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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWIM
1201
Old West Investment Management
California
$2.13M – – –
IJWM
1202
Inman Jager Wealth Management
Mississippi
$2.13M -$114K -267 -6%
CRIG
1203
Charter Research & Investment Group
Connecticut
$2.12M – – –
FHA
1204
Flagship Harbor Advisors
Massachusetts
$2.12M +$85.8K +201 +5%
SCM
1205
SOL Capital Management
Maryland
$2.12M -$17.5K -41 -0.9%
KCM
1206
Kerusso Capital Management
North Carolina
$2.12M -$117K -273 -6%
SI
1207
Sava Infond
Slovenia
$2.12M -$256K -600 -12%
CWM
1208
Cornerstone Wealth Management
Missouri
$2.12M +$127K +298 +7%
CPA
1209
Cardiff Park Advisors
California
$2.12M +$7.68K +18 +0.4%
WAAG
1210
Wealth Alliance Advisory Group
Kansas
$2.11M -$705K -1,652 -27%
RCI
1211
RS Crum Inc
California
$2.11M – – –
FCM
1212
Fire Capital Management
California
$2.11M +$21.3K +50 +1%
CSB
1213
City State Bank
Iowa
$2.11M -$27.7K -65 -1%
DAS
1214
Diversify Advisory Services
Utah
$2.1M +$105K +245 +7%
GWSG
1215
GPS Wealth Strategies Group
Colorado
$2.1M -$5.55K -13 -0.3%
BCG
1216
BayBridge Capital Group
California
$2.09M -$88.8K -208 -5%
MI
1217
Motiv8 Investments
Florida
$2.09M +$54.6K +128 +3%
RWM
1218
RKL Wealth Management
Pennsylvania
$2.09M -$41.4K -97 -2%
ICM
1219
IMS Capital Management
Oregon
$2.09M – – –
TF
1220
Trek Financial
Arizona
$2.09M +$88.8K +208 +5%
SFFS
1221
Stonehage Fleming Financial Services
Jersey
$2.09M – – –
TCWM
1222
Total Clarity Wealth Management
Illinois
$2.07M +$34.6K +81 +2%
ANB
1223
Amarillo National Bank
Texas
$2.07M – – –
SC
1224
Solstein Capital
California
$2.06M – – –
NB
1225
Nicolet Bankshares
Wisconsin
$2.06M +$374K +876 +25%
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