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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
1701
GSB Wealth Management
Connecticut
$698K +$18.2K +51 +2%
UAS
1702
United Asset Strategies
New York
$698K +$356 +1 +0%
FPW
1703
Fairvoy Private Wealth
Alabama
$697K +$7.12K +20 +1%
MCA
1704
Martin Capital Advisors
Texas
$696K -$71.2K -200 -9%
FAB
1705
First American Bank
Illinois
$696K +$32.8K +92 +5%
AHC
1706
Adell Harriman & Carpenter
Texas
$695K -$53.1K -149 -7%
SAF
1707
Smith Anglin Financial
Texas
$694K +$36.7K +103 +5%
MPIA
1708
Mountain Pacific Investment Advisers
Idaho
$694K -$19.6K -55 -3%
CCWM
1709
Cassaday & Co Wealth Management
Virginia
$692K -$5.34K -15 -0.7%
BWM
1710
BCS Wealth Management
Tennessee
$691K +$712 +2 +0.1%
MGWM
1711
Marks Group Wealth Management
Minnesota
$691K -$41.7K -117 -5%
BA
1712
Bridgewater Advisors
New York
$689K +$798K +2,241 New
ZI
1713
ZEGA Investments
Florida
$688K -$472K -1,324 -39%
DCM
1714
Dudley Capital Management
Virginia
$687K -$26.4K -74 -3%
CIC
1715
Carnegie Investment Counsel
Ohio
$685K -$91.9K -258 -10%
GWM
1716
Gibbs Wealth Management
Georgia
$685K +$17.1K +48 +2%
SIC
1717
Sage Investment Counsel
Tennessee
$684K +$21.4K +60 +3%
MCA
1718
MSH Capital Advisors
Arizona
$684K – – –
FCFC
1719
First Commonwealth Financial Corp
Pennsylvania
$682K +$5.34K +15 +0.7%
CB
1720
Cadence Bank
Mississippi
$682K -$16.4K -46 -2%
TFO
1721
Tarbox Family Office
California
$682K -$1.43K -4 -0.2%
SI
1722
Severin Investments
Missouri
$681K +$8.19K +23 +1%
MSCM
1723
McElhenny Sheffield Capital Management
Texas
$680K +$712 +2 +0.1%
AA
1724
AF Advisors
California
$680K – – –
KIM
1725
Kestra Investment Management
Texas
$679K +$263K +737 +56%
67 68
69
70 71