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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1476
Cypress Asset Management
Texas
$1.08M +$71.5K +207 +8%
VCP
1477
Verus Capital Partners
Arizona
$1.08M -$28.7K -83 -3%
KFI
1478
Key Financial Inc
Pennsylvania
$1.08M +$4.14K +12 +0.4%
FCAS
1479
First Command Advisory Services
Texas
$1.08M -$7.25K -21 -0.8%
CCA
1480
Cadent Capital Advisors
Oklahoma
$1.07M +$949K +2,748 New
NL
1481
NVWM LLC
Pennsylvania
$1.07M -$3.8K -11 -0.4%
HBT
1482
Heartland Bank & Trust
Illinois
$1.07M +$948K +2,745 New
SFS
1483
Stiles Financial Services
Minnesota
$1.07M +$38.7K +112 +4%
OAM
1484
Ostrum Asset Management
France
$1.07M +$11.4K +33 +1%
JIC
1485
Joel Isaacson & Co
New York
$1.07M +$345 +1 +0%
TPWA
1486
TRUE Private Wealth Advisors
Oregon
$1.07M -$551K -1,596 -37%
KFS
1487
Kurt F. Somerville
$1.06M -$17.3K -50 -2%
MJP
1488
Michael J. Puzo
$1.06M – – –
BA
1489
Ballast Advisors
Minnesota
$1.06M -$38K -110 -4%
WP
1490
Waycross Partners
Kentucky
$1.06M – – –
WAM
1491
WealthTrust Asset Management
Florida
$1.06M -$125K -363 -12%
WE
1492
Wealth Effects
Massachusetts
$1.05M -$4.83K -14 -0.5%
VWA
1493
Visionary Wealth Advisors
Illinois
$1.05M -$102K -296 -10%
EBWM
1494
Eagle Bluffs Wealth Management
Missouri
$1.05M – – –
CCG
1495
Catalina Capital Group
California
$1.05M +$85K +246 +10%
CIC
1496
Carnegie Investment Counsel
Ohio
$1.05M +$181K +524 +24%
CPA
1497
Capital Planning Advisors
California
$1.04M +$1.73K +5 +0.2%
LMKC
1498
L.M. Kohn & Company
Ohio
$1.04M +$74.2K +215 +9%
SAM
1499
Sompo Asset Management
Japan
$1.04M -$20.7K -60 -2%
MW
1500
Marcum Wealth
Ohio
$1.04M +$30K +87 +3%
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60
61 62