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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1701
Novare Capital Management
North Carolina
$448K – – –
TVAMP
1702
Tennessee Valley Asset Management Partners
Tennessee
$448K +$1.36K +5 +0.3%
VPP
1703
Vertex Planning Partners
Illinois
$447K +$1.9K +7 +0.4%
DA
1704
Doliver Advisors
Texas
$447K -$43.1K -159 -9%
RDWM
1705
Red Door Wealth Management
Tennessee
$447K -$13.8K -51 -3%
CNB
1706
Camden National Bank
Maine
$445K – – –
GKWIM
1707
Gerber Kawasaki Wealth & Investment Management
California
$444K +$63.5K +234 +17%
ACS
1708
Archford Capital Strategies
Illinois
$444K -$42.9K -158 -9%
SFP
1709
Sweet Financial Partners
Minnesota
$443K -$128K -470 -22%
UBV
1710
United Bank (Virginia)
Virginia
$443K -$231K -850 -34%
SFB
1711
STAR Financial Bank
Indiana
$443K -$40.7K -150 -8%
AFM
1712
Armstrong Fleming & Moore
District of Columbia
$443K – – –
1IA
1713
1834 Investment Advisors
Wisconsin
$443K -$20.3K -75 -4%
AGAM
1714
Audent Global Asset Management
California
$442K -$7.05K -26 -2%
PP
1715
Pacifica Partners
Canada
$441K +$272K +1,001 +145%
SFG
1716
Sunburst Financial Group
Alabama
$441K -$2.71K -10 -0.6%
ICA
1717
Infrastructure Capital Advisors
New York
$440K +$333K +1,228 New
LCM
1718
Landscape Capital Management
New Jersey
$439K -$221K -813 -34%
VBFG
1719
Vishria Bird Financial Group
Tennessee
$438K – – –
WA
1720
Wealth Alliance
New York
$438K -$4.88K -18 -1%
PWP
1721
Pursue Wealth Partners
California
$437K – – –
WMG
1722
WESCAP Management Group
California
$437K – – –
LCM
1723
Lazari Capital Management
California
$436K +$26K +96 +6%
AA
1724
Addison Advisors
Vermont
$435K +$15.5K +57 +4%
SMA
1725
Sage Mountain Advisors
Georgia
$435K +$20.1K +74 +5%
67 68
69
70 71