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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
CGN Advisors
Kansas
$2.17M +$61.6K +173 +3%
SC
1002
Syon Capital
California
$2.17M +$183K +513 +8%
ANTB
1003
AMG National Trust Bank
Colorado
$2.16M -$21.4K -60 -0.9%
CT
1004
Coastline Trust
Rhode Island
$2.15M +$83.4K +234 +4%
SFP
1005
Shepherd Financial Partners
Massachusetts
$2.13M +$206K +579 +10%
PSC
1006
Portman Square Capital
United Kingdom
$2.13M +$2.3M +6,464 New
HI
1007
Harbour Investments
Wisconsin
$2.12M -$41.7K -117 -2%
IWS
1008
Insight Wealth Strategies
California
$2.12M +$10.3K +29 +0.5%
CWAG
1009
Compton Wealth Advisory Group
Virginia
$2.12M -$316K -886 -12%
APP
1010
Avantax Planning Partners
Iowa
$2.11M +$49.5K +139 +2%
GWP
1011
Gen-Wealth Partners
Michigan
$2.11M +$111K +311 +5%
IAIM
1012
International Assets Investment Management
Florida
$2.11M +$336K +944 +17%
TA
1013
TKG Advisors
Indiana
$2.1M +$142K +400 +7%
WPC
1014
Wedmont Private Capital
Pennsylvania
$2.1M -$65.2K -183 -2%
4WM
1015
44 Wealth Management
Oregon
$2.1M -$53.8K -151 -2%
IP
1016
Ignite Planners
California
$2.09M +$192K +538 +9%
AP
1017
Advisors Preferred
Maryland
$2.08M +$2.24M +6,300 New
FPCP
1018
Fort Point Capital Partners
California
$2.08M -$86.2K -242 -4%
GLA
1019
Good Life Advisors
Pennsylvania
$2.08M +$9.26K +26 +0.4%
EIP
1020
Ellis Investment Partners
Pennsylvania
$2.08M -$269K -756 -11%
CCA
1021
Checchi Capital Advisers
California
$2.07M +$41K +115 +2%
CB
1022
CNB Bank
Pennsylvania
$2.07M +$125K +350 +6%
PFBT
1023
Parkside Financial Bank & Trust
Missouri
$2.07M +$105K +295 +5%
GMFG
1024
Greater Midwest Financial Group
Minnesota
$2.07M +$116K +327 +6%
RMC
1025
Resources Management Corp
Connecticut
$2.06M -$33.8K -95 -2%
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