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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1301
Sweet Financial Partners
Minnesota
$700K +$25.4K +121 +4%
GWM
1302
Gray Wealth Management
Maine
$699K +$54.7K +261 +9%
FFA
1303
Founders Financial Alliance
North Carolina
$698K +$4.61K +22 +0.7%
ECM
1304
Evergreen Capital Management
Washington
$698K +$45.3K +216 +7%
6F
1305
626 Financial
Michigan
$696K +$9.65K +46 +1%
BL
1306
Balentine LLC
Georgia
$695K +$182K +870 +39%
CWM
1307
CCG Wealth Management
California
$695K +$655K +3,121 New
TA
1308
Tiedemann Advisors
New York
$692K +$13K +62 +2%
FWTB
1309
First Western Trust Bank
Colorado
$692K +$651K +3,103 New
FHC
1310
First Heartland Consultants
Missouri
$689K +$84.3K +402 +15%
GM
1311
GeoWealth Management
Illinois
$688K +$264K +1,258 +69%
LOPW
1312
Live Oak Private Wealth
North Carolina
$687K +$26.4K +126 +4%
APG
1313
Abacus Planning Group
South Carolina
$682K +$32.1K +153 +5%
AWA
1314
Arete Wealth Advisors
Illinois
$681K +$18.7K +89 +3%
MCM
1315
Maryland Capital Management
Maryland
$680K -$49.1K -234 -7%
DI
1316
Diligent Investors
California
$679K +$26.4K +126 +4%
CA
1317
Clearstead Advisors
Ohio
$679K +$216K +1,031 +51%
KCPG
1318
Kavar Capital Partners Group
Kansas
$679K +$220K +1,050 +53%
QCG
1319
Quadrant Capital Group
Ohio
$675K +$40.5K +193 +7%
HWA
1320
HHM Wealth Advisors
Tennessee
$672K -$69.2K -330 -10%
CCG
1321
Ceeto Capital Group
Florida
$668K – – –
SACTSONJ
1322
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$668K – – –
CAMG
1323
CWA Asset Management Group
Florida
$666K +$24.7K +118 +4%
CCFCSB
1324
Cape Cod Five Cents Savings Bank
Massachusetts
$663K -$57.5K -274 -8%
MAM
1325
Morse Asset Management
Connecticut
$663K +$75.5K +360 +14%
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