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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1326
Gradient Investments
Minnesota
$411K – – –
GB
1327
Goepper Burkhardt
South Carolina
$411K +$383K +2,260 New
RPC
1328
Rossmore Private Capital
Connecticut
$409K – – –
PAA
1329
Peregrine Asset Advisers
Oregon
$409K +$3.56K +21 +0.9%
1WA
1330
180 Wealth Advisors
Washington
$409K +$11.2K +66 +3%
MWM
1331
Mission Wealth Management
California
$409K +$101K +595 +36%
ECM
1332
Evergreen Capital Management
Washington
$407K -$185K -1,090 -33%
LDFR
1333
Lehman & Derafelo Financial Resources
Pennsylvania
$405K – – –
VAM
1334
Verity Asset Management
North Carolina
$405K +$44.4K +262 +13%
GLA
1335
Good Life Advisors
Pennsylvania
$403K -$43.6K -257 -10%
CFG
1336
Cooper Financial Group
California
$401K +$38.7K +228 +12%
DC
1337
Derby & Company
Massachusetts
$400K – – –
TWM
1338
Tolleson Wealth Management
Texas
$400K – – –
BB
1339
Berkshire Bank
Massachusetts
$396K -$23.7K -140 -6%
MCM
1340
Maryland Capital Management
Maryland
$396K – – –
AWM
1341
Aberdeen Wealth Management
Illinois
$395K – – –
FHC
1342
First Heartland Consultants
Missouri
$394K -$34.3K -202 -9%
HIA
1343
Harbor Investment Advisory
Maryland
$393K -$25.4K -150 -6%
HFG
1344
Heron Financial Group
New York
$393K +$2.54K +15 +0.7%
CRCM
1345
Corbett Road Capital Management
Virginia
$392K -$27K -159 -7%
SFP
1346
Shepherd Financial Partners
Massachusetts
$391K +$107K +629 +42%
FPWM
1347
FSB Premier Wealth Management
Iowa
$391K +$364K +2,149 New
FNB
1348
Farmers National Bank
Kentucky
$389K +$362K +2,135 New
LB
1349
Leo Brokerage
Texas
$388K -$108K -638 -23%
LCM
1350
LVM Capital Management
Michigan
$387K – – –
52 53
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55 56