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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1276
Covington Capital Management
California
$663K +$90.6K +450 +16%
LMAM
1277
Legg Mason Asset Management
Japan
$663K +$646K +3,206 New
PPW
1278
Parcion Private Wealth
Washington
$662K -$274K -1,362 -32%
RCM
1279
Requisite Capital Management
Texas
$662K +$151K +750 +31%
NG
1280
NWK Group
California
$660K +$34.4K +171 +6%
TCA
1281
Transcend Capital Advisors
New Jersey
$659K +$133K +659 +26%
SC
1282
SouthState Corp
Florida
$658K +$87.4K +434 +16%
CPA
1283
Cardiff Park Advisors
California
$658K +$641K +3,184 New
PFA
1284
Pathway Financial Advisors
Vermont
$658K +$657K +3,263 New
KFS
1285
Kaizen Financial Strategies
California
$656K -$224K -1,111 -26%
CGH
1286
CMG Global Holdings
Texas
$655K -$6.04K -30 -0.9%
WIC
1287
Woodmont Investment Counsel
Tennessee
$655K +$638K +3,170 New
AIC
1288
Archer Investment Corporation
Indiana
$655K +$43.5K +216 +7%
FFS
1289
Founders Financial Securities
Maryland
$653K +$72.5K +360 +13%
PWMAG
1290
Pinnacle Wealth Management Advisory Group
New Jersey
$651K +$289K +1,434 +84%
WCWM
1291
Willow Creek Wealth Management
California
$650K – – –
XF
1292
XML Financial
Maryland
$650K +$46.3K +230 +8%
WA
1293
Waverly Advisors
Alabama
$649K -$117K -579 -15%
MWM
1294
Mission Wealth Management
California
$648K +$38.7K +192 +7%
JAG
1295
Journey Advisory Group
Kentucky
$645K -$44.3K -220 -7%
FFA
1296
Founders Financial Alliance
North Carolina
$643K -$4.63K -23 -0.7%
AF
1297
Affiance Financial
Minnesota
$643K – – –
KFS
1298
Kurt F. Somerville
$643K +$13.1K +65 +2%
TCWM
1299
Total Clarity Wealth Management
Illinois
$643K +$14.5K +72 +2%
IFG
1300
Investors Financial Group
Minnesota
$642K +$125K +621 +25%
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