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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1326
Source Financial Advisors
New York
$561K +$6.24K +27 +1%
P
1327
Pitcairn
Pennsylvania
$559K -$10.9K -47 -2%
FNBSF
1328
First National Bank Sioux Falls
South Dakota
$557K -$70.2K -304 -11%
BCWM
1329
Bartlett & Co Wealth Management
Ohio
$556K +$34.6K +150 +6%
HWA
1330
Heritage Wealth Advisors
Virginia
$556K +$178K +771 +43%
KFA
1331
Krane Funds Advisors
New York
$556K -$219K -948 -27%
BC
1332
Bartlett & Co
Ohio
$556K +$34.6K +150 +6%
BAM
1333
Barrett Asset Management
New York
$555K – – –
9WM
1334
9258 Wealth Management
Ohio
$554K +$1.16K +5 +0.2%
AWA
1335
Arete Wealth Advisors
Illinois
$553K +$365K +1,579 +104%
IA
1336
Insight Advisors
Pennsylvania
$551K -$240K -1,039 -28%
IFG
1337
Investors Financial Group
Minnesota
$550K +$109K +471 +23%
OSNBOA
1338
Old Second National Bank of Aurora
Illinois
$549K -$139K -600 -19%
SVWAG
1339
Sound View Wealth Advisors Group
Georgia
$548K -$143K -619 -20%
BAMF
1340
BI Asset Management Fondsmaeglerselskab
Denmark
$547K -$1.43M -6,174 -71%
AA
1341
Ancora Advisors
Ohio
$547K – – –
LFF
1342
Level Four Financial
Texas
$546K -$16.9K -73 -3%
PFM
1343
Parsec Financial Management
North Carolina
$546K – – –
ACM
1344
Aljian Capital Management
Nevada
$544K – – –
BWA
1345
Bordeaux Wealth Advisors
California
$544K – – –
HIA
1346
Harbor Investment Advisory
Maryland
$544K +$34.6K +150 +6%
SS
1347
Simplicity Solutions
Minnesota
$543K +$91.9K +398 +19%
XF
1348
XML Financial
Maryland
$542K +$6.24K +27 +1%
CAM
1349
Carret Asset Management
New York
$540K +$5.77K +25 +1%
TFO
1350
Tarbox Family Office
California
$537K +$693 +3 +0.1%
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