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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1651
Callan Family Office
Pennsylvania
$687K +$413K +1,191 +137%
MCI
1652
MRP Capital Investments
Georgia
$686K -$24.3K -70 -3%
AA
1653
AF Advisors
California
$686K – – –
TIM
1654
Total Investment Management
Arizona
$686K +$347 +1 +0%
WAL
1655
W Advisors LLC
Tennessee
$685K -$99.5K -287 -12%
NCM
1656
NCM Capital Management
New Jersey
$685K -$17.3K -50 -2%
RFG
1657
Range Financial Group
Oregon
$683K +$20.1K +58 +3%
BA
1658
Bridgewater Associates
Connecticut
$681K +$709K +2,045 New
LAM
1659
LECAP Asset Management
United Kingdom
$679K +$707K +2,038 New
MSCM
1660
McElhenny Sheffield Capital Management
Texas
$679K -$4.51K -13 -0.6%
LCM
1661
LVM Capital Management
Michigan
$675K -$46.8K -135 -6%
BAM
1662
Bosun Asset Management
Illinois
$675K +$1.04K +3 +0.1%
NCFG
1663
New Century Financial Group
New Jersey
$674K +$96.7K +279 +16%
PEA
1664
Park Edge Advisors
Ohio
$673K +$38.1K +110 +6%
BCM
1665
BluePath Capital Management
Georgia
$671K +$194K +560 +38%
WAG
1666
Winthrop Advisory Group
Massachusetts
$671K -$6.24K -18 -0.9%
GWANC
1667
Guardian Wealth Advisors (North Carolina)
North Carolina
$670K -$18K -52 -3%
BMCM
1668
Bryn Mawr Capital Management
Pennsylvania
$670K +$14.2K +41 +2%
FAB
1669
First American Bank
Illinois
$669K – – –
SAI
1670
Savvy Advisors Inc
New York
$667K +$79.1K +228 +13%
SFSG
1671
Sound Financial Strategies Group
Mississippi
$667K -$83.2K -240 -11%
SEIA
1672
Signature Estate & Investment Advisors
California
$667K +$694K +2,002 New
BFA
1673
Beacon Financial Advisory
Ohio
$667K +$389K +1,121 +127%
BCM
1674
Bienville Capital Management
New York
$666K – – –
SC
1675
Saybrook Capital
North Carolina
$666K -$693K -2,000 -50%
65 66
67
68 69