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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1026
Slagle Financial
Illinois
$2.16M -$3.55M -11,119 -65%
DPIM
1027
Duff & Phelps Investment Management
Illinois
$2.16M +$77.7K +243 +4%
IP
1028
Intellectus Partners
California
$2.15M -$79.3K -248 -4%
WHG
1029
Westwood Holdings Group
Texas
$2.14M -$512K -1,602 -22%
MG
1030
Mather Group
Illinois
$2.14M -$656K -2,052 -22%
BFA
1031
Benedict Financial Advisors
Georgia
$2.14M -$959 -3 -0.1%
P
1032
&Partners
Tennessee
$2.13M +$560K +1,752 +43%
IWS
1033
Insight Wealth Strategies
California
$2.13M +$1.86M +5,823 New
CST
1034
Charles Schwab Trust
Nevada
$2.13M -$145K -455 -7%
SCM
1035
Spreng Capital Management
Ohio
$2.13M +$2.88K +9 +0.2%
PWM
1036
Pinnacle Wealth Management
California
$2.13M -$1.31M -4,089 -41%
RT
1037
Rockland Trust
Massachusetts
$2.11M -$420K -1,315 -19%
CSA
1038
Cottage Street Advisors
Massachusetts
$2.11M +$12.5K +39 +0.7%
NW
1039
Naviter Wealth
Arkansas
$2.11M -$82.1K -257 -4%
LC
1040
Lindbrook Capital
California
$2.1M +$62.6K +196 +4%
PWSG
1041
Pacific Wealth Strategies Group
California
$2.1M +$59.4K +186 +3%
MWM
1042
Mattern Wealth Management
Kansas
$2.09M +$320 +1 +0%
WA
1043
WBH Advisory
Maryland
$2.08M -$1.28K -4 -0.1%
CAG
1044
Csenge Advisory Group
Florida
$2.08M -$326K -1,019 -15%
AWE
1045
Avidian Wealth Enterprises
Texas
$2.07M +$61K +191 +3%
JSL
1046
JT Stratford LLC
Georgia
$2.07M +$570K +1,783 +46%
BMC
1047
Beaton Management Company
Massachusetts
$2.07M – – –
NFG
1048
Nations Financial Group
Iowa
$2.07M +$127K +396 +8%
SC
1049
Syon Capital
California
$2.07M +$47.6K +149 +3%
IHL
1050
Investment House LLC
California
$2.06M – – –
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