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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
1101
Parkside Financial Bank & Trust
Missouri
$1.49M -$130K -503 -9%
WIC
1102
Woodmont Investment Counsel
Tennessee
$1.49M +$755K +2,912 +136%
XWM
1103
Xcel Wealth Management
Florida
$1.49M -$12.7K -49 -1%
DFA
1104
DHJJ Financial Advisors
Illinois
$1.48M – – –
FCB
1105
First County Bank
Connecticut
$1.48M -$37.9K -146 -3%
DF
1106
Donoghue Forlines
Massachusetts
$1.48M +$69.5K +268 +6%
DAM
1107
Diamant Asset Management
Connecticut
$1.46M +$51.9K +200 +4%
GWSG
1108
GPS Wealth Strategies Group
Colorado
$1.46M +$25.9K +100 +2%
GLR
1109
Great Lakes Retirement
Ohio
$1.45M +$77.3K +298 +6%
PWAM
1110
Pinnacle West Asset Management
Wyoming
$1.45M +$33.7K +130 +3%
SIA
1111
Schear Investment Advisers
Ohio
$1.45M +$5.71K +22 +0.5%
BFO
1112
Boston Family Office
Massachusetts
$1.44M – – –
ISL
1113
Ingalls & Snyder LLC
New York
$1.43M – – –
MF
1114
Manchester Financial
California
$1.43M -$35.8K -138 -3%
TBA
1115
Tower Bridge Advisors
Pennsylvania
$1.43M +$28.5K +110 +2%
TLA
1116
Tanglewood Legacy Advisors
Texas
$1.41M – – –
CCG
1117
Cypress Capital Group
Florida
$1.41M -$329K -1,270 -21%
JFGIW
1118
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.41M +$281K +1,084 +29%
MNBTD
1119
Moody National Bank Trust Division
Texas
$1.41M -$1.42M -5,466 -53%
GM
1120
GeoWealth Management
Illinois
$1.4M +$871K +3,357 +243%
OIA
1121
Optimum Investment Advisors
Illinois
$1.4M -$136K -526 -10%
CRIG
1122
Charter Research & Investment Group
Connecticut
$1.4M – – –
EIA
1123
Eldridge Investment Advisors
New Hampshire
$1.4M – – –
SWM
1124
Silverlake Wealth Management
Vermont
$1.4M -$466K -1,796 -28%
DI
1125
Diligent Investors
California
$1.39M -$10.9K -42 -0.9%
43 44
45
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