M -$34.5K -100 -2%
ECM
1233
Evergreen Capital Management
Washington
$1.59M +$53.2K +154 +4%
RGF
1234
Retirement Guys Formula
Ohio
$1.59M +$44.2K +128 +3%
TBA
1235
Tower Bridge Advisors
Pennsylvania
$1.59M -$121K -350 -8%
BHIA
1236
Birch Hill Investment Advisors
Massachusetts
$1.58M – – –
SCM
1237
Spreng Capital Management
Ohio
$1.58M -$566K -1,640 -29%
CWS
1238
Confluence Wealth Services
Pennsylvania
$1.58M +$71.1K +206 +5%
AIM
1239
Aigen Investment Management
New York
$1.58M +$1.39M +4,037 New
ZIC
1240
ZWJ Investment Counsel
Georgia
$1.58M -$345 -1 -0%
WIA
1241
World Investment Advisors
California
$1.57M +$291K +843 +27%
VFM
1242
Viking Fund Management
North Dakota
$1.56M – – –
DIM
1243
Delta Investment Management
California
$1.56M -$51.8K -150 -4%
AM
1244
AGF Management
Ontario, Canada
$1.56M +$1.38M +3,995 New
XF
1245
XML Financial
Maryland
$1.56M -$256K -741 -16%
KJHP
1246
K.J. Harrison & Partners
Ontario, Canada
$1.56M -$7.25K -21 -0.5%
CG
1247
Cynosure Group
Utah
$1.56M -$2.11M -6,109 -60%
SNB
1248
Security National Bank
Nebraska
$1.56M – – –
HH
1249
Hilltop Holdings
Texas
$1.56M +$384K +1,113 +39%
XWM
1250
Xcel Wealth Management
Florida
$1.55M -$183K -529 -12%
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