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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VIS
1626
Vega Investment Solutions
France
$2.76M – – –
AA
1627
Armis Advisers
Georgia
$2.76M +$343K +391 +16%
CAM
1628
Covenant Asset Management
New Jersey
$2.74M -$110K -125 -5%
SAM
1629
Silphium Asset Management
United Kingdom
$2.74M +$745K +848 +49%
PTP
1630
Platform Technology Partners
New York
$2.74M +$36K +41 +2%
TFA
1631
Toth Financial Advisory
Virginia
$2.73M -$64.1K -73 -3%
FCAS
1632
First Command Advisory Services
Texas
$2.73M -$132K -150 -6%
KFS
1633
Keynote Financial Services
Connecticut
$2.73M -$133K -151 -6%
AHC
1634
Adell Harriman & Carpenter
Texas
$2.73M -$350K -398 -13%
PWM
1635
Pinnacle Wealth Management
California
$2.72M -$84.3K -96 -4%
NAG
1636
Northstar Advisory Group
New Jersey
$2.71M -$1.65M -1,880 -42%
OWP
1637
ORG Wealth Partners
Texas
$2.71M +$237K +270 +12%
DIA
1638
Dana Investment Advisors
Wisconsin
$2.71M -$552K -628 -20%
WCM
1639
Winebrenner Capital Management
Kentucky
$2.71M -$130K -148 -6%
HNWAG
1640
High Net Worth Advisory Group
Florida
$2.7M -$118K -134 -5%
SIC
1641
Shoker Investment Counsel
Ohio
$2.7M +$2.63K +3 +0.1%
LCGC
1642
Legacy Capital Group California
California
$2.7M +$1.23M +1,396 +123%
OAM
1643
Ostrum Asset Management
France
$2.69M +$589K +671 +36%
BF
1644
Brucke Financial
Indiana
$2.69M -$77.3K -88 -3%
IP
1645
Intellectus Partners
California
$2.69M -$70.3K -80 -3%
FG
1646
Foster Group
Iowa
$2.68M +$686K +781 +45%
EGA
1647
E&G Advisors
Texas
$2.68M +$61.5K +70 +3%
SW
1648
SVB Wealth
Massachusetts
$2.68M -$263K -299 -11%
JWBC
1649
J.W. Burns & Co
New York
$2.68M +$22.8K +26 +1%
HBT
1650
Hills Bank & Trust
Iowa
$2.67M +$36.9K +42 +2%
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