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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CJ
2826
Caitlin John
Michigan
$99.9K -$7.37K -19 -6%
WTFG
2827
Wood Tarver Financial Group
Idaho
$99K +$106K +273 New
CSWM
2828
Cassady Schiller Wealth Management
Ohio
$98.9K +$9.7K +25 +10%
CB
2829
Centennial Bank
Arkansas
$94.7K – – –
BHWM
2830
Bay Harbor Wealth Management
Maryland
$94.3K +$3.49K +9 +4%
HC
2831
Hurley Capital
New York
$93.9K +$99.3K +256 New
DWA
2832
Delos Wealth Advisors
Texas
$93.2K – – –
MAM
2833
Meeder Asset Management
Ohio
$91.4K +$67.5K +174 +223%
POIA
2834
Pin Oak Investment Advisors
Texas
$91K – – –
KWAG
2835
Kiely Wealth Advisory Group
North Carolina
$90.8K – – –
GA
2836
GoalVest Advisory
New York
$90.7K – – –
SJIM
2837
St. Johns Investment Management
Florida
$90.7K – – –
HWM
2838
Horizons Wealth Management
North Carolina
$90.3K -$388 -1 -0.4%
GKIM
2839
GW&K Investment Management
Massachusetts
$90K +$4.27K +11 +5%
S
2840
Sachetta
Massachusetts
$87.1K +$1.55K +4 +2%
JFA
2841
JNBA Financial Advisors
Minnesota
$86.7K -$2.71K -7 -3%
KPP
2842
Kings Path Partners
Texas
$86K – – –
FDW
2843
Fourth Dimension Wealth
Ohio
$85.6K +$91.5K +236 New
SWA
2844
SOA Wealth Advisors
New York
$84.6K +$29.9K +77 +49%
BC
2845
Barrett & Company
Rhode Island
$83.9K – – –
CPG
2846
Cornerstone Planning Group
New Jersey
$83.5K +$2.33K +6 +3%
TFGT
2847
TS Financial Group (TSFG)
Illinois
$83K -$116K -300 -57%
FLP
2848
Financial Life Planners
Arizona
$82.9K +$88.4K +228 New
CCMI
2849
Creative Capital Management Investments
California
$82.7K – – –
FCMT
2850
Founders Capital Management (Texas)
Texas
$82.5K – – –
112 113
114
115 116