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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1501
Cooper Financial Group
California
$432K -$37K -184 -8%
SIAP
1502
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$431K +$201 +1 +0%
FSA
1503
Fort Sheridan Advisors
Illinois
$429K +$6.04K +30 +1%
QIM
1504
Quantitative Investment Management
Virginia
$428K +$417K +2,072 New
AP
1505
Appleton Partners
Massachusetts
$427K -$70.7K -351 -15%
ACP
1506
Arcus Capital Partners
Georgia
$427K +$15.9K +79 +4%
GIA
1507
GHP Investment Advisors
Colorado
$427K +$21.7K +108 +6%
JWBC
1508
J.W. Burns & Co
New York
$427K +$23.2K +115 +6%
KFA
1509
Kelleher Financial Advisors
New York
$426K -$407K -2,020 -49%
TCPWM
1510
Traverso Chambers Private Wealth Management
California
$426K +$12.5K +62 +3%
JFGIW
1511
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$425K +$8.66K +43 +2%
MPIA
1512
Mountain Pacific Investment Advisers
Idaho
$423K +$3.22K +16 +0.8%
SCM
1513
SevenOneSeven Capital Management
Pennsylvania
$421K +$58.2K +289 +17%
BC
1514
Barnett & Company
Tennessee
$419K -$75.5K -375 -16%
PL
1515
Plancorp LLC
Missouri
$419K +$69.5K +345 +21%
RCA
1516
Ranch Capital Advisors
Florida
$418K +$403 +2 +0.1%
CWA
1517
Clarus Wealth Advisors
Arizona
$418K +$33.8K +168 +10%
BHB
1518
Bank Hapoalim BM
Israel
$417K -$20.1K -100 -5%
MSCM
1519
McElhenny Sheffield Capital Management
Texas
$417K -$2.21K -11 -0.5%
CA
1520
Clearstead Advisors
Ohio
$417K +$15.9K +79 +4%
RFG
1521
Range Financial Group
Oregon
$416K -$7.85K -39 -2%
AIP
1522
Almanack Investment Partners
Pennsylvania
$416K -$604 -3 -0.1%
TBNY
1523
Trustco Bank (New York)
New York
$416K +$10.1K +50 +3%
TIM
1524
Total Investment Management
Arizona
$416K +$20.9K +104 +5%
AWA
1525
Aaron Wealth Advisors
Illinois
$414K +$45.1K +224 +13%
59 60
61
62 63