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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1276
Carmichael Hill & Associates
Maryland
$590K -$1.48K -7 -0.2%
KWMG
1277
King Wealth Management Group
Florida
$590K +$6.11K +29 +0.9%
VWA
1278
Visionary Wealth Advisors
Illinois
$585K -$166K -787 -19%
TC
1279
Trust Company
Kansas
$585K -$12.6K -60 -2%
AIC
1280
Archer Investment Corporation
Indiana
$584K +$21.3K +101 +3%
AWA
1281
Arete Wealth Advisors
Illinois
$583K +$43.2K +205 +7%
ZF
1282
Zhang Financial
Michigan
$582K +$127K +604 +23%
CB
1283
CNB Bank
Pennsylvania
$581K – – –
FCB
1284
First Command Bank
Texas
$580K -$15.4K -73 -2%
FCFS
1285
First Command Financial Services
Texas
$580K -$15.4K -73 -2%
MWM
1286
Mission Wealth Management
California
$579K -$43.2K -205 -6%
SFS
1287
Security Financial Services
Indiana
$577K – – –
HI
1288
Hoey Investments
Pennsylvania
$576K -$494K -2,344 -42%
EP
1289
Edgestream Partners
New Jersey
$575K -$445K -2,110 -40%
PWPS
1290
Pinnacle Wealth Planning Services
Ohio
$574K -$167K -793 -20%
AP
1291
Atwood & Palmer
Missouri
$573K -$15.8K -75 -2%
SB
1292
Sunflower Bank
Texas
$572K -$561K -2,662 -45%
KA
1293
Kercheville Advisors
Texas
$572K -$205K -975 -23%
BDWCC
1294
B&D White Capital Company
Texas
$572K +$674K +3,200 New
CPA
1295
Cardiff Park Advisors
California
$569K -$17.9K -85 -3%
CWM
1296
CCG Wealth Management
California
$568K +$11.6K +55 +2%
MCM
1297
Maryland Capital Management
Maryland
$567K +$25.3K +120 +4%
PFA
1298
Pathway Financial Advisors
Vermont
$565K – – –
HBW
1299
Hazlett, Burt & Watson
West Virginia
$563K -$8.01K -38 -1%
SWM
1300
Segment Wealth Management
Texas
$562K -$1.79M -8,516 -73%
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