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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1701
Trillium Asset Management
Massachusetts
$1.72M – – –
NSAM
1702
North Star Asset Management
Wisconsin
$1.72M +$23.5K +34 +1%
CAM
1703
Cidel Asset Management
Ontario, Canada
$1.72M +$58.9K +85 +4%
WOSD
1704
WFA of San Diego
California
$1.71M +$113K +163 +7%
QCM
1705
Qsemble Capital Management
New York
$1.7M -$851K -1,229 -34%
MGWM
1706
Marks Group Wealth Management
Minnesota
$1.7M -$109K -158 -6%
OCM
1707
One Capital Management
California
$1.69M -$46.4K -67 -3%
AIIMS
1708
Analyst IMS Investment Management Services
Israel
$1.69M +$123K +177 +8%
SAM
1709
Seelaus Asset Management
New Jersey
$1.69M – – –
GWM
1710
Greenwich Wealth Management
Connecticut
$1.68M -$37.4K -54 -2%
IBOK
1711
Independence Bank of Kentucky
Kentucky
$1.68M -$7.62K -11 -0.5%
NG
1712
Northstar Group
New York
$1.68M -$80.3K -116 -5%
IB
1713
Intrust Bank
Kansas
$1.67M -$82.4K -119 -5%
1L
1714
10Elms LLP
Oklahoma
$1.67M +$1.15M +1,665 +238%
CTA
1715
Chesley Taft & Associates
Illinois
$1.67M +$25.6K +37 +2%
EP
1716
Edgestream Partners
New Jersey
$1.67M -$116K -167 -7%
CT
1717
Clearstead Trust
Maine
$1.67M +$654K +944 +67%
EIA
1718
Emerald Investment Advisers
Pennsylvania
$1.67M +$1.63M +2,355 New
LC
1719
Lincoln Capital
Nebraska
$1.67M – – –
FFG
1720
Fortem Financial Group
California
$1.67M -$10.4K -15 -0.6%
CFCS
1721
CDM Financial Counseling Services
Connecticut
$1.66M +$10.4K +15 +0.6%
KG
1722
Kieckhefer Group
Wisconsin
$1.66M +$104K +150 +7%
BOJHT
1723
Bank of Jackson Hole Trust
Wyoming
$1.66M +$57.5K +83 +4%
SSA
1724
Schonfeld Strategic Advisors
New York
$1.66M +$134K +193 +9%
RW
1725
REDW Wealth
New Mexico
$1.66M +$2.08K +3 +0.1%
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