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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1526
RMR Wealth Builders
New Jersey
$374K +$54.9K +265 +20%
MCAI
1527
Members Capital Advisors Inc
Wisconsin
$373K – – –
BAM
1528
Blueshift Asset Management
New Jersey
$373K +$333K +1,610 New
VBFG
1529
Vishria Bird Financial Group
Tennessee
$372K – – –
ICM
1530
IMS Capital Management
Oregon
$371K -$258K -1,245 -44%
VI
1531
Versor Investments
New York
$371K +$331K +1,600 New
WMG
1532
WESCAP Management Group
California
$370K – – –
HPWM
1533
Highland Private Wealth Management
Washington
$370K +$7.45K +36 +2%
FIM
1534
Freedom Investment Management
Connecticut
$368K -$232K -1,121 -41%
CPSAC
1535
Chas P. Smith & Associates (CPS)
Florida
$368K +$3.1K +15 +1%
CRI
1536
Colonial River Investments
Virginia
$367K -$109K -527 -25%
EWA
1537
Exencial Wealth Advisors
Oklahoma
$367K +$327K +1,581 New
EA
1538
Eclectic Associates
California
$365K +$207 +1 +0.1%
C
1539
Certuity
Florida
$365K +$5.17K +25 +2%
FFG
1540
Frisch Financial Group
New York
$364K -$9.32K -45 -3%
WF
1541
WoodTrust Financial
Wisconsin
$363K – – –
ACA
1542
Affinity Capital Advisors
California
$363K +$207 +1 +0.1%
KFP
1543
KMG Fiduciary Partners
Ohio
$363K +$324K +1,567 New
BOS
1544
Bingham Osborn & Scarborough
California
$362K +$24.2K +117 +8%
CA
1545
Capital Advantage
California
$362K +$25.3K +122 +8%
FWP
1546
FAS Wealth Partners
Kansas
$359K -$9.73K -47 -3%
SWMG
1547
Sanchez Wealth Management Group
Florida
$359K +$1.66K +8 +0.5%
PL
1548
Plancorp LLC
Missouri
$359K +$2.28K +11 +0.7%
ZIC
1549
ZWJ Investment Counsel
Georgia
$359K +$17.2K +83 +6%
LBD
1550
Landsberg Bennett & Dubbaneh
Florida
$358K -$1.45K -7 -0.5%
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63 64