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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CM
1401
Castleark Management
Illinois
$577K -$199K -950 -27%
MG
1402
Mather Group
Illinois
$577K +$34.6K +165 +7%
FI
1403
Fractal Investments
Connecticut
$575K -$2.1K -10 -0.4%
HWA
1404
Heritage Wealth Advisors
Virginia
$570K -$6.29K -30 -1%
BWA
1405
Bordeaux Wealth Advisors
California
$570K +$9.23K +44 +2%
LC
1406
Landaas & Company
Wisconsin
$569K – – –
BFA
1407
Bill Few Associates
Pennsylvania
$569K +$16.8K +80 +3%
CWP
1408
Concord Wealth Partners
Virginia
$567K +$10.5K +50 +2%
WAL
1409
W Advisors LLC
Tennessee
$566K +$42.6K +203 +9%
HCP
1410
Hexagon Capital Partners
Arkansas
$561K +$210 +1 +0%
SAM
1411
Seelaus Asset Management
New Jersey
$560K -$31.5K -150 -6%
IA
1412
IFG Advisory
Georgia
$560K +$78.9K +376 +18%
1WA
1413
180 Wealth Advisors
Washington
$558K -$2.31K -11 -0.5%
CWM
1414
Cornerstone Wealth Management
Missouri
$556K -$95.8K -457 -15%
FNBOH
1415
First National Bank of Hutchinson
Kansas
$556K +$6.5K +31 +1%
CC
1416
Corton Capital
Ontario, Canada
$556K +$523K +2,495 New
ABLA
1417
Alan B. Lancz & Associates
Ohio
$555K +$41.9K +200 +9%
CA
1418
Claris Advisors
Missouri
$552K – – –
TAM
1419
Trillium Asset Management
Massachusetts
$548K -$6.08K -29 -1%
FCFC
1420
First Citizens Financial Corp
Iowa
$547K – – –
SC
1421
Stephens Consulting
Michigan
$546K -$65K -310 -11%
WPC
1422
Wedmont Private Capital
Pennsylvania
$541K +$38.2K +182 +8%
OSNBOA
1423
Old Second National Bank of Aurora
Illinois
$540K -$167K -794 -25%
ACM
1424
Aljian Capital Management
Nevada
$539K – – –
RIM
1425
Regent Investment Management
Kentucky
$535K +$21K +100 +4%
55 56
57
58 59