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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1651
Constitution Capital
Connecticut
$841K +$116K +300 +15%
WF
1652
Wayfinding Financial
Washington
$840K +$899K +2,318 New
RPCONE
1653
Retirement Planning Company of New England
Rhode Island
$840K -$22.9K -59 -2%
RMCM
1654
Reynders McVeigh Capital Management
Massachusetts
$839K -$17.1K -44 -2%
MCA
1655
Martin Capital Advisors
Texas
$838K +$97K +250 +12%
HAIM
1656
Hunter Associates Investment Management
Pennsylvania
$838K – – –
T
1657
Tidemark
California
$838K +$6.59K +17 +0.7%
AIC
1658
Archer Investment Corporation
Indiana
$836K – – –
PTP
1659
Platform Technology Partners
New York
$832K – – –
AI
1660
Accredited Investors
Minnesota
$829K -$15.5K -40 -2%
ACGA
1661
Atlanta Consulting Group Advisors
Georgia
$827K -$300K -773 -25%
SL
1662
Sentinus LLC
Illinois
$827K -$245K -631 -22%
FG
1663
Fiduciary Group
Georgia
$826K +$31.8K +82 +4%
OAM
1664
Oxford Asset Management
United Kingdom
$826K +$883K +2,277 New
SW
1665
SMART Wealth
Nebraska
$825K +$332K +856 +60%
CHJWM
1666
Carlton Hofferkamp & Jenks Wealth Management
Texas
$825K -$39.6K -102 -4%
AMBIA
1667
Allen Mooney & Barnes Investment Advisors
Georgia
$823K -$121K -313 -12%
LA
1668
LVW Advisors
New York
$822K -$135K -349 -13%
TSWM
1669
Tyler-Stone Wealth Management
Ohio
$821K +$22.5K +58 +3%
NSAM
1670
North Star Asset Management
Wisconsin
$820K +$398K +1,025 +83%
AHC
1671
Adell Harriman & Carpenter
Texas
$818K +$10.5K +27 +1%
CCAM
1672
Cascades Capital Asset Management
North Carolina
$816K +$2.71K +7 +0.3%
CWM
1673
Cranbrook Wealth Management
Michigan
$815K +$29.1K +75 +3%
CPSAC
1674
Chas P. Smith & Associates (CPS)
Florida
$813K – – –
DE
1675
Diversified Enterprises
Delaware
$809K +$19.4K +50 +2%
65 66
67
68 69