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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1451
Sage Mountain Advisors
Georgia
$1.22M +$28.3K +85 +3%
CCM
1452
Chilton Capital Management
Texas
$1.21M -$9.33K -28 -0.9%
RFP
1453
Root Financial Partners
California
$1.21M +$471K +1,413 +83%
MFG
1454
Menard Financial Group
Texas
$1.21M -$22K -66 -2%
PCG
1455
PFC Capital Group
California
$1.2M -$178K -534 -15%
MAM
1456
Martingale Asset Management
Massachusetts
$1.2M -$687K -2,060 -40%
AIP
1457
Alexis Investment Partners
Texas
$1.2M +$69K +207 +7%
BFS
1458
Bard Financial Services
Connecticut
$1.2M +$608K +1,825 +144%
AM
1459
AGF Management
Ontario, Canada
$1.19M – – –
CWM
1460
Chesapeake Wealth Management
Virginia
$1.19M +$137K +412 +15%
WE
1461
Wealth Effects
Massachusetts
$1.19M +$47K +141 +5%
FB
1462
Fulton Bank
Pennsylvania
$1.19M -$156K -469 -13%
T
1463
Tidemark
California
$1.18M +$202K +606 +25%
PWM
1464
Purus Wealth Management
California
$1.18M +$579K +1,737 +133%
FHC
1465
First Heartland Consultants
Missouri
$1.18M +$31K +93 +3%
BIG
1466
Brookwood Investment Group
Arizona
$1.18M +$142K +426 +16%
AFA
1467
AA Financial Advisors
Ohio
$1.17M -$146K -439 -13%
KSB
1468
Kennebec Savings Bank
Maine
$1.17M +$51.7K +155 +5%
WI
1469
WrapManager Inc
California
$1.17M -$197K -590 -16%
BA
1470
Birinyi Associates
Connecticut
$1.17M – – –
WBC
1471
Westpac Banking Corp
Australia
$1.16M -$1.92M -5,767 -66%
MWA
1472
Martel Wealth Advisors
Washington
$1.16M – – –
SACTSONJ
1473
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.16M – – –
PA
1474
Probity Advisors
Texas
$1.16M -$174K -521 -15%
CWM
1475
Calamos Wealth Management
Illinois
$1.16M +$146K +439 +17%
57 58
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60 61