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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1451
TrinityPoint Wealth
Connecticut
$507K +$85.6K +408 +22%
CT
1452
Chicago Trust
Illinois
$506K -$1.73M -8,261 -78%
AWM
1453
Aberdeen Wealth Management
Illinois
$505K – – –
GB
1454
Goepper Burkhardt
South Carolina
$504K – – –
AA
1455
ALPS Advisors
Colorado
$502K -$351K -1,672 -43%
AIM
1456
Athena Investment Management
California
$500K +$469K +2,238 New
CWM
1457
Cahaba Wealth Management
Georgia
$499K -$18.9K -90 -4%
WPW
1458
Warther Private Wealth
Ohio
$499K +$155K +737 +48%
DU
1459
Delphia (USA)
Ontario, Canada
$497K -$160K -763 -26%
RP
1460
Riverwater Partners
Wisconsin
$497K +$7.97K +38 +2%
NB
1461
Northwest Bancshares
Pennsylvania
$497K +$70.3K +335 +18%
B
1462
Bensler
Washington
$496K +$467K +2,228 New
IC
1463
Intersect Capital
California
$496K -$49.5K -236 -10%
JFGIW
1464
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$496K +$35K +167 +8%
SAF
1465
Smith Anglin Financial
Texas
$495K +$23.1K +110 +5%
MM
1466
MQS Management
New York
$494K +$465K +2,219 New
HFG
1467
Heron Financial Group
New York
$491K -$1.68K -8 -0.4%
EAM
1468
Evanson Asset Management
California
$491K – – –
NCM
1469
NCM Capital Management
New Jersey
$491K +$1.05K +5 +0.2%
SF
1470
Summit Financial
New Jersey
$490K +$9.23K +44 +2%
CCM
1471
Compton Capital Management
Rhode Island
$490K -$10.5K -50 -2%
TWM
1472
Tolleson Wealth Management
Texas
$490K – – –
PCP
1473
Proficio Capital Partners
Massachusetts
$485K -$58.1K -277 -11%
HBT
1474
Hills Bank & Trust
Iowa
$485K -$44K -210 -9%
SHWM
1475
Silicon Hills Wealth Management
Texas
$484K -$153K -728 -25%
57 58
59
60 61