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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MHR
1751
Matthew Hamilton Rosenberg
$341K – – –
BIA
1752
Bigelow Investment Advisors
Maine
$341K -$40.5K -186 -12%
APW
1753
Acima Private Wealth
Virginia
$340K – – –
PAM
1754
Premier Asset Management
Illinois
$340K +$9.36K +43 +3%
AWP
1755
Abacus Wealth Partners
California
$339K – – –
FFG
1756
Frisch Financial Group
New York
$339K +$1.74K +8 +0.6%
AL
1757
ACAS LLC
California
$338K +$307K +1,412 New
CRI
1758
Colonial River Investments
Virginia
$338K -$26.8K -123 -8%
AA
1759
AF Advisors
California
$338K – – –
CWM
1760
CarsonAllaria Wealth Management
Illinois
$338K +$181K +833 +145%
GSIAS
1761
Garden State Investment Advisory Services
New Jersey
$337K +$306K +1,406 New
EAM
1762
Empirical Asset Management
Massachusetts
$337K +$359K +1,648 New
RCG
1763
Regatta Capital Group
California
$336K +$23.3K +107 +8%
FNC
1764
First National Corp
Massachusetts
$336K – – –
IIM
1765
Ironwood Investment Management
Massachusetts
$335K -$42.5K -195 -12%
EWA
1766
ERTS Wealth Advisors
Michigan
$335K – – –
NJBEST
1767
New Jersey Better Educational Savings Trust
New Jersey
$335K – – –
WSCM
1768
Wellington Shields Capital Management
New York
$335K – – –
AA
1769
Alta Advisers
United Kingdom
$335K – – –
EFSCE
1770
Enterprise Financial Services Corp (EFSC)
Missouri
$335K +$9.36K +43 +3%
TA
1771
TFG Advisers
Michigan
$334K -$6.53K -30 -2%
AA
1772
Alesco Advisors
New York
$334K +$2.4K +11 +0.8%
SSA
1773
South Street Advisors
New York
$333K +$303K +1,390 New
WCA
1774
Waypoint Capital Advisors
Minnesota
$333K -$17.4K -80 -5%
GKWIM
1775
Gerber Kawasaki Wealth & Investment Management
California
$333K -$7.18K -33 -2%
69 70
71
72 73