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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1226
Sit Investment Associates
Minnesota
$2.05M – – –
AFCM
1227
Applied Finance Capital Management
Puerto Rico
$2.05M -$589K -1,379 -24%
UF
1228
Univest Financial
Pennsylvania
$2.04M – – –
EFA
1229
Evernest Financial Advisors
Indiana
$2.04M +$20.9K +49 +1%
PA
1230
Promethium Advisors
Maryland
$2.03M +$295K +690 +19%
FAM
1231
Flaharty Asset Management
Florida
$2.03M -$17.9K -42 -1%
NS
1232
NBC Securities
Alabama
$2.03M -$47.8K -112 -3%
FTC
1233
Farmers Trust Company
Ohio
$2.02M – – –
CCG
1234
Cypress Capital Group
Florida
$2.02M +$221K +518 +14%
NG
1235
Norden Group
Utah
$2.02M -$201K -470 -10%
RCM
1236
RNC Capital Management
California
$2.02M -$9.39K -22 -0.5%
KF
1237
Krilogy Financial
Missouri
$2.02M +$1.51M +3,544 New
WP
1238
Wealthspan Partners
Iowa
$2.01M +$11.5K +27 +0.6%
WAM
1239
Werlinich Asset Management
Connecticut
$2.01M – – –
AWA
1240
Acorn Wealth Advisors
Michigan
$2.01M +$15.4K +36 +0.9%
RPC
1241
Rossmore Private Capital
Connecticut
$2.01M +$81.1K +190 +5%
KA
1242
Kovack Advisors
Florida
$2.01M -$148K -347 -8%
AWE
1243
Avidian Wealth Enterprises
Texas
$2.01M +$29.9K +70 +2%
HR
1244
Hardy Reed
Mississippi
$2M +$47K +110 +3%
SI
1245
Symmetry Investments
Jersey
$2M +$1.79M +4,200 New
BG
1246
Bahl & Gaynor
Ohio
$2M -$844K -1,977 -32%
VA
1247
Valmark Advisers
Ohio
$2M +$318K +745 +22%
ZI
1248
ZEGA Investments
Florida
$2M +$1.07M +2,508 +150%
AAM
1249
Aureus Asset Management
Massachusetts
$1.99M – – –
BP
1250
BBR Partners
New York
$1.99M +$17.1K +40 +1%
48 49
50
51 52