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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1651
GSB Wealth Management
Connecticut
$688K +$347 +1 +0%
MCA
1652
Martin Capital Advisors
Texas
$687K – – –
CFO
1653
Callan Family Office
Pennsylvania
$687K +$413K +1,191 +137%
MCI
1654
MRP Capital Investments
Georgia
$686K -$24.3K -70 -3%
AA
1655
AF Advisors
California
$686K – – –
TIM
1656
Total Investment Management
Arizona
$686K +$347 +1 +0%
WAL
1657
W Advisors LLC
Tennessee
$685K -$99.5K -287 -12%
NCM
1658
NCM Capital Management
New Jersey
$685K -$17.3K -50 -2%
RFG
1659
Range Financial Group
Oregon
$683K +$20.1K +58 +3%
BA
1660
Bridgewater Associates
Connecticut
$681K +$709K +2,045 New
LAM
1661
LECAP Asset Management
United Kingdom
$679K +$707K +2,038 New
MSCM
1662
McElhenny Sheffield Capital Management
Texas
$679K -$4.51K -13 -0.6%
LCM
1663
LVM Capital Management
Michigan
$675K -$46.8K -135 -6%
BAM
1664
Bosun Asset Management
Illinois
$675K +$1.04K +3 +0.1%
NCFG
1665
New Century Financial Group
New Jersey
$674K +$96.7K +279 +16%
PEA
1666
Park Edge Advisors
Ohio
$673K +$38.1K +110 +6%
BCM
1667
BluePath Capital Management
Georgia
$671K +$194K +560 +38%
WAG
1668
Winthrop Advisory Group
Massachusetts
$671K -$6.24K -18 -0.9%
GWANC
1669
Guardian Wealth Advisors (North Carolina)
North Carolina
$670K -$18K -52 -3%
BMCM
1670
Bryn Mawr Capital Management
Pennsylvania
$670K +$14.2K +41 +2%
FAB
1671
First American Bank
Illinois
$669K – – –
SAI
1672
Savvy Advisors Inc
New York
$667K +$79.1K +228 +13%
SFSG
1673
Sound Financial Strategies Group
Mississippi
$667K -$83.2K -240 -11%
SEIA
1674
Signature Estate & Investment Advisors
California
$667K +$694K +2,002 New
BFA
1675
Beacon Financial Advisory
Ohio
$667K +$389K +1,121 +127%
65 66
67
68 69