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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1451
CGN Advisors
Kansas
$364K -$6.25K -30 -2%
CG
1452
Clarus Group
Texas
$364K +$417 +2 +0.1%
BWA
1453
BDO Wealth Advisors
Florida
$363K +$21.9K +105 +6%
ST
1454
Smithfield Trust
Pennsylvania
$363K +$31.2K +150 +9%
KIG
1455
Kessler Investment Group
Indiana
$363K +$383K +1,841 +3,682%
TW
1456
TrinityPoint Wealth
Connecticut
$361K +$392K +1,881 New
AI
1457
Accredited Investors
Minnesota
$360K +$111K +535 +40%
KP
1458
Keel Point
Alabama
$358K +$10.8K +52 +3%
HCP
1459
Hexagon Capital Partners
Arkansas
$358K +$139K +666 +55%
MGAM
1460
McGowan Group Asset Management
Texas
$358K +$167K +801 +75%
VAM
1461
Verity Asset Management
North Carolina
$356K -$47.1K -226 -11%
AFC
1462
AFT Forsyth & Company
Florida
$355K – – –
CCM
1463
Compton Capital Management
Rhode Island
$355K +$385K +1,850 New
SCM
1464
Southport Capital Management
Tennessee
$354K -$58.5K -281 -13%
RT
1465
Rockland Trust
Massachusetts
$354K – – –
RW
1466
REDW Wealth
New Mexico
$351K – – –
EA
1467
Eclectic Associates
California
$351K +$52.1K +250 +16%
LDFR
1468
Lehman & Derafelo Financial Resources
Pennsylvania
$350K -$83.3K -400 -18%
ARG
1469
Advisory Resource Group
Oklahoma
$350K – – –
MFG
1470
Magnus Financial Group
New York
$350K +$72.9K +350 +24%
SPC
1471
Stewart & Patten Company
California
$349K -$22.7K -109 -6%
BCAM
1472
Boston Common Asset Management
Massachusetts
$349K +$1.67K +8 +0.4%
MAWCM
1473
Mine & Arao Wealth Creation & Management
California
$347K +$833 +4 +0.2%
WKWM
1474
Walter & Keenan Wealth Management
Indiana
$346K +$6.66K +32 +2%
DIA
1475
Davidson Investment Advisors
Montana
$344K -$78.1K -375 -17%
57 58
59
60 61