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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1551
Harfst & Associates
Wyoming
$3.09M – – –
SWA
1552
Sax Wealth Advisors
New Jersey
$3.09M +$963K +1,096 +34%
LFIA
1553
Legacy Financial Independent Advisors
Kentucky
$3.08M -$48.3K -55 -2%
UAML
1554
US Asset Management LLC
Pennsylvania
$3.07M – – –
MA
1555
MJP Associates
Connecticut
$3.07M +$1.36M +1,548 +116%
MHIC
1556
Marble Harbor Investment Counsel
Massachusetts
$3.07M -$164K -187 -6%
KA
1557
Klingman & Associates
New York
$3.07M +$72.9K +83 +3%
NJIM
1558
Nabity-Jensen Investment Management
Nebraska
$3.07M -$1.76K -2 -0.1%
DP
1559
Denver PWM
Colorado
$3.07M -$114K -130 -4%
CIM
1560
Cambria Investment Management
California
$3.07M +$1.69M +1,927 +202%
CFO
1561
Cambient Family Office
Michigan
$3.06M +$13.2K +15 +0.5%
GAM
1562
Grandview Asset Management
Pennsylvania
$3.06M +$37.8K +43 +2%
HW
1563
Hancock Whitney
Mississippi
$3.06M -$55.3K -63 -2%
AA
1564
Aire Advisors
California
$3.06M -$4.39K -5 -0.2%
WMP
1565
Wealth Management Partners
Arizona
$3.04M -$140K -159 -5%
TNBTD
1566
Trustmark National Bank Trust Department
Mississippi
$3.04M +$41.3K +47 +2%
CCA
1567
Childress Capital Advisors
Texas
$3.02M -$136K -155 -5%
BTC
1568
Bank & Trust Company
Illinois
$3.02M -$352K -401 -12%
FCB
1569
First County Bank
Connecticut
$3.02M -$77.3K -88 -3%
PA
1570
Probity Advisors
Texas
$3.01M -$43K -49 -2%
CIA
1571
Compass Ion Advisors
Pennsylvania
$3M -$878 -1 -0%
EAN
1572
Excelsior Advisor Network
Colorado
$3M +$1.26M +1,437 +104%
PCMK
1573
Paragon Capital Management (Kansas)
Kansas
$3M – – –
GCM
1574
GKV Capital Management
California
$3M +$1.76K +2 +0.1%
GIM
1575
Generali Investments Management
Slovenia
$3M +$1.41M +1,606 +133%
61 62
63
64 65