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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1576
Freedom Investment Management
Connecticut
$347K +$2.31K +10 +0.6%
WQ
1577
Wealth Quarterback
New Jersey
$347K +$367K +1,590 New
B
1578
Brightworth
Georgia
$345K -$17.6K -76 -5%
SFG
1579
StrategIQ Financial Group
Indiana
$345K +$13.9K +60 +4%
CNB
1580
Camden National Bank
Maine
$344K -$33.3K -144 -8%
CRI
1581
Colonial River Investments
Virginia
$344K -$231 -1 -0.1%
BOS
1582
Bingham Osborn & Scarborough
California
$344K +$4.39K +19 +1%
EA
1583
Eclectic Associates
California
$343K – – –
SAS
1584
Sanford Advisory Services
Michigan
$342K +$9.7K +42 +3%
MW
1585
Marcum Wealth
Ohio
$341K -$230K -995 -39%
SWA
1586
SFMG Wealth Advisors
Texas
$340K +$12.7K +55 +4%
LW
1587
Linscomb Wealth
Texas
$338K -$118K -510 -25%
SWMG
1588
Sanchez Wealth Management Group
Florida
$338K +$1.39K +6 +0.4%
ACA
1589
Affinity Capital Advisors
California
$333K -$8.08K -35 -2%
PL
1590
Plancorp LLC
Missouri
$332K -$4.62K -20 -1%
SWM
1591
Sugarloaf Wealth Management
Georgia
$332K +$462 +2 +0.1%
LBD
1592
Landsberg Bennett & Dubbaneh
Florida
$332K +$1.16K +5 +0.3%
CIM
1593
Contravisory Investment Management
Massachusetts
$331K +$6.24K +27 +2%
CAI
1594
Capital Advisors Inc
Oklahoma
$331K +$71.4K +309 +25%
ZIC
1595
ZWJ Investment Counsel
Georgia
$329K -$8.78K -38 -2%
HIP
1596
HUB Investment Partners
Texas
$329K -$7.39K -32 -2%
LF
1597
LifeSteps Financial
California
$329K +$6.47K +28 +2%
ACM
1598
Advisors Capital Management
New Jersey
$329K +$66.7K +289 +24%
CS
1599
Capital Square
Tennessee
$328K -$24.3K -105 -6%
SXL
1600
Summit X LLC
Missouri
$328K +$2.77K +12 +0.8%
62 63
64
65 66