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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2476
Cyr Financial
Illinois
$307K -$50.7K -152 -16%
FEG
2477
Financial Enhancement Group
Indiana
$306K +$3K +9 +1%
CRWM
2478
Castle Rock Wealth Management
California
$305K +$2K +6 +0.8%
WIM
2479
Westside Investment Management
California
$305K +$17.7K +53 +7%
TSS
2480
Two Sigma Securities
New York
$304K +$261K +784 New
PI
2481
Pettee Investors
Connecticut
$304K – – –
DI
2482
Disciplined Investments
Oklahoma
$304K -$1.33K -4 -0.5%
R
2483
Rebalance
California
$303K -$15K -45 -5%
OWM
2484
Omnitrust Wealth Management
Florida
$302K +$94.7K +284 New
SHGA
2485
Sand Hill Global Advisors
California
$302K +$2.33K +7 +0.9%
PGWM
2486
Parisi Gray Wealth Management
New Jersey
$302K – – –
HA
2487
Helium Advisors
Washington
$301K – – –
MWM
2488
MBE Wealth Management
Wisconsin
$301K -$4.33K -13 -2%
SFPG
2489
Stonebridge Financial Planning Group
Florida
$300K -$33K -99 -11%
MA
2490
MBA Advisors
Pennsylvania
$300K -$2.67K -8 -1%
HCP
2491
Holt Capital Partners
Texas
$299K – – –
SGI
2492
Swan Global Investments
Colorado
$299K +$49.7K +149 +24%
MLFP
2493
MPS Loria Financial Planners
Illinois
$298K +$667 +2 +0.3%
I
2494
INVST
Indiana
$297K -$103K -309 -29%
AF
2495
Atala Financial
California
$297K – – –
ICM
2496
Intrepid Capital Management
Florida
$296K – – –
MME
2497
Meag Munich Ergo
Germany
$296K – – –
TC
2498
Trilogy Capital
California
$296K +$15K +45 +6%
CFP
2499
Cascade Financial Partners
California
$295K +$13.3K +40 +6%
MPM
2500
MBB Public Markets
Illinois
$295K -$59K -177 -19%
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