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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1376
Sender Company & Partners
New York
$1.63M +$572K +1,341 +65%
RF
1377
Rossby Financial
Florida
$1.63M -$20.9K -49 -1%
EWA
1378
EverSource Wealth Advisors
Alabama
$1.63M -$24.3K -57 -2%
SAM
1379
Shell Asset Management
Netherlands
$1.63M -$3.25M -7,609 -69%
BF
1380
Brucke Financial
Indiana
$1.62M -$145K -340 -11%
SS
1381
SBI Securities
Japan
$1.62M -$166K -389 -10%
MFG
1382
Magnus Financial Group
New York
$1.62M +$12K +28 +0.8%
TIM
1383
Total Investment Management
Arizona
$1.62M -$4.27K -10 -0.3%
SA
1384
Sovran Advisors
California
$1.61M +$131K +306 +12%
SFS
1385
Stiles Financial Services
Minnesota
$1.61M +$69.2K +162 +5%
DP
1386
Denver PWM
Colorado
$1.61M – – –
AM
1387
AGF Management
Ontario, Canada
$1.6M +$121K +284 +9%
LFS
1388
Legacy Financial Strategies
Kansas
$1.6M -$31.6K -74 -2%
CPIG
1389
Chicago Partners Investment Group
Illinois
$1.6M +$202K +473 +18%
MHIC
1390
Marble Harbor Investment Counsel
Massachusetts
$1.6M -$14.9K -35 -1%
MBT
1391
Montecito Bank & Trust
California
$1.6M +$1.43M +3,345 New
DS
1392
DRW Securities
Illinois
$1.6M +$325K +762 +29%
BST
1393
Bath Savings Trust
Maine
$1.59M -$3.84K -9 -0.3%
LWA
1394
Lantern Wealth Advisors
New York
$1.59M -$127K -297 -8%
NC
1395
NewSquare Capital
Pennsylvania
$1.59M +$1.24M +2,916 +701%
VWM
1396
Venturi Wealth Management
Texas
$1.59M -$182K -426 -11%
SW
1397
SVB Wealth
Massachusetts
$1.58M -$43.5K -102 -3%
CG
1398
Corundum Group
Colorado
$1.58M -$14.1K -33 -1%
AWM
1399
Avior Wealth Management
Nebraska
$1.58M +$1.71K +4 +0.1%
FCBT
1400
First Citizens Bank & Trust
North Carolina
$1.58M -$13.2K -31 -0.9%
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