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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1451
Summit Financial
New Jersey
$364K +$88.5K +425 +29%
CA
1452
CGN Advisors
Kansas
$364K -$6.25K -30 -2%
CG
1453
Clarus Group
Texas
$364K +$417 +2 +0.1%
BWA
1454
BDO Wealth Advisors
Florida
$363K +$21.9K +105 +6%
ST
1455
Smithfield Trust
Pennsylvania
$363K +$31.2K +150 +9%
KIG
1456
Kessler Investment Group
Indiana
$363K +$383K +1,841 +3,682%
TW
1457
TrinityPoint Wealth
Connecticut
$361K +$392K +1,881 New
AI
1458
Accredited Investors
Minnesota
$360K +$111K +535 +40%
KP
1459
Keel Point
Alabama
$358K +$10.8K +52 +3%
HCP
1460
Hexagon Capital Partners
Arkansas
$358K +$139K +666 +55%
MGAM
1461
McGowan Group Asset Management
Texas
$358K +$167K +801 +75%
VAM
1462
Verity Asset Management
North Carolina
$356K -$47.1K -226 -11%
AFC
1463
AFT Forsyth & Company
Florida
$355K – – –
CCM
1464
Compton Capital Management
Rhode Island
$355K +$385K +1,850 New
SCM
1465
Southport Capital Management
Tennessee
$354K -$58.5K -281 -13%
RT
1466
Rockland Trust
Massachusetts
$354K – – –
RW
1467
REDW Wealth
New Mexico
$351K – – –
EA
1468
Eclectic Associates
California
$351K +$52.1K +250 +16%
LDFR
1469
Lehman & Derafelo Financial Resources
Pennsylvania
$350K -$83.3K -400 -18%
ARG
1470
Advisory Resource Group
Oklahoma
$350K – – –
MFG
1471
Magnus Financial Group
New York
$350K +$72.9K +350 +24%
SPC
1472
Stewart & Patten Company
California
$349K -$22.7K -109 -6%
BCAM
1473
Boston Common Asset Management
Massachusetts
$349K +$1.67K +8 +0.4%
MAWCM
1474
Mine & Arao Wealth Creation & Management
California
$347K +$833 +4 +0.2%
WKWM
1475
Walter & Keenan Wealth Management
Indiana
$346K +$6.66K +32 +2%
57 58
59
60 61