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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1451
Bluefin Capital Management
New York
$400K +$44.3K +210 +11%
MWM
1452
Marion Wealth Management
Pennsylvania
$399K +$98.8K +469 +27%
RWP
1453
Ridgecrest Wealth Partners
California
$398K +$21.1K +100 +5%
JFGIW
1454
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$396K -$2.74K -13 -0.6%
5L
1455
55I LLC
Massachusetts
$395K -$127K -604 -21%
RP
1456
Riverwater Partners
Wisconsin
$395K -$4K -19 -0.9%
NCM
1457
NCM Capital Management
New Jersey
$394K – – –
HFG
1458
Heron Financial Group
New York
$394K +$211 +1 +0%
TWM
1459
Tolleson Wealth Management
Texas
$393K – – –
OPPTF
1460
OPSEU Pension Plan Trust Fund
Ontario, Canada
$391K -$2.34M -11,084 -84%
DAM
1461
Derbend Asset Management
Georgia
$390K -$21.1K -100 -4%
CAI
1462
Capital Advisors Inc
Oklahoma
$390K +$55.4K +263 +14%
WP
1463
WealthSource Partners
California
$388K -$28.7K -136 -6%
MAWCM
1464
Mine & Arao Wealth Creation & Management
California
$388K +$1.05K +5 +0.2%
MW
1465
Marcum Wealth
Ohio
$388K +$6.11K +29 +1%
SFG
1466
StrategIQ Financial Group
Indiana
$388K +$12.6K +60 +3%
PCP
1467
Proficio Capital Partners
Massachusetts
$385K -$5.27K -25 -1%
SS
1468
Sunbelt Securities
Texas
$385K +$37.3K +177 +9%
AI
1469
Accredited Investors
Minnesota
$384K -$1.48K -7 -0.3%
LCM
1470
LVM Capital Management
Michigan
$384K – – –
FFC
1471
First Financial Corp
Indiana
$383K – – –
B
1472
Bensler
Washington
$382K -$19.2K -91 -4%
AWA
1473
Aaron Wealth Advisors
Illinois
$382K +$22.5K +107 +5%
FPAS
1474
Focus Partners Advisor Solutions
Missouri
$382K +$133K +631 +42%
IC
1475
Intersect Capital
California
$381K -$19.8K -94 -4%
57 58
59
60 61