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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1251
CWA Asset Management Group
Florida
$827K +$124K +512 +17%
RCAG
1252
Rehmann Capital Advisory Group
Michigan
$826K -$36.7K -152 -4%
GG
1253
Gleason Group
Kentucky
$825K +$1.69K +7 +0.2%
HVIA
1254
Hudson Valley Investment Advisors
New York
$822K +$4.11K +17 +0.5%
DBIA
1255
Dumont & Blake Investment Advisors
New Jersey
$822K -$7.25K -30 -0.8%
MCM
1256
Mitchell Capital Management
Kansas
$822K -$37K -153 -4%
CFP
1257
Catalyst Financial Partners
Massachusetts
$819K +$53.7K +222 +7%
PWM
1258
Penobscot Wealth Management
Maine
$818K -$158K -653 -15%
LCGC
1259
Legacy Capital Group California
California
$818K +$864K +3,573 New
P
1260
&Partners
Tennessee
$817K -$5.56K -23 -0.6%
TNB
1261
Thomasville National Bank
Georgia
$817K +$48.4K +200 +6%
TAM
1262
Taurus Asset Management
New York
$814K – – –
EHC
1263
Everett Harris & Co
California
$813K +$34.6K +143 +4%
CFG
1264
Cooper Financial Group
California
$812K +$41.3K +171 +5%
CW
1265
CreativeOne Wealth
Kansas
$812K +$122K +506 +17%
BL
1266
Balentine LLC
Georgia
$811K +$54.2K +224 +7%
BRM
1267
Boston Research & Management
Massachusetts
$810K – – –
VCM
1268
Virtue Capital Management
Tennessee
$808K +$81.2K +336 +10%
MWM
1269
Modera Wealth Management
New Jersey
$807K +$46.9K +194 +6%
AIM
1270
Aspen Investment Management
Michigan
$805K -$38.7K -160 -4%
SFG
1271
Summit Financial Group
West Virginia
$799K -$186K -770 -18%
WPC
1272
Wedmont Private Capital
Pennsylvania
$799K +$74K +306 +9%
PIMG
1273
Patriot Investment Management Group
Tennessee
$796K +$3.38K +14 +0.4%
AAIS
1274
ABN AMRO Investment Solutions
$794K +$839K +3,469 New
JWA
1275
JFS Wealth Advisors
Pennsylvania
$791K +$3.63K +15 +0.4%
49 50
51
52 53