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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1126
IVC Wealth Advisors
Pennsylvania
$679K +$13.2K +72 +2%
CCG
1127
Cypress Capital Group
Florida
$678K -$52.1K -285 -6%
CC
1128
Chicago Capital
Illinois
$678K – – –
FCIM
1129
Fairview Capital Investment Management
California
$674K – – –
MFG
1130
Menard Financial Group
Texas
$670K +$57.2K +313 +8%
WDC
1131
Woodward Diversified Capital
California
$668K -$44.8K -245 -6%
TNBTD
1132
Trustmark National Bank Trust Department
Mississippi
$666K -$98.6K -540 -12%
DIA
1133
Dana Investment Advisors
Wisconsin
$666K -$15.9K -87 -2%
DG
1134
DMC Group
Alabama
$666K +$6.21K +34 +0.9%
LA
1135
LexAurum Advisors
Kansas
$665K -$69.1K -378 -9%
MFA
1136
Mayflower Financial Advisors
Massachusetts
$664K -$4.2K -23 -0.6%
SVWAG
1137
Sound View Wealth Advisors Group
Georgia
$664K -$1.46K -8 -0.2%
WT
1138
Washington Trust
Rhode Island
$663K -$183 -1 -0%
TCM
1139
Telos Capital Management
California
$663K +$7.67K +42 +1%
AA
1140
Argent Advisors
Louisiana
$663K +$18.3K +100 +3%
NL
1141
NWAM LLC
Washington
$663K +$67K +367 +10%
MJP
1142
Michael J. Puzo
$661K – – –
RT
1143
Rockland Trust
Massachusetts
$660K -$14.8K -81 -2%
CNFG
1144
Creegan & Nassoura Financial Group
New Hampshire
$660K – – –
MF
1145
Montis Financial
Massachusetts
$657K -$1.46K -8 -0.2%
NA
1146
Navellier & Associates
Nevada
$656K -$36.5K -200 -5%
SC
1147
Saybrook Capital
North Carolina
$656K – – –
MAG
1148
MRA Advisory Group
New Jersey
$655K +$60.1K +329 +10%
LOPW
1149
Live Oak Private Wealth
North Carolina
$653K – – –
WAM
1150
Werlinich Asset Management
Connecticut
$652K – – –
44 45
46
47 48