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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
3601
Strategic Point Investment Advisors
Rhode Island
$270K +$223K +254 New
MCIA
3602
Mountain Capital Investment Advisors
Colorado
$270K +$223K +254 New
FC
3603
Fairscale Capital
New Hampshire
$269K – – –
TCM
3604
Triumph Capital Management
Colorado
$269K -$2.63K -3 -1%
LP
3605
LMR Partners
United Kingdom
$268K +$221K +252 New
MIM
3606
MTM Investment Management
South Carolina
$267K – – –
MPPLM
3607
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$267K +$220K +251 New
CAL
3608
Capital Advisors Ltd
Ohio
$267K – – –
PFA
3609
Pathway Financial Advisers
Indiana
$267K +$220K +250 New
SJIM
3610
St. Johns Investment Management
Florida
$266K – – –
AC
3611
Avenir Corporation
Virginia
$266K +$220K +250 New
BWM
3612
BCGM Wealth Management
Indiana
$266K +$220K +250 New
CG
3613
Clifford Group
Massachusetts
$266K +$220K +250 New
GPW
3614
Gray Private Wealth
Massachusetts
$266K +$220K +250 New
HCMG
3615
Howard Capital Management Group
California
$266K +$220K +250 New
JSA
3616
Jacobson & Schmitt Advisors
Wisconsin
$266K +$220K +250 New
LAS
3617
Legacy Advisory Services
Pennsylvania
$266K +$220K +250 New
LSWM
3618
Lorne Steinberg Wealth Management
Canada
$266K +$220K +250 New
MSK
3619
Melissa S. Kampmann
$266K +$220K +250 New
TWM
3620
Tanglewood Wealth Management
Texas
$266K +$220K +250 New
UFA
3621
Uptown Financial Advisors
Texas
$266K +$220K +250 New
WIM
3622
Waycross Investment Management
Washington
$266K +$220K +250 New
MPIM
3623
McGinn Penninger Investment Management
Virginia
$266K +$220K +250 New
WIP
3624
WealthCare Investment Partners
Rhode Island
$265K +$219K +249 New
HFBOT
3625
Home Federal Bank of Tennessee
Tennessee
$265K -$745K -848 -77%
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145
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