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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
2876
Northwest & Ethical Investments
Ontario, Canada
$434K +$417K +602 New
SFG
2877
Sunburst Financial Group
Alabama
$434K +$14.5K +21 +4%
KOMWMG
2878
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$433K -$3.46K -5 -0.8%
SAMC
2879
Spectrum Asset Management (California)
California
$433K +$139K +201 +49%
CC
2880
Capital Counsel
New York
$433K – – –
EP
2881
E6 Portfolios
Utah
$432K +$33.9K +49 +9%
GHA
2882
Granite Harbor Advisors
Texas
$430K -$11.1K -16 -3%
MAP
2883
Moody Aldrich Partners
Massachusetts
$430K +$119K +172 +40%
KFA
2884
Kapstone Financial Advisors
Ohio
$430K +$420K +607 New
UAM
2885
Unison Asset Management
Florida
$429K – – –
BWM
2886
Bernicke Wealth Management
Wisconsin
$428K +$418K +604 New
JE
2887
JMAC Enterprises
Pennsylvania
$428K – – –
AU
2888
AlphaGrep UK
$427K -$168K -243 -29%
RYIA
2889
Roehl & Yi Investment Advisors
Oregon
$426K -$8.31K -12 -2%
CCWM
2890
Correct Capital Wealth Management
Missouri
$426K +$28.4K +41 +7%
B
2891
Bedminster
South Carolina
$425K – – –
BRWM
2892
Blue Rock Wealth Management
North Carolina
$425K – – –
TWM
2893
Tolleson Wealth Management
Texas
$425K – – –
RWA
2894
Reicon Wealth Advisors
Georgia
$425K +$416K +600 New
PFM
2895
Phillips Financial Management
Indiana
$424K -$92.1K -133 -18%
TWM
2896
TSA Wealth Management
Texas
$423K +$413K +597 New
NRW
2897
Nova R Wealth
Kansas
$422K +$9K +13 +2%
LWA
2898
LifeGoal Wealth Advisors
New York
$422K +$693 +1 +0.2%
AIA
2899
Alternative Investment Advisors
Florida
$422K +$22.2K +32 +6%
SP
2900
Symmetry Partners
Connecticut
$422K +$11.1K +16 +3%
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