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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1276
High Net Worth Advisory Group
Florida
$1.3M +$98.8K +285 +8%
SS
1277
Sunbelt Securities
Texas
$1.29M +$1.73K +5 +0.1%
GIP
1278
Granite Investment Partners
California
$1.29M – – –
PP
1279
Patten & Patten
Tennessee
$1.29M -$15.6K -45 -1%
P
1280
Pitcairn
Pennsylvania
$1.29M +$138K +397 +11%
NAS
1281
Nicolet Advisory Services
Wisconsin
$1.28M +$17.7K +51 +1%
1WA
1282
180 Wealth Advisors
Washington
$1.28M +$248K +716 +23%
HIM
1283
Hillsdale Investment Management
Ontario, Canada
$1.28M +$1.15M +3,327 +649%
EFA
1284
Evernest Financial Advisors
Indiana
$1.28M -$114K -328 -8%
CWS
1285
Confluence Wealth Services
Pennsylvania
$1.28M +$16.6K +48 +1%
EHC
1286
Everett Harris & Co
California
$1.27M +$8.67K +25 +0.7%
FCFC
1287
First Citizens Financial Corp
Iowa
$1.26M -$2.77K -8 -0.2%
CWM
1288
Cornerstone Wealth Management
Missouri
$1.26M -$71.8K -207 -5%
NQWM
1289
Northwest Quadrant Wealth Management
Oregon
$1.25M -$222K -640 -15%
AIC
1290
Argus Investors Counsel
New York
$1.25M -$212K -610 -14%
SAM
1291
Sequent Asset Management
Texas
$1.25M -$566K -1,633 -30%
C
1292
Certuity
Florida
$1.24M +$75.6K +218 +6%
PMSA
1293
Patrick M. Sweeney & Associates
Illinois
$1.24M +$6.93K +20 +0.5%
LWA
1294
Lantern Wealth Advisors
New York
$1.23M +$693 +2 +0.1%
PWPS
1295
Pinnacle Wealth Planning Services
Ohio
$1.23M -$67.6K -195 -5%
MTIC
1296
Missouri Trust & Investment Company
Missouri
$1.23M -$3.47K -10 -0.3%
MHIC
1297
Marble Harbor Investment Counsel
Massachusetts
$1.23M – – –
RCAG
1298
Rehmann Capital Advisory Group
Michigan
$1.22M +$20.1K +58 +2%
GWP
1299
Gateway Wealth Partners
Wisconsin
$1.22M +$29.1K +84 +2%
SFA
1300
Souders Financial Advisors
Ohio
$1.22M +$10.1K +29 +0.8%
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