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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
1301
Everett Harris & Co
California
$1.44M +$58.9K +152 +4%
BAM
1302
Berkshire Asset Management
Pennsylvania
$1.43M -$19.4K -50 -1%
MFA
1303
Mayflower Financial Advisors
Massachusetts
$1.43M -$6.98K -18 -0.5%
CFS
1304
CRA Financial Services
New Jersey
$1.43M -$127K -328 -8%
GIP
1305
Granite Investment Partners
California
$1.43M – – –
PP
1306
Patten & Patten
Tennessee
$1.42M +$38.8K +100 +3%
FCM
1307
Fire Capital Management
California
$1.42M +$1.52M +3,921 New
EWA
1308
Elevate Wealth Advisory
Georgia
$1.42M -$14K -36 -0.9%
IIM
1309
InTrack Investment Management
Vermont
$1.41M +$583K +1,502 +65%
BTC
1310
Bank & Trust Company
Illinois
$1.41M -$1.94K -5 -0.1%
BFG
1311
Berger Financial Group
Minnesota
$1.41M +$16.7K +43 +1%
FSA
1312
Fort Sheridan Advisors
Illinois
$1.41M -$77.6K -200 -5%
NQWM
1313
Northwest Quadrant Wealth Management
Oregon
$1.4M +$40.3K +104 +3%
CIM
1314
CIM Investment Management
Pennsylvania
$1.39M -$2.71K -7 -0.2%
LI
1315
LRI Investments
Florida
$1.39M -$3.88K -10 -0.3%
RMDI
1316
R.M. Davis Inc
Maine
$1.39M +$91.9K +237 +7%
PCA
1317
Prosperity Capital Advisors
Ohio
$1.39M +$45.8K +118 +3%
ZI
1318
ZEGA Investments
Florida
$1.39M +$1.32M +3,411 New
MF
1319
Montis Financial
Massachusetts
$1.38M +$163K +421 +12%
RPC
1320
Rossmore Private Capital
Connecticut
$1.38M +$270K +695 +22%
1WA
1321
180 Wealth Advisors
Washington
$1.38M +$13.6K +35 +0.9%
BHA
1322
Beech Hill Advisors
New York
$1.38M -$175K -450 -11%
HWA
1323
HCR Wealth Advisors
California
$1.38M – – –
WEG
1324
World Equity Group
Illinois
$1.38M -$125K -322 -8%
CNFG
1325
Creegan & Nassoura Financial Group
New Hampshire
$1.37M – – –
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