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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1201
Gradient Investments
Minnesota
$910K -$24.2K -111 -3%
PP
1202
Patten & Patten
Tennessee
$909K -$33.7K -155 -4%
HWM
1203
Horizon Wealth Management
Illinois
$905K +$48.8K +224 +6%
AWM
1204
Accurate Wealth Management
Florida
$905K +$229K +1,051 +41%
RCAG
1205
Rehmann Capital Advisory Group
Michigan
$901K +$77.9K +358 +11%
FCB
1206
First County Bank
Connecticut
$898K +$816K +3,750 New
MCM
1207
Mitchell Capital Management
Kansas
$897K -$2.41M -11,066 -75%
MAM
1208
Morse Asset Management
Connecticut
$897K -$43.5K -200 -5%
SB
1209
Strategic Blueprint
Georgia
$896K -$17K -78 -2%
CWP
1210
Capital Wealth Planning
Florida
$896K -$111K -510 -12%
CIC
1211
Crawford Investment Counsel
Georgia
$894K +$5.44K +25 +0.7%
CWM
1212
Circle Wealth Management
New Jersey
$890K +$15.5K +71 +2%
MBT
1213
Montecito Bank & Trust
California
$890K -$4.14K -19 -0.5%
DG
1214
DMC Group
Alabama
$886K -$39.2K -180 -5%
FIA
1215
Foundations Investment Advisors
Arizona
$882K +$196K +899 +32%
AIM
1216
Aspen Investment Management
Michigan
$881K -$54.4K -250 -6%
M1FG
1217
Mach-1 Financial Group
Arkansas
$873K +$778K +3,574 +4,964%
SWA
1218
Stratos Wealth Advisors
Ohio
$872K -$5.66K -26 -0.7%
DIM
1219
Delta Investment Management
California
$871K +$1.09K +5 +0.1%
JWCA
1220
J.W. Coons Advisors
Ohio
$870K – – –
CIC
1221
Carnegie Investment Counsel
Ohio
$869K +$22K +101 +3%
SFA
1222
Source Financial Advisors
New York
$869K -$871 -4 -0.1%
WC
1223
Woodstock Corp
Massachusetts
$868K -$10.9K -50 -1%
SHFA
1224
SS&H Financial Advisors
Michigan
$868K – – –
DBIA
1225
Dumont & Blake Investment Advisors
New Jersey
$868K -$1.09K -5 -0.1%
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