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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1651
Archer Investment Corporation
Indiana
$898K +$2.33K +7 +0.3%
BFA
1652
Bill Few Associates
Pennsylvania
$898K +$45.7K +137 +6%
GWMI
1653
Guardian Wealth Management (Illinois)
Illinois
$897K -$1.67K -5 -0.2%
1WA
1654
180 Wealth Advisors
Washington
$896K -$12K -36 -2%
HAIM
1655
Hunter Associates Investment Management
Pennsylvania
$894K +$333 +1 +0%
PTP
1656
Platform Technology Partners
New York
$893K – – –
NSAM
1657
North Star Asset Management
Wisconsin
$892K -$16K -48 -2%
GIA
1658
GHP Investment Advisors
Colorado
$888K – – –
CNTOF
1659
Canandaigua National Trust of Florida
New York
$883K +$758K +2,275 New
FG
1660
Fiduciary Group
Georgia
$882K – – –
MIC
1661
Means Investment Company
Maine
$882K -$7K -21 -0.9%
GB
1662
Goepper Burkhardt
South Carolina
$880K +$35.7K +107 +5%
CA
1663
Capital Advantage
California
$879K -$35.7K -107 -5%
YP
1664
YANKCOM Partnership
South Dakota
$878K +$28.3K +85 +4%
KAS
1665
KPP Advisory Services
Kentucky
$877K +$24.7K +74 +3%
OHWA
1666
Oak Hill Wealth Advisors
Virginia
$875K +$83.3K +250 +13%
PCP
1667
Proficio Capital Partners
Massachusetts
$873K +$8.67K +26 +1%
LCM
1668
LVM Capital Management
Michigan
$872K -$8.33K -25 -1%
OCM
1669
One Capital Management
California
$872K +$77.7K +233 +12%
LFA
1670
Legacy Financial Advisors
Kentucky
$869K +$27.7K +83 +4%
TC
1671
TFR Capital
Texas
$868K +$61K +183 +9%
OW
1672
Olistico Wealth
Oklahoma
$868K +$235K +705 +46%
RA
1673
Rational Advisors
New York
$867K -$108K -324 -13%
NL
1674
NVWM LLC
Pennsylvania
$867K +$6.33K +19 +0.9%
CWM
1675
Cranbrook Wealth Management
Michigan
$865K – – –
65 66
67
68 69