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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1201
Thoroughbred Financial Services
Tennessee
$602K +$194K +930 +42%
FFA
1202
Founders Financial Alliance
North Carolina
$601K +$6.66K +32 +1%
VCM
1203
Virtue Capital Management
Tennessee
$600K -$23.9K -115 -4%
SIG
1204
Sargent Investment Group
Maryland
$600K +$146K +703 +29%
LA
1205
LexAurum Advisors
Kansas
$599K +$625 +3 +0.1%
FB
1206
Fulton Bank
Pennsylvania
$598K -$12.1K -58 -2%
BCA
1207
Bay Colony Advisors
Massachusetts
$597K -$153K -736 -19%
QPWM
1208
Quadrant Private Wealth Management
Pennsylvania
$597K -$9.16K -44 -1%
AF
1209
Affiance Financial
Minnesota
$597K – – –
CB
1210
CNB Bank
Pennsylvania
$596K – – –
MC
1211
Machina Capital
France
$595K +$187K +900 +41%
FCB
1212
First Command Bank
Texas
$593K -$11K -53 -2%
FCFS
1213
First Command Financial Services
Texas
$593K -$11K -53 -2%
S
1214
Seeyond
France
$587K -$1.1M -5,258 -63%
NG
1215
Northstar Group
New York
$587K +$16.9K +81 +3%
HWAM
1216
Hennion & Walsh Asset Management
New Jersey
$587K +$169K +810 +36%
KFS
1217
Kurt F. Somerville
$585K -$15.6K -75 -2%
RB
1218
Rodgers Brothers
Pennsylvania
$585K – – –
TA
1219
Tiedemann Advisors
New York
$584K -$63.1K -303 -9%
RMCM
1220
Reynders McVeigh Capital Management
Massachusetts
$584K -$27.1K -130 -4%
VCM
1221
Vigilant Capital Management
Maine
$584K +$15.6K +75 +3%
PCM
1222
Prelude Capital Management
New York
$583K -$2.45M -11,772 -79%
TCWM
1223
Total Clarity Wealth Management
Illinois
$583K -$8.96K -43 -1%
IA
1224
IFG Advisory
Georgia
$583K +$11.7K +56 +2%
NG
1225
NWK Group
California
$580K -$3.45M -16,568 -85%
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