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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1626
Impact Partnership Wealth
Georgia
$714K +$604K +1,742 +434%
MCA
1627
MSH Capital Advisors
Arizona
$713K -$10.4K -30 -1%
LA
1628
Latitude Advisors
Florida
$712K +$30.5K +88 +4%
OC
1629
Oakworth Capital
Alabama
$711K – – –
MIM
1630
Morningstar Investment Management
Illinois
$708K – – –
GC
1631
Gratus Capital
Georgia
$707K +$293K +846 +66%
TGAM
1632
TBH Global Asset Management
Tennessee
$707K -$112K -322 -13%
D
1633
Diversified
Delaware
$706K +$25K +72 +4%
HCP
1634
Hexagon Capital Partners
Arkansas
$705K -$30.9K -89 -4%
LAM
1635
Lingohr Asset Management
Germany
$704K +$736K +2,123 New
AIM
1636
Acropolis Investment Management
Missouri
$704K – – –
TF
1637
Trek Financial
Arizona
$704K +$84.6K +244 +13%
FCFC
1638
First Commonwealth Financial Corp
Pennsylvania
$703K – – –
BFWM
1639
Bright Futures Wealth Management
New York
$702K – – –
PWM
1640
Paulson Wealth Management
Illinois
$701K +$25.3K +73 +4%
CS
1641
Capital Square
Tennessee
$698K -$13.9K -40 -2%
B
1642
Bensler
Washington
$697K +$693 +2 +0.1%
SCA
1643
Stonebridge Capital Advisors
Minnesota
$697K -$138K -398 -16%
PCP
1644
Proficio Capital Partners
Massachusetts
$696K +$8.32K +24 +1%
NRC
1645
New Republic Capital
North Carolina
$692K +$7.97K +23 +1%
6F
1646
626 Financial
Michigan
$692K -$34.7K -100 -5%
RWB
1647
RMR Wealth Builders
New Jersey
$689K -$98.5K -284 -12%
TFO
1648
Tarbox Family Office
California
$689K -$1.04K -3 -0.1%
GWM
1649
GSB Wealth Management
Connecticut
$688K +$347 +1 +0%
MCA
1650
Martin Capital Advisors
Texas
$687K – – –
64 65
66
67 68