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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1501
Mountain Pacific Investment Advisers
Idaho
$366K +$211 +1 +0%
AC
1502
Applied Capital
Arkansas
$365K -$248K -1,178 -37%
MFG
1503
Magnus Financial Group
New York
$365K +$2.11K +10 +0.5%
FBB
1504
Fulton Breakefield Broenniman
Maryland
$365K +$14.3K +68 +3%
GPFA
1505
Game Plan Financial Advisors
Ohio
$364K -$10.5K -50 -2%
FAFN
1506
First Affirmative Financial Network
Colorado
$363K -$67.6K -321 -14%
GIA
1507
GHP Investment Advisors
Colorado
$363K -$6.53K -31 -2%
RCA
1508
Ranch Capital Advisors
Florida
$362K +$421 +2 +0.1%
SCM
1509
SevenOneSeven Capital Management
Pennsylvania
$361K +$2.32K +11 +0.5%
JWBC
1510
J.W. Burns & Co
New York
$360K – – –
MSCM
1511
McElhenny Sheffield Capital Management
Texas
$360K – – –
TIM
1512
Total Investment Management
Arizona
$360K – – –
WANY
1513
Wealthspire Advisors (New York)
New York
$360K +$26.8K +127 +7%
GWM
1514
Greenwich Wealth Management
Connecticut
$359K -$23.2K -110 -5%
WIC
1515
Woodmont Investment Counsel
Tennessee
$359K -$7.59K -36 -2%
AC
1516
Avestar Capital
New York
$359K +$40.3K +191 +10%
QFA
1517
Quattro Financial Advisors
Texas
$358K -$632K -3,000 -60%
CCG
1518
Ceeto Capital Group
Florida
$358K -$211K -1,000 -33%
BCM
1519
Bienville Capital Management
New York
$358K – – –
EWM
1520
Edge Wealth Management
New York
$358K – – –
FCT
1521
First Community Trust
Iowa
$358K – – –
QC
1522
Quaero Capital
Switzerland
$358K – – –
SAF
1523
Smith Anglin Financial
Texas
$357K -$47.6K -226 -10%
MGWM
1524
Marks Group Wealth Management
Minnesota
$357K +$10.7K +51 +3%
QPWM
1525
Quadrant Private Wealth Management
Pennsylvania
$356K -$148K -700 -26%
59 60
61
62 63