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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
1601
Paradigm Asset Management
New York
$2.88M -$1.05M -1,200 -31%
AIA
1602
AssuredPartners Investment Advisors
Florida
$2.87M -$20.2K -23 -0.8%
CA
1603
COFG Advisors
Illinois
$2.87M +$1.51M +1,717 +176%
CFA
1604
Capstone Financial Advisors
Illinois
$2.87M +$26.4K +30 +1%
CAM
1605
Cypress Asset Management
Texas
$2.86M +$16.7K +19 +0.7%
FNB
1606
Farmers National Bank
Kentucky
$2.85M -$66.8K -76 -3%
KFC
1607
Klingenstein Fields & Co
New York
$2.84M +$37.8K +43 +2%
LWP
1608
LFG Wealth Partners
Kentucky
$2.84M +$191K +217 +9%
SAM
1609
Sawgrass Asset Management
Florida
$2.84M -$157K -179 -6%
TWM
1610
Tradition Wealth Management
Minnesota
$2.84M +$41.3K +47 +2%
RGF
1611
Retirement Guys Formula
Ohio
$2.84M +$125K +142 +6%
WTA
1612
Washington Trust Advisors
Massachusetts
$2.84M +$14.9K +17 +0.6%
BOS
1613
Bank of Stockton
California
$2.83M -$252K -287 -10%
ONGA
1614
O'Neil Global Advisors
California
$2.83M +$1.79M +2,041 +331%
CWM
1615
Chesapeake Wealth Management
Virginia
$2.83M -$146K -166 -6%
PAA
1616
Peregrine Asset Advisers
Oregon
$2.83M -$225K -256 -9%
PA
1617
Paragon Advisors
Texas
$2.82M -$554K -631 -19%
DI
1618
Disciplined Investors
Texas
$2.82M -$820K -934 -26%
CMI
1619
Clare Market Investments
Texas
$2.82M -$52.7K -60 -2%
KFS
1620
Kurt F. Somerville
$2.81M – – –
AIM
1621
Acropolis Investment Management
Missouri
$2.81M +$40.4K +46 +2%
EPW
1622
Elevated Private Wealth
Wisconsin
$2.81M +$2.32M +2,638 New
YIM
1623
Yoffe Investment Management
Pennsylvania
$2.81M – – –
DRS
1624
Deane Retirement Strategies
Louisiana
$2.8M -$3.9M -4,441 -63%
TAM
1625
Titleist Asset Management
Texas
$2.8M -$90.5K -103 -4%
63 64
65
66 67