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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LI
1626
Lafayette Investments
Maryland
$412K +$72.5K +300 +20%
MIC
1627
Means Investment Company
Maine
$409K +$21K +87 +5%
BFC
1628
Bedel Financial Consulting
Indiana
$409K -$13.5K -56 -3%
WTFG
1629
Wells Trecaso Financial Group
Ohio
$408K – – –
FAG
1630
Fortitude Advisory Group
Washington
$408K +$7.25K +30 +2%
CG
1631
Cynosure Group
Utah
$408K -$440K -1,818 -51%
LA
1632
Lakeside Advisors
Washington
$407K +$242 +1 +0.1%
LP
1633
LMR Partners
United Kingdom
$407K +$430K +1,778 New
SMH
1634
Sanders Morris Harris
Texas
$406K – – –
ABLA
1635
Alan B. Lancz & Associates
Ohio
$406K – – –
SXL
1636
Summit X LLC
Missouri
$404K +$71.6K +296 +20%
GCA
1637
Gradient Capital Advisors
California
$402K +$242 +1 +0.1%
WA
1638
WealthTrust Axiom
Pennsylvania
$401K +$242 +1 +0.1%
MGWM
1639
Marks Group Wealth Management
Minnesota
$400K – – –
THWM
1640
Taylor Hoffman Wealth Management
Virginia
$400K +$24.2K +100 +6%
SFG
1641
Sovereign Financial Group
Connecticut
$399K +$1.21K +5 +0.3%
PSCM
1642
Per Stirling Capital Management
Texas
$398K +$214K +887 +104%
BWM
1643
Benchmark Wealth Management
Connecticut
$398K +$242 +1 +0.1%
ARG
1644
Advisory Resource Group
Oklahoma
$398K +$2.42K +10 +0.6%
YIA
1645
YHB Investment Advisors
Connecticut
$397K -$4.59K -19 -1%
BFS
1646
Bard Financial Services
Connecticut
$397K – – –
PFGIA
1647
Patriot Financial Group Insurance Agency
Massachusetts
$395K +$99.1K +410 +31%
KLCM
1648
KG&L Capital Management
Louisiana
$395K -$768K -3,178 -65%
LA
1649
Latitude Advisors
Florida
$395K -$2.66K -11 -0.6%
CFO
1650
Callan Family Office
Pennsylvania
$395K -$3.39M -14,027 -89%
64 65
66
67 68