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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1701
Executive Wealth Management
Michigan
$784K -$4.65K -12 -0.6%
MIP
1702
Marietta Investment Partners
Wisconsin
$784K -$13.6K -35 -2%
GB
1703
Goepper Burkhardt
South Carolina
$784K -$3.88K -10 -0.5%
ICA
1704
Infrastructure Capital Advisors
New York
$783K +$837K +2,159 New
MPIA
1705
Mountain Pacific Investment Advisers
Idaho
$783K – – –
DCM
1706
Dudley Capital Management
Virginia
$782K -$1.55K -4 -0.2%
LFA
1707
Legacy Financial Advisors
Kentucky
$782K +$47.3K +122 +6%
NCFG
1708
New Century Financial Group
New Jersey
$781K +$27.5K +71 +3%
PFG
1709
Prosperity Financial Group
California
$780K +$100K +259 +14%
OC
1710
Oakworth Capital
Alabama
$774K – – –
SA
1711
Sovran Advisors
California
$774K +$808K +2,083 New
IBOK
1712
Independence Bank of Kentucky
Kentucky
$773K +$199K +512 +32%
WAL
1713
W Advisors LLC
Tennessee
$772K +$14K +36 +2%
BWS
1714
Buck Wealth Strategies
Colorado
$770K +$330K +852 +67%
SQA
1715
Simon Quick Advisors
New Jersey
$770K +$167K +431 +25%
CF
1716
Centaurus Financial
California
$769K -$64K -165 -7%
UAS
1717
United Asset Strategies
New York
$767K -$46.9K -121 -5%
HIS
1718
Harvest Investment Services
Illinois
$767K +$820K +2,114 New
CB
1719
Cadence Bank
Mississippi
$767K +$409K +1,055 +100%
YP
1720
YANKCOM Partnership
South Dakota
$767K +$819K +2,113 New
CCWM
1721
Cassaday & Co Wealth Management
Virginia
$766K +$183K +472 +29%
BFA
1722
Bill Few Associates
Pennsylvania
$763K -$139K -358 -15%
TGAM
1723
TBH Global Asset Management
Tennessee
$762K +$14K +36 +2%
BWM
1724
BCS Wealth Management
Tennessee
$760K +$812K +2,094 New
FPW
1725
Fairvoy Private Wealth
Alabama
$759K +$811K +2,092 New
67 68
69
70 71