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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1551
Kings Point Capital Management
New York
$307K +$20.8K +100 +7%
PWAG
1552
Polaris Wealth Advisory Group
California
$306K -$13.6M -65,338 -98%
WCM
1553
WealthBridge Capital Management
Ohio
$306K +$332K +1,595 New
XS
1554
XR Securities
Illinois
$304K +$330K +1,584 New
RPWA
1555
Regent Peak Wealth Advisors
Georgia
$303K -$1.46K -7 -0.4%
M
1556
Mirova
France
$303K +$29.2K +140 +10%
SMH
1557
Sanders Morris Harris
Texas
$302K -$7.29K -35 -2%
LBD
1558
Landsberg Bennett & Dubbaneh
Florida
$302K +$2.29K +11 +0.7%
SXL
1559
Summit X LLC
Missouri
$302K +$13.5K +65 +4%
SAS
1560
Sanford Advisory Services
Michigan
$301K – – –
SWMG
1561
Sanchez Wealth Management Group
Florida
$300K +$1.87K +9 +0.6%
CAI
1562
Capital Advisors Inc
Oklahoma
$300K +$8.54K +41 +3%
DWM
1563
Doyle Wealth Management
Florida
$300K +$62.5K +300 +24%
JCM
1564
Jag Capital Management
Missouri
$299K -$93.3K -448 -22%
BP
1565
BBR Partners
New York
$299K -$70.8K -340 -18%
SWM
1566
Selective Wealth Management
Virginia
$298K +$41.7K +200 +15%
AWG
1567
Altus Wealth Group
Colorado
$298K +$323K +1,552 New
FPGK
1568
Financial Partners Group (Kansas)
Kansas
$295K +$29.2K +140 +10%
MFP
1569
Meridian Financial Partners
Virginia
$295K +$325K +1,560 New
SWA
1570
SFMG Wealth Advisors
Texas
$294K -$6.66K -32 -2%
ACA
1571
Affinity Capital Advisors
California
$294K +$417 +2 +0.1%
SWM
1572
Sugarloaf Wealth Management
Georgia
$293K +$208 +1 +0.1%
WAM
1573
WNY Asset Management
New York
$291K +$23.1K +111 +8%
LF
1574
LifeSteps Financial
California
$290K – – –
ZIC
1575
ZWJ Investment Counsel
Georgia
$290K – – –
61 62
63
64 65