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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PAMG
1251
Patton Albertson Miller Group
Tennessee
$534K -$70.3K -385 -11%
BCA
1252
Bay Colony Advisors
Massachusetts
$533K -$30.5K -167 -5%
FMLI
1253
Fukoku Mutual Life Insurance
Japan
$532K -$20.1K -110 -3%
ZF
1254
Zhang Financial
Michigan
$532K -$1.83K -10 -0.3%
SFS
1255
Security Financial Services
Indiana
$530K +$183 +1 +0%
FMN
1256
Financial Management Network
California
$530K +$6.76K +37 +1%
NSB
1257
Norway Savings Bank
Maine
$530K +$28.3K +155 +5%
FCB
1258
First Command Bank
Texas
$528K -$4.93K -27 -0.8%
FCFS
1259
First Command Financial Services
Texas
$528K -$4.93K -27 -0.8%
AP
1260
Atwood & Palmer
Missouri
$526K – – –
CT
1261
Colonial Trust
South Carolina
$526K +$585K +3,203 New
EHC
1262
Everett Harris & Co
California
$525K -$658K -3,600 -53%
KA
1263
Kercheville Advisors
Texas
$525K – – –
FFA
1264
Founders Financial Alliance
North Carolina
$522K -$469K -2,569 -45%
CCFM
1265
Clear Creek Financial Management
Washington
$521K +$18.4K +101 +3%
WPC
1266
Wedmont Private Capital
Pennsylvania
$520K +$52.1K +285 +10%
PFA
1267
Pathway Financial Advisors
Vermont
$519K – – –
QCG
1268
Quadrant Capital Group
Ohio
$517K -$57.7K -316 -9%
SWM
1269
Segment Wealth Management
Texas
$516K +$183 +1 +0%
HWA
1270
HHM Wealth Advisors
Tennessee
$516K +$40.9K +224 +8%
GWM
1271
Gray Wealth Management
Maine
$515K – – –
AI
1272
AXS Investments
New York
$514K -$67.8K -371 -11%
FFG
1273
Fortem Financial Group
California
$514K – – –
SFP
1274
Sweet Financial Partners
Minnesota
$514K – – –
CPA
1275
Cardiff Park Advisors
California
$513K -$9.86K -54 -2%
49 50
51
52 53