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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1401
Howard Capital Management
Georgia
$1.22M +$60.9K +157 +5%
GC
1402
Grimes & Company
Massachusetts
$1.22M +$63.6K +164 +5%
CG
1403
Cynosure Group
Utah
$1.22M -$247K -638 -16%
MMM
1404
Mendel Money Management
Illinois
$1.21M +$145K +375 +13%
1WM
1405
1858 Wealth Management
Ohio
$1.21M +$142K +365 +12%
PCG
1406
Prosperity Consulting Group
Maryland
$1.21M +$48.5K +125 +4%
GCM
1407
GKV Capital Management
California
$1.21M +$1.29M +3,330 New
VA
1408
Valmark Advisers
Ohio
$1.21M +$21.3K +55 +2%
GSWM
1409
Golden State Wealth Management
California
$1.21M +$1.29M +3,326 New
GM
1410
GeoWealth Management
Illinois
$1.21M +$74.5K +192 +6%
KWMG
1411
King Wealth Management Group
Florida
$1.2M +$33.4K +86 +3%
TNBTD
1412
Trustmark National Bank Trust Department
Mississippi
$1.2M -$148K -381 -10%
LAM
1413
Lakewood Asset Management
Illinois
$1.2M -$12K -31 -0.9%
BFO
1414
Boston Family Office
Massachusetts
$1.2M -$466K -1,201 -27%
CIM
1415
Corda Investment Management
Texas
$1.2M -$5.43K -14 -0.4%
SI
1416
Saxon Interests
Texas
$1.19M +$40.7K +105 +3%
GCP
1417
GSA Capital Partners
United Kingdom
$1.19M +$1.28M +3,288 New
NB
1418
Nicolet Bankshares
Wisconsin
$1.19M – – –
OWM
1419
Orca Wealth Management
Florida
$1.19M +$1.27M +3,280 New
APC
1420
Aspire Private Capital
North Carolina
$1.18M +$14.7K +38 +1%
AAB
1421
ABN AMRO Bank
Netherlands
$1.18M +$143K +369 +13%
TIA
1422
Tiemann Investment Advisors
California
$1.18M -$18.6K -48 -1%
FCIM
1423
Fairview Capital Investment Management
California
$1.18M -$53.5K -138 -4%
FHC
1424
First Heartland Consultants
Missouri
$1.18M -$31.4K -81 -2%
PPWP
1425
Premier Path Wealth Partners
New Jersey
$1.18M +$191K +492 +18%
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