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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1126
Baker Tilly Wealth Management
Wisconsin
$681K -$287K -1,571 -27%
IWA
1127
IVC Wealth Advisors
Pennsylvania
$679K +$13.2K +72 +2%
CCG
1128
Cypress Capital Group
Florida
$678K -$52.1K -285 -6%
CC
1129
Chicago Capital
Illinois
$678K – – –
FCIM
1130
Fairview Capital Investment Management
California
$674K – – –
MFG
1131
Menard Financial Group
Texas
$670K +$57.2K +313 +8%
WDC
1132
Woodward Diversified Capital
California
$668K -$44.8K -245 -6%
TNBTD
1133
Trustmark National Bank Trust Department
Mississippi
$666K -$98.6K -540 -12%
DIA
1134
Dana Investment Advisors
Wisconsin
$666K -$15.9K -87 -2%
DG
1135
DMC Group
Alabama
$666K +$6.21K +34 +0.9%
LA
1136
LexAurum Advisors
Kansas
$665K -$69.1K -378 -9%
MFA
1137
Mayflower Financial Advisors
Massachusetts
$664K -$4.2K -23 -0.6%
SVWAG
1138
Sound View Wealth Advisors Group
Georgia
$664K -$1.46K -8 -0.2%
WT
1139
Washington Trust
Rhode Island
$663K -$183 -1 -0%
TCM
1140
Telos Capital Management
California
$663K +$7.67K +42 +1%
AA
1141
Argent Advisors
Louisiana
$663K +$18.3K +100 +3%
NL
1142
NWAM LLC
Washington
$663K +$67K +367 +10%
MJP
1143
Michael J. Puzo
$661K – – –
RT
1144
Rockland Trust
Massachusetts
$660K -$14.8K -81 -2%
CNFG
1145
Creegan & Nassoura Financial Group
New Hampshire
$660K – – –
MF
1146
Montis Financial
Massachusetts
$657K -$1.46K -8 -0.2%
NA
1147
Navellier & Associates
Nevada
$656K -$36.5K -200 -5%
SC
1148
Saybrook Capital
North Carolina
$656K – – –
MAG
1149
MRA Advisory Group
New Jersey
$655K +$60.1K +329 +10%
LOPW
1150
Live Oak Private Wealth
North Carolina
$653K – – –
44 45
46
47 48