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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1601
PDS Planning
Ohio
$747K +$6.93K +20 +0.9%
UAS
1602
United Asset Strategies
New York
$745K -$84.3K -243 -10%
MIP
1603
Marietta Investment Partners
Wisconsin
$744K -$42.3K -122 -5%
MGWM
1604
Marks Group Wealth Management
Minnesota
$744K – – –
SMA
1605
Sage Mountain Advisors
Georgia
$744K -$34.7K -100 -4%
IIM
1606
InTrack Investment Management
Vermont
$741K +$120K +346 +18%
WF
1607
Wayfinding Financial
Washington
$740K -$147K -425 -16%
RPCONE
1608
Retirement Planning Company of New England
Rhode Island
$740K -$37.8K -109 -5%
NEI
1609
Northwest & Ethical Investments
Ontario, Canada
$739K – – –
SIM
1610
Sentry Investment Management
Wisconsin
$739K -$158K -455 -17%
NCM
1611
Novare Capital Management
North Carolina
$736K – – –
ACM
1612
Aljian Capital Management
Nevada
$733K – – –
CWM
1613
Cahaba Wealth Management
Georgia
$732K -$29.5K -85 -4%
HWM
1614
Horizon Wealth Management
Illinois
$730K -$120K -346 -14%
A
1615
AlphaQuest
New York
$729K +$759K +2,188 New
MAWCM
1616
Mine & Arao Wealth Creation & Management
California
$725K +$1.39K +4 +0.2%
GB
1617
Goepper Burkhardt
South Carolina
$723K – – –
CT
1618
Clearstead Trust
Maine
$722K – – –
FG
1619
Fiduciary Group
Georgia
$722K -$10.4K -30 -1%
TAM
1620
Townsend Asset Management
North Carolina
$720K +$347 +1 +0%
GIA
1621
GHP Investment Advisors
Colorado
$720K -$9.71K -28 -1%
RMCM
1622
Reynders McVeigh Capital Management
Massachusetts
$718K +$10.4K +30 +1%
CIC
1623
Carnegie Investment Counsel
Ohio
$717K -$256K -737 -26%
FSC
1624
Full Sail Capital
Oklahoma
$717K +$693 +2 +0.1%
CC
1625
Callan Capital
California
$717K +$209K +602 +39%
63 64
65
66 67