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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1626
Proficio Capital Partners
Massachusetts
$756K +$57.2K +179 +9%
GWM
1627
GSB Wealth Management
Connecticut
$756K +$320 +1 +0%
GWANC
1628
Guardian Wealth Advisors (North Carolina)
North Carolina
$756K -$13.4K -42 -2%
MG
1629
Marex Group
$756K +$397K +1,243 +152%
MCA
1630
Martin Capital Advisors
Texas
$755K -$1.28K -4 -0.2%
AC
1631
Addison Capital
Pennsylvania
$755K +$37.1K +116 +6%
AA
1632
AF Advisors
California
$755K – – –
TIM
1633
Total Investment Management
Arizona
$754K -$37.4K -117 -5%
NRC
1634
New Republic Capital
North Carolina
$753K -$8.95K -28 -1%
MSCM
1635
McElhenny Sheffield Capital Management
Texas
$751K – – –
RW
1636
REDW Wealth
New Mexico
$751K – – –
D
1637
Diversified
Delaware
$750K +$60.7K +190 +10%
AAG
1638
Armstrong Advisory Group
Massachusetts
$750K – – –
LA
1639
Latitude Advisors
Florida
$750K +$40K +125 +7%
CS
1640
Capital Square
Tennessee
$750K – – –
WAG
1641
Winthrop Advisory Group
Massachusetts
$744K -$15.7K -49 -2%
PWM
1642
Paulson Wealth Management
Illinois
$744K -$1.6K -5 -0.2%
BAM
1643
Bosun Asset Management
Illinois
$741K -$27.8K -87 -4%
FAB
1644
First American Bank
Illinois
$736K – – –
FIM
1645
Fernwood Investment Management
Massachusetts
$736K -$192K -600 -23%
BCM
1646
Bienville Capital Management
New York
$733K – – –
JWBC
1647
J.W. Burns & Co
New York
$733K – – –
CC
1648
Constitution Capital
Connecticut
$733K +$32K +100 +5%
S
1649
SimplyRich
California
$732K – – –
WFMPM
1650
Woodley Farra Manion Portfolio Management
Indiana
$731K -$40K -125 -6%
64 65
66
67 68