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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
QPWM
1301
Quadrant Private Wealth Management
Pennsylvania
$639K -$4.03K -20 -0.6%
PWM
1302
Perigon Wealth Management
California
$638K +$41.3K +205 +7%
KAM
1303
KEB Asset Management
Illinois
$637K +$620K +3,079 New
6F
1304
626 Financial
Michigan
$636K +$620K +3,078 New
S
1305
Seeyond
France
$633K – – –
PAMG
1306
Patton Albertson Miller Group
Tennessee
$633K +$12.1K +60 +2%
NG
1307
Northstar Group
New York
$632K – – –
TA
1308
Tiedemann Advisors
New York
$631K +$1.01K +5 +0.2%
SB
1309
Strategic Blueprint
Georgia
$626K +$69.3K +344 +13%
SCA
1310
Stonebridge Capital Advisors
Minnesota
$625K -$35.6K -177 -6%
SFP
1311
Sweet Financial Partners
Minnesota
$625K +$608K +3,021 New
CPA
1312
Clear Perspective Advisors
Illinois
$623K +$193K +960 +47%
CCG
1313
Ceeto Capital Group
Florida
$620K – – –
NIPH
1314
NN Investment Partners Holdings
Netherlands
$620K – – –
SACTSONJ
1315
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$620K – – –
DU
1316
Delphia (USA)
Ontario, Canada
$619K +$602K +2,992 New
NB
1317
Nicolet Bankshares
Wisconsin
$618K – – –
GP
1318
Girard Partners
Pennsylvania
$617K +$20.3K +101 +4%
WDL
1319
Well Done LLC
Michigan
$617K +$601K +2,985 New
AWA
1320
Arete Wealth Advisors
Illinois
$614K -$83K -412 -12%
CB
1321
CNB Bank
Pennsylvania
$614K -$28.2K -140 -5%
RMCM
1322
Reynders McVeigh Capital Management
Massachusetts
$614K -$14.5K -72 -2%
DCM
1323
Dupont Capital Management
Delaware
$613K -$437K -2,171 -42%
LA
1324
LexAurum Advisors
Kansas
$611K -$33K -164 -5%
LOPW
1325
Live Oak Private Wealth
North Carolina
$611K -$805 -4 -0.1%
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