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Caterpillar
CAT

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