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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1476
Heartwood Wealth Advisors
Virginia
$1.15M +$40.3K +121 +4%
NJIM
1477
Nabity-Jensen Investment Management
Nebraska
$1.15M +$2.67K +8 +0.3%
KCM
1478
Kathmere Capital Management
Pennsylvania
$1.15M +$349K +1,047 +55%
MWA
1479
Monograph Wealth Advisors
California
$1.15M +$333 +1 +0%
EC
1480
EntryPoint Capital
New York
$1.15M +$984K +2,952 New
HA
1481
Harfst & Associates
Wyoming
$1.14M – – –
ILI
1482
Invesco LLC (Illinois)
Illinois
$1.14M +$270K +809 +38%
AIM
1483
Aspen Investment Management
Michigan
$1.14M -$12K -36 -1%
BCA
1484
Bay Colony Advisors
Massachusetts
$1.14M -$178K -534 -15%
HNWAG
1485
High Net Worth Advisory Group
Florida
$1.14M -$16.7K -50 -2%
FCB
1486
First County Bank
Connecticut
$1.14M -$61.3K -184 -6%
LSA
1487
Lion Street Advisors
Texas
$1.13M -$7K -21 -0.7%
UAML
1488
US Asset Management LLC
Pennsylvania
$1.13M – – –
FCAS
1489
First Command Advisory Services
Texas
$1.13M +$129K +387 +15%
PPWP
1490
Premier Path Wealth Partners
New Jersey
$1.13M +$5.33K +16 +0.6%
FH
1491
FWG Holdings
Florida
$1.13M +$19.7K +59 +2%
MFC
1492
Mechanics Financial Corp
Ohio
$1.13M +$13.3K +40 +1%
AA
1493
Armis Advisers
Georgia
$1.13M +$150K +451 +19%
TNBTD
1494
Trustmark National Bank Trust Department
Mississippi
$1.13M -$116K -349 -11%
JWCA
1495
J.W. Coons Advisors
Ohio
$1.12M -$167K -500 -15%
TIA
1496
Tiemann Investment Advisors
California
$1.12M -$93.3K -280 -9%
CCA
1497
Cadent Capital Advisors
Oklahoma
$1.11M -$123K -369 -11%
CIA
1498
Compass Ion Advisors
Pennsylvania
$1.11M +$4.33K +13 +0.5%
FC
1499
Forte Capital
New York
$1.11M -$53K -159 -5%
KA
1500
Kercheville Advisors
Texas
$1.11M +$84.3K +253 +10%
58 59
60
61 62