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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1651
Atwood & Palmer
Missouri
$1.47M – – –
CFO
1652
CVA Family Office
Colorado
$1.47M +$5.56K +10 +0.4%
SRA
1653
Secured Retirement Advisors
Minnesota
$1.46M -$691K -1,243 -33%
CPW
1654
Cove Private Wealth
New York
$1.46M +$108K +194 +8%
MGWM
1655
Marks Group Wealth Management
Minnesota
$1.46M +$147K +264 +12%
TTIC
1656
Tower Trust & Investment Company
Iowa
$1.46M +$200K +360 +16%
GG
1657
Gleason Group
Kentucky
$1.46M -$7.78K -14 -0.5%
EW
1658
Elyxium Wealth
California
$1.46M +$19.5K +35 +1%
AIM
1659
Acropolis Investment Management
Missouri
$1.46M +$76.7K +138 +6%
AL
1660
Aspiriant LLC
California
$1.45M +$33.9K +61 +2%
OBWP
1661
O'Brien Wealth Partners
Massachusetts
$1.45M – – –
KFGK
1662
Keystone Financial Group (Kentucky)
Kentucky
$1.45M +$48.9K +88 +4%
WWM
1663
Whalen Wealth Management
Nevada
$1.45M +$1.13M +2,028 +403%
GIM
1664
Generali Investments Management
Slovenia
$1.45M -$67.3K -121 -5%
EP
1665
Edgestream Partners
New Jersey
$1.45M -$3.29M -5,919 -70%
SIC
1666
Shoker Investment Counsel
Ohio
$1.45M +$2.22K +4 +0.2%
HWA
1667
Heritage Wealth Advisors
Virginia
$1.45M -$25K -45 -2%
PFG
1668
Prosperity Financial Group
California
$1.44M +$163K +294 +13%
RL
1669
Rogco LP
Oklahoma
$1.44M -$14.5K -26 -1%
WWA
1670
Wealth Watch Advisors
Colorado
$1.44M +$1.11K +2 +0.1%
YP
1671
YANKCOM Partnership
South Dakota
$1.44M +$104K +187 +8%
T
1672
TrustBank
Illinois
$1.44M +$1.39M +2,506 New
SCA
1673
Sippican Capital Advisors
Massachusetts
$1.43M – – –
SGC
1674
Slocum, Gordon & Co
Rhode Island
$1.43M – – –
WCM
1675
Washburn Capital Management
Florida
$1.43M -$18.9K -34 -1%
65 66
67
68 69