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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RDIA
1526
RE Dickinson Investment Advisors
Iowa
$904K +$69.4K +217 +10%
HA
1527
Hamel Associates
New Jersey
$903K – – –
CAM
1528
Carret Asset Management
New York
$901K – – –
NW
1529
NewEdge Wealth
Pennsylvania
$899K +$450K +1,407 +111%
PCMH
1530
Polymer Capital Management (HK)
Hong Kong
$898K +$783K +2,450 New
SCI
1531
Stableford Capital II
Arizona
$896K +$781K +2,445 New
TGAM
1532
TBH Global Asset Management
Tennessee
$896K +$21.4K +67 +3%
TAM
1533
Trillium Asset Management
Massachusetts
$892K – – –
HAIM
1534
Hunter Associates Investment Management
Pennsylvania
$887K +$320 +1 +0%
PPWP
1535
Premier Path Wealth Partners
New Jersey
$884K +$109K +341 +16%
EGA
1536
E&G Advisors
Texas
$884K +$3.83K +12 +0.5%
CA
1537
Claris Advisors
Missouri
$883K +$30K +94 +4%
EWM
1538
Executive Wealth Management
Michigan
$880K +$10.5K +33 +1%
WA1
1539
Wimmer Associates 1
California
$874K – – –
KP
1540
Keel Point
Alabama
$874K -$45.4K -142 -6%
WFAG
1541
Worth Financial Advisory Group
North Carolina
$873K +$8.95K +28 +1%
BLC
1542
Brown, Lisle/Cummings
Rhode Island
$870K – – –
DMBA
1543
Deseret Mutual Benefit Administrators
Utah
$866K +$52.4K +164 +7%
MIP
1544
Marietta Investment Partners
Wisconsin
$864K -$104K -324 -12%
MBTD
1545
Mechanics Bank - Trust Department
California
$862K -$15.3K -48 -2%
RWB
1546
RMR Wealth Builders
New Jersey
$862K +$7.03K +22 +0.9%
WAL
1547
W Advisors LLC
Tennessee
$859K – – –
AF
1548
Advisornet Financial
Minnesota
$859K -$309K -966 -29%
GAM
1549
Grandview Asset Management
Pennsylvania
$857K -$14.7K -46 -2%
AWA
1550
Arbor Wealth Advisors
Michigan
$856K – – –
60 61
62
63 64