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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1601
LVM Capital Management
Michigan
$791K -$774K -2,423 -53%
GWMI
1602
Guardian Wealth Management (Illinois)
Illinois
$791K -$10.9K -34 -2%
FSC
1603
Full Sail Capital
Oklahoma
$788K +$320 +1 +0%
MWM
1604
Marion Wealth Management
Pennsylvania
$785K -$30.7K -96 -4%
HTIM
1605
Harbour Trust & Investment Management
Indiana
$784K -$32K -100 -4%
DFG
1606
Delta Financial Group
New Jersey
$784K -$515K -1,610 -43%
FMLI
1607
Fukoku Mutual Life Insurance
Japan
$784K – – –
OC
1608
Oakworth Capital
Alabama
$782K – – –
OWA
1609
Opal Wealth Advisors
New York
$781K -$115K -360 -14%
MCI
1610
MRP Capital Investments
Georgia
$781K +$270K +845 +66%
RMCM
1611
Reynders McVeigh Capital Management
Massachusetts
$780K -$2.24K -7 -0.3%
MIM
1612
Morningstar Investment Management
Illinois
$778K – – –
AA
1613
Addison Advisors
Vermont
$775K +$19.8K +62 +3%
AIM
1614
Acropolis Investment Management
Missouri
$774K -$320 -1 -0%
FCFC
1615
First Commonwealth Financial Corp
Pennsylvania
$773K – – –
NCM
1616
NCM Capital Management
New Jersey
$771K -$16K -50 -2%
MWPCG
1617
Measured Wealth Private Client Group
New Hampshire
$771K +$301K +943 +81%
QWP
1618
Quotient Wealth Partners
Texas
$771K -$190K -596 -22%
SFS
1619
Summit Financial Strategies
Ohio
$770K -$7.99K -25 -1%
GB
1620
Goepper Burkhardt
South Carolina
$770K – – –
B
1621
Bensler
Washington
$766K +$959 +3 +0.1%
DAM
1622
Derbend Asset Management
Georgia
$765K +$118K +370 +22%
RWM
1623
Revisor Wealth Management
Ohio
$761K +$408K +1,277 +125%
TFO
1624
Tarbox Family Office
California
$759K – – –
APWM
1625
Atlas Private Wealth Management
New York
$757K – – –
63 64
65
66 67