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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Marion Wealth Management
Pennsylvania
$399K +$98.8K +469 +27%
RWP
1452
Ridgecrest Wealth Partners
California
$398K +$21.1K +100 +5%
JFGIW
1453
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$396K -$2.74K -13 -0.6%
5L
1454
55I LLC
Massachusetts
$395K -$127K -604 -21%
RP
1455
Riverwater Partners
Wisconsin
$395K -$4K -19 -0.9%
NCM
1456
NCM Capital Management
New Jersey
$394K – – –
HFG
1457
Heron Financial Group
New York
$394K +$211 +1 +0%
TWM
1458
Tolleson Wealth Management
Texas
$393K – – –
OPPTF
1459
OPSEU Pension Plan Trust Fund
Ontario, Canada
$391K -$2.34M -11,084 -84%
DAM
1460
Derbend Asset Management
Georgia
$390K -$21.1K -100 -4%
CAI
1461
Capital Advisors Inc
Oklahoma
$390K +$55.4K +263 +14%
WP
1462
WealthSource Partners
California
$388K -$28.7K -136 -6%
MAWCM
1463
Mine & Arao Wealth Creation & Management
California
$388K +$1.05K +5 +0.2%
MW
1464
Marcum Wealth
Ohio
$388K +$6.11K +29 +1%
SFG
1465
StrategIQ Financial Group
Indiana
$388K +$12.6K +60 +3%
PCP
1466
Proficio Capital Partners
Massachusetts
$385K -$5.27K -25 -1%
SS
1467
Sunbelt Securities
Texas
$385K +$37.3K +177 +9%
AI
1468
Accredited Investors
Minnesota
$384K -$1.48K -7 -0.3%
LCM
1469
LVM Capital Management
Michigan
$384K – – –
FFC
1470
First Financial Corp
Indiana
$383K – – –
B
1471
Bensler
Washington
$382K -$19.2K -91 -4%
AWA
1472
Aaron Wealth Advisors
Illinois
$382K +$22.5K +107 +5%
FPAS
1473
Focus Partners Advisor Solutions
Missouri
$382K +$133K +631 +42%
IC
1474
Intersect Capital
California
$381K -$19.8K -94 -4%
HFM
1475
Harvest Fund Management
China
$380K -$419K -1,989 -48%
57 58
59
60 61