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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
826
LMG Wealth Partners
Louisiana
$3.99M +$108K +324 +3%
MWM
827
Modern Wealth Management
Kansas
$3.97M +$2.67K +8 +0.1%
ISFAN
828
Investor's Fiduciary Advisor Network
Washington
$3.97M +$3.41M +10,220 New
TFS
829
Thoroughbred Financial Services
Tennessee
$3.95M -$1.18M -3,548 -26%
FM
830
Family Management
New York
$3.95M +$78K +234 +2%
RBWA
831
RFG - Bristol Wealth Advisors
Massachusetts
$3.93M +$52.3K +157 +2%
KC
832
Kinloch Capital
Virginia
$3.93M +$40K +120 +1%
MWM
833
Mattern Wealth Management
Kansas
$3.91M -$6.67K -20 -0.2%
LBC
834
Lowe Brockenbrough & Co
Virginia
$3.91M +$752K +2,255 +29%
NP
835
NorthRock Partners
Minnesota
$3.9M -$102K -307 -3%
FWM
836
Finer Wealth Management
Massachusetts
$3.9M +$120K +361 +4%
FFM
837
Fisher Funds Management
New Zealand
$3.89M – – –
SAM
838
Scopus Asset Management
New York
$3.88M +$3.33M +10,000 New
SIG
839
Stonegate Investment Group
Alabama
$3.88M +$668K +2,005 +25%
CG
840
Cynosure Group
Utah
$3.87M +$2.03M +6,094 +157%
RCM
841
RB Capital Management
Nevada
$3.87M +$86.3K +259 +3%
CAAS
842
Capital Asset Advisory Services
Michigan
$3.86M -$1.15M -3,449 -26%
FDS
843
First Dallas Securities
Texas
$3.86M +$28.3K +85 +0.9%
VCA
844
Verdence Capital Advisors
Maryland
$3.85M -$168K -503 -5%
DCM
845
Delta Capital Management
New Jersey
$3.84M – – –
MMPW
846
Mitchell McLeod Pugh & Williams
Alabama
$3.8M +$100K +301 +3%
PP
847
Prudential plc
United Kingdom
$3.79M +$377K +1,131 +13%
EWM
848
Evercore Wealth Management
New York
$3.77M +$80K +240 +3%
DIP
849
DT Investment Partners
Pennsylvania
$3.76M -$251K -753 -7%
CFB
850
Cullen/Frost Bankers
Texas
$3.76M +$27.3K +82 +0.9%
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