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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1551
Bison Wealth
Georgia
$588K -$271 -1 -0%
NCM
1552
NCM Capital Management
New Jersey
$588K -$13.6K -50 -2%
AT
1553
American Trust
Kentucky
$587K -$252K -930 -30%
MGWM
1554
Marks Group Wealth Management
Minnesota
$586K +$109K +400 +23%
FMLI
1555
Fukoku Mutual Life Insurance
Japan
$584K – – –
WIC
1556
Woodmont Investment Counsel
Tennessee
$584K – – –
BWS
1557
Buck Wealth Strategies
Colorado
$584K +$509K +1,878 +725%
CPA
1558
Capital Planning Advisors
California
$583K -$42K -155 -7%
MCA
1559
MSH Capital Advisors
Arizona
$583K – – –
SFA
1560
Source Financial Advisors
New York
$583K +$3.8K +14 +0.7%
FCFC
1561
First Commonwealth Financial Corp
Pennsylvania
$583K +$3.25K +12 +0.6%
FFC
1562
First Financial Corp
Indiana
$582K -$2.17K -8 -0.4%
TIM
1563
Total Investment Management
Arizona
$580K +$17.9K +66 +3%
WOSD
1564
WFA of San Diego
California
$578K -$54.3K -200 -9%
CG
1565
Corundum Group
Colorado
$578K -$162K -597 -22%
RW
1566
REDW Wealth
New Mexico
$576K +$24.4K +90 +4%
HFBOT
1567
Home Federal Bank of Tennessee
Tennessee
$576K -$271 -1 -0%
MIM
1568
Morningstar Investment Management
Illinois
$575K – – –
MA
1569
McBroom & Associates
Nevada
$574K +$1.08K +4 +0.2%
EP
1570
Edgestream Partners
New Jersey
$573K -$564K -2,078 -50%
ACP
1571
Arcus Capital Partners
Georgia
$572K +$543 +2 +0.1%
TCPWM
1572
Traverso Chambers Private Wealth Management
California
$571K +$8.14K +30 +1%
C
1573
Certuity
Florida
$570K +$37.4K +138 +7%
B
1574
Bensler
Washington
$569K +$26.6K +98 +5%
GIA
1575
GHP Investment Advisors
Colorado
$568K – – –
61 62
63
64 65