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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1726
MSH Capital Advisors
Arizona
$752K -$1.94K -5 -0.2%
TFO
1727
Tarbox Family Office
California
$752K +$1.55K +4 +0.2%
IWA
1728
Icon Wealth Advisors
Texas
$751K +$44.6K +115 +6%
GWM
1729
GSB Wealth Management
Connecticut
$750K – – –
AA
1730
AF Advisors
California
$748K – – –
MSCM
1731
McElhenny Sheffield Capital Management
Texas
$747K +$4.27K +11 +0.5%
NCM
1732
NCM Capital Management
New Jersey
$745K – – –
FCFC
1733
First Commonwealth Financial Corp
Pennsylvania
$745K -$19.8K -51 -2%
BAM
1734
Bosun Asset Management
Illinois
$744K +$52.4K +135 +7%
RDWM
1735
Red Door Wealth Management
Tennessee
$741K +$24.8K +64 +3%
CF
1736
Copperwynd Financial
Arizona
$741K +$119K +308 +18%
GFG
1737
Goldstone Financial Group
Illinois
$741K +$178K +460 +29%
SI
1738
Severin Investments
Missouri
$741K +$792K +2,042 New
CAM
1739
Carret Asset Management
New York
$740K -$163K -420 -17%
AWM
1740
Aviso Wealth Management
Washington
$739K +$1.16K +3 +0.1%
SIM
1741
Sentry Investment Management
Wisconsin
$739K -$128K -331 -14%
DIP
1742
Davis Investment Partners
North Carolina
$738K +$254K +656 +45%
6F
1743
626 Financial
Michigan
$737K -$17.5K -45 -2%
GWM
1744
Gibbs Wealth Management
Georgia
$736K +$287K +739 +57%
CS
1745
Capital Square
Tennessee
$735K +$43.8K +113 +7%
CHP
1746
Cable Hill Partners
Oregon
$735K -$88.8K -229 -10%
KCM
1747
Kathmere Capital Management
Pennsylvania
$734K +$188K +486 +32%
PMWMG
1748
Parr McKnight Wealth Management Group
Minnesota
$734K +$784K +2,022 New
CIAS
1749
CFS Investment Advisory Services
New Jersey
$733K -$2.33K -6 -0.3%
HCP
1750
Hexagon Capital Partners
Arkansas
$733K -$35.3K -91 -4%
68 69
70
71 72