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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWCM
1476
Mine & Arao Wealth Creation & Management
California
$483K +$1.05K +5 +0.2%
FSC
1477
Full Sail Capital
Oklahoma
$482K – – –
AI
1478
Accredited Investors
Minnesota
$480K +$57.5K +274 +15%
LCM
1479
LVM Capital Management
Michigan
$479K -$21K -100 -4%
KP
1480
Keel Point
Alabama
$479K +$38.4K +183 +9%
KFA
1481
Krane Funds Advisors
New York
$479K +$129K +613 +40%
MW
1482
Marcum Wealth
Ohio
$478K -$51K -243 -10%
FFC
1483
First Financial Corp
Indiana
$478K – – –
P
1484
&Partners
Tennessee
$476K +$137K +651 +44%
VCP
1485
Verus Capital Partners
Arizona
$476K +$460K +2,191 New
RWP
1486
Ridgecrest Wealth Partners
California
$474K -$16.1K -77 -3%
CCA
1487
Childress Capital Advisors
Texas
$473K +$120K +574 +37%
LIM
1488
Longfellow Investment Management
Massachusetts
$473K +$444K +2,119 New
DAM
1489
Derbend Asset Management
Georgia
$472K – – –
GWM
1490
Greenwich Wealth Management
Connecticut
$472K +$2.94K +14 +0.7%
TAM
1491
Townsend Asset Management
North Carolina
$470K – – –
SFG
1492
StrategIQ Financial Group
Indiana
$470K +$42.6K +203 +11%
FC
1493
Financial Consulate
Maryland
$468K – – –
GPFA
1494
Game Plan Financial Advisors
Ohio
$467K – – –
CFG
1495
Cooper Financial Group
California
$465K -$629 -3 -0.1%
SIAP
1496
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$465K +$210 +1 +0%
BFG
1497
Berger Financial Group
Minnesota
$465K +$45.5K +217 +12%
AIM
1498
Avity Investment Management
Connecticut
$464K -$27.9K -133 -6%
ACP
1499
Arcus Capital Partners
Georgia
$463K +$3.36K +16 +0.8%
KIG
1500
Kowal Investment Group
Wisconsin
$463K +$86.6K +413 +25%
58 59
60
61 62