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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1551
MSH Capital Advisors
Arizona
$467K – – –
JWM
1552
Jupiter Wealth Management
Colorado
$467K +$207K +952 +95%
CAC
1553
Core Alternative Capital
Georgia
$464K +$245K +1,127 +139%
CPIG
1554
Chicago Partners Investment Group
Illinois
$462K +$2.61K +12 +0.7%
EWA
1555
EverSource Wealth Advisors
Alabama
$461K +$51.4K +236 +14%
PCP
1556
Proficio Capital Partners
Massachusetts
$459K +$25.7K +118 +7%
ABLA
1557
Alan B. Lancz & Associates
Ohio
$458K – – –
FA
1558
Financial Advantage
Maryland
$458K – – –
GWM
1559
Greenwich Wealth Management
Connecticut
$456K -$3.92K -18 -0.9%
RSVP
1560
Ramsay Stattman Vela & Price
Colorado
$455K -$43.5K -200 -10%
CC
1561
Constitution Capital
Connecticut
$455K – – –
SIAP
1562
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$453K -$43.3K -199 -10%
CI
1563
CPR Investments
Michigan
$452K +$411K +1,888 New
AP
1564
Appleton Partners
Massachusetts
$452K -$2.18K -10 -0.5%
FAB
1565
First American Bank
Illinois
$451K -$105K -481 -20%
BCAM
1566
Boston Common Asset Management
Massachusetts
$451K +$7.4K +34 +2%
MA
1567
MCF Advisors
Kentucky
$451K +$3.05K +14 +0.7%
SAM
1568
Sompo Asset Management
Japan
$450K -$47.9K -220 -10%
WP
1569
Westmount Partners
California
$450K +$409K +1,879 New
FWTB
1570
First Western Trust Bank
Colorado
$450K -$435 -2 -0.1%
RW
1571
REDW Wealth
New Mexico
$450K – – –
JSW
1572
Journey Strategic Wealth
New Jersey
$449K +$20.9K +96 +5%
NAS
1573
Nicolet Advisory Services
Wisconsin
$448K -$1.09K -5 -0.3%
KFI
1574
Key Financial Inc
Pennsylvania
$447K – – –
SAF
1575
Smith Anglin Financial
Texas
$446K -$11.1K -51 -3%
61 62
63
64 65