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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1526
Heartwood Wealth Advisors
Virginia
$3.17M – – –
PWA
1527
Portus Wealth Advisors
North Carolina
$3.17M -$43K -49 -2%
MFC
1528
Mechanics Financial Corp
Ohio
$3.17M +$68.5K +78 +3%
ITFISA
1529
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$3.16M -$176K -200 -6%
UAS
1530
United Asset Strategies
New York
$3.16M +$594K +676 +29%
AAM
1531
Aureus Asset Management
Massachusetts
$3.16M -$1.06M -1,209 -29%
TCM
1532
Telos Capital Management
California
$3.16M +$14.1K +16 +0.5%
PIMG
1533
Patriot Investment Management Group
Tennessee
$3.16M +$179K +204 +7%
IIC
1534
Ironwood Investment Counsel
Arizona
$3.16M – – –
KSB
1535
Kennebec Savings Bank
Maine
$3.15M -$42.2K -48 -2%
GFPC
1536
Global Financial Private Client
Florida
$3.15M +$56.2K +64 +2%
SACTSONJ
1537
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.15M -$189K -215 -7%
AAM
1538
Auxier Asset Management
Oregon
$3.14M – – –
GSWM
1539
Golden State Wealth Management
California
$3.14M +$2.63K +3 +0.1%
RCA
1540
Resonant Capital Advisors
Wisconsin
$3.13M +$31.6K +36 +1%
LFA
1541
Legacy Financial Advisors
Kentucky
$3.13M +$125K +142 +5%
SAM
1542
Synergy Asset Management
Washington
$3.13M -$21.1K -24 -0.8%
HNB
1543
Hilltop National Bank
Wyoming
$3.13M +$54.5K +62 +2%
AWA
1544
Ark Wealth Advisors
California
$3.13M +$74.7K +85 +3%
TC
1545
TownSquare Capital
Utah
$3.13M +$59.7K +68 +2%
MWM
1546
Maridea Wealth Management
New York
$3.12M +$1.97M +2,243 +325%
RMCM
1547
Reynders McVeigh Capital Management
Massachusetts
$3.12M -$35.1K -40 -1%
HAS
1548
HBW Advisory Services
California
$3.11M -$174K -198 -6%
OIMU
1549
Osmosis Investment Management UK
United Kingdom
$3.1M -$4.3M -4,900 -63%
GWANC
1550
Guardian Wealth Advisors (North Carolina)
North Carolina
$3.1M -$1.05M -1,193 -29%
60 61
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63 64