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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1301
First Heartland Consultants
Missouri
$4.54M -$85.2K -97 -2%
KFI
1302
Kachkovsky & Fisher Inc
California
$4.51M +$3.72M +4,232 New
MGP
1303
M&G plc
United Kingdom
$4.5M -$4.59M -5,220 -55%
GWMR
1304
GC Wealth Management RIA
Massachusetts
$4.5M -$227K -258 -6%
WAM
1305
Werlinich Asset Management
Connecticut
$4.49M – – –
CG
1306
Cynosure Group
Utah
$4.48M -$1.1M -1,252 -23%
NS
1307
NBC Securities
Alabama
$4.47M +$18.4K +21 +0.5%
AS
1308
Altshuler Shaham
Israel
$4.46M -$799K -909 -18%
WP
1309
Wealthspan Partners
Iowa
$4.46M -$19.3K -22 -0.5%
DCA
1310
DSG Capital Advisors
Minnesota
$4.43M +$2.65M +3,021 +175%
WCAMG
1311
Woodard & Company Asset Management Group
North Carolina
$4.43M +$35.1K +40 +1%
SCM
1312
Silvant Capital Management
Georgia
$4.43M +$242K +276 +7%
EA
1313
Ellsworth Advisors
Ohio
$4.42M +$187K +213 +5%
MCM
1314
Mainstay Capital Management
Michigan
$4.42M -$218K -248 -6%
SC
1315
Solstein Capital
California
$4.42M -$110K -125 -3%
7WCP
1316
71 West Capital Partners
Massachusetts
$4.41M +$1.03M +1,169 +39%
SS
1317
SBI Securities
Japan
$4.41M +$211K +240 +6%
HBW
1318
Hazlett, Burt & Watson
West Virginia
$4.4M +$279K +318 +8%
RCM
1319
RNC Capital Management
California
$4.39M -$67.6K -77 -2%
DMBA
1320
Deseret Mutual Benefit Administrators
Utah
$4.39M -$396K -451 -10%
BB
1321
Burford Brothers
Texas
$4.39M +$85.2K +97 +2%
GC
1322
Gibson Capital
Pennsylvania
$4.38M – – –
PPWP
1323
Premier Path Wealth Partners
New Jersey
$4.38M +$289K +329 +9%
EP
1324
Evelyn Partners
$4.38M +$3.61M +4,109 New
WT
1325
Washington Trust
Rhode Island
$4.37M -$22.8K -26 -0.6%
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