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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1101
TRUE Private Wealth Advisors
Oregon
$908K +$14.5K +70 +2%
SFG
1102
SNS Financial Group
Minnesota
$906K -$2.95M -14,227 -78%
GW
1103
GW & Wade
Massachusetts
$902K +$59.4K +287 +8%
IWA
1104
IVC Wealth Advisors
Pennsylvania
$900K +$13.7K +66 +2%
RFM
1105
Royal Fund Management
Florida
$895K +$295K +1,427 +59%
BA
1106
Ballast Advisors
Minnesota
$885K – – –
CIS
1107
Capital International Sarl
California
$879K +$505K +2,440 +180%
WDC
1108
Woodward Diversified Capital
California
$878K -$47K -227 -6%
WR
1109
WD Rutherford
Oregon
$877K +$129K +625 +20%
FMLI
1110
Fukoku Mutual Life Insurance
Japan
$876K – – –
SFG
1111
Summit Financial Group
West Virginia
$873K – – –
MFG
1112
Menard Financial Group
Texas
$871K -$26.5K -128 -3%
EWM
1113
Empirical Wealth Management
Washington
$870K -$5.59K -27 -0.7%
WC
1114
Weil Company
California
$869K +$228K +1,103 +42%
PAMP
1115
Polar Asset Management Partners
Ontario, Canada
$865K +$773K +3,732 New
CCB
1116
Cutter & Co Brokerage
Missouri
$862K -$107K -518 -12%
GI
1117
Gradient Investments
Minnesota
$862K +$199K +962 +35%
EGA
1118
E&G Advisors
Texas
$858K -$82.8K -400 -10%
LSAG
1119
Lake Street Advisors Group
New Hampshire
$858K +$7.66K +37 +1%
WAM
1120
Werlinich Asset Management
Connecticut
$858K +$766K +3,700 New
CWM
1121
Circle Wealth Management
New Jersey
$855K +$9.52K +46 +1%
RCM
1122
RNC Capital Management
California
$855K +$27.9K +135 +4%
ABTD
1123
Arvest Bank Trust Division
Oklahoma
$854K +$155K +749 +26%
IA
1124
Insight Advisors
Pennsylvania
$850K +$207K +998 +37%
TFA
1125
Teamwork Financial Advisors
Texas
$846K +$755K +3,648 New
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