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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1526
Heartwood Wealth Advisors
Virginia
$542K – – –
TWM
1527
Tolleson Wealth Management
Texas
$541K – – –
CAC
1528
Core Alternative Capital
Georgia
$541K -$8.47K -38 -2%
FG
1529
Fiduciary Group
Georgia
$540K -$16.7K -75 -3%
GAMC
1530
Garner Asset Management Corp
Texas
$540K -$44.4K -199 -8%
HFM
1531
Harvest Fund Management
China
$538K +$124K +558 +34%
CTC (Chicago Trading Company)
1532
CTC (Chicago Trading Company)
Illinois
$536K +$486K +2,180 New
SFS
1533
Summit Financial Strategies
Ohio
$536K +$446 +2 +0.1%
SWM
1534
Segment Wealth Management
Texas
$536K +$446 +2 +0.1%
MAWCM
1535
Mine & Arao Wealth Creation & Management
California
$532K +$1.11K +5 +0.2%
CCIA
1536
Campbell & Co Investment Adviser
Maryland
$531K -$772K -3,461 -62%
ZB
1537
Zions Bancorporation
Utah
$531K -$4.24K -19 -0.9%
GB
1538
Goepper Burkhardt
South Carolina
$531K – – –
GWANC
1539
Guardian Wealth Advisors (North Carolina)
North Carolina
$531K -$1.11K -5 -0.2%
LCM
1540
LVM Capital Management
Michigan
$531K – – –
BW
1541
Bison Wealth
Georgia
$530K +$148K +662 +44%
FFC
1542
First Financial Corp
Indiana
$527K +$5.13K +23 +1%
FMLI
1543
Fukoku Mutual Life Insurance
Japan
$526K – – –
WIC
1544
Woodmont Investment Counsel
Tennessee
$526K – – –
MCA
1545
MSH Capital Advisors
Arizona
$526K +$44.8K +201 +10%
IB
1546
Intrust Bank
Kansas
$526K -$113K -508 -19%
CAM
1547
Cypress Asset Management
Texas
$525K +$118K +530 +33%
FCFC
1548
First Commonwealth Financial Corp
Pennsylvania
$522K +$36.8K +165 +8%
SFA
1549
Source Financial Advisors
New York
$522K +$16.1K +72 +4%
PWM
1550
Paulson Wealth Management
Illinois
$521K +$105K +473 +29%