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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MJP
1151
Michael J. Puzo
$720K – – –
CNFG
1152
Creegan & Nassoura Financial Group
New Hampshire
$719K -$11.6K -55 -1%
MF
1153
Montis Financial
Massachusetts
$717K -$1.05K -5 -0.1%
FMB
1154
Field & Main Bank
Kentucky
$717K +$102K +483 +14%
SWA
1155
Stratos Wealth Advisors
Ohio
$716K +$35.6K +169 +4%
TCM
1156
Telos Capital Management
California
$715K -$3.16K -15 -0.4%
SC
1157
Saybrook Capital
North Carolina
$715K – – –
LOPW
1158
Live Oak Private Wealth
North Carolina
$712K +$190K +900 +29%
CIM
1159
CIM Investment Management
Pennsylvania
$711K -$4.42K -21 -0.5%
WAM
1160
Werlinich Asset Management
Connecticut
$711K – – –
HIA
1161
Harbor Investment Advisory
Maryland
$709K +$4.21K +20 +0.5%
GI
1162
Gradient Investments
Minnesota
$708K +$5.27K +25 +0.6%
TCB
1163
Texas Capital Bancshares
Texas
$706K – – –
PP
1164
Patten & Patten
Tennessee
$706K +$100K +476 +14%
AA
1165
Argent Advisors
Louisiana
$704K -$65.3K -310 -7%
TCWM
1166
Total Clarity Wealth Management
Illinois
$704K -$48K -228 -5%
NF
1167
Norwood Financial
Pennsylvania
$703K – – –
PWM
1168
Penobscot Wealth Management
Maine
$703K +$20.2K +96 +3%
WAM
1169
WealthTrust Asset Management
Florida
$703K +$829K +3,932 New
AIM
1170
Aspen Investment Management
Michigan
$702K -$211 -1 -0%
LC
1171
Lindbrook Capital
California
$699K +$54.4K +258 +7%
CB
1172
Cadence Bank
Mississippi
$696K -$58.6K -278 -7%
HI
1173
Harbour Investments
Wisconsin
$694K +$818K +3,880 New
LF
1174
Lantz Financial
Illinois
$693K -$63K -299 -7%
SFG
1175
SNS Financial Group
Minnesota
$691K +$4.85K +23 +0.6%
45 46
47
48 49