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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1676
Summit Global Investments
Utah
$805K +$146K +377 +20%
PCP
1677
Proficio Capital Partners
Massachusetts
$805K +$238K +614 +38%
OP
1678
ORG Partners
Indiana
$803K -$3.49K -9 -0.4%
GAM
1679
Grandview Asset Management
Pennsylvania
$803K +$858K +2,213 New
AIM
1680
Acropolis Investment Management
Missouri
$802K – – –
MGWM
1681
Marks Group Wealth Management
Minnesota
$802K +$62.4K +161 +8%
NCM
1682
Novare Capital Management
North Carolina
$802K – – –
SWA
1683
Sax Wealth Advisors
New Jersey
$800K -$105K -272 -11%
IB
1684
Intrust Bank
Kansas
$800K -$13.2K -34 -2%
CAM
1685
Close Asset Management
United Kingdom
$799K – – –
GIA
1686
GHP Investment Advisors
Colorado
$799K -$17.5K -45 -2%
SW
1687
Simplicity Wealth
New Jersey
$798K -$61.3K -158 -7%
HWM
1688
Horizon Wealth Management
Illinois
$797K +$1.16K +3 +0.1%
HI
1689
Hoey Investments
Pennsylvania
$796K +$501K +1,291 +143%
CWM
1690
Cahaba Wealth Management
Georgia
$793K +$1.16K +3 +0.1%
AA
1691
Addison Advisors
Vermont
$792K -$1.94K -5 -0.2%
AWM
1692
Aberdeen Wealth Management
Illinois
$792K -$19.4K -50 -2%
LA
1693
Latitude Advisors
Florida
$791K -$10.1K -26 -1%
CM
1694
Cercano Management
Washington
$791K – – –
WFAG
1695
Worth Financial Advisory Group
North Carolina
$789K -$56.2K -145 -6%
RFG
1696
Range Financial Group
Oregon
$787K +$292K +752 +53%
SWM
1697
Sterling Wealth Management
Illinois
$787K – – –
MWM
1698
Marion Wealth Management
Pennsylvania
$785K +$2.71K +7 +0.3%
EWM
1699
Executive Wealth Management
Michigan
$784K -$4.65K -12 -0.6%
MIP
1700
Marietta Investment Partners
Wisconsin
$784K -$13.6K -35 -2%
66 67
68
69 70