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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
1726
Dudley Capital Management
Virginia
$803K -$4.67K -14 -0.7%
FCFC
1727
First Commonwealth Financial Corp
Pennsylvania
$803K – – –
AHC
1728
Adell Harriman & Carpenter
Texas
$801K -$14.3K -43 -2%
BFA
1729
Beacon Financial Advisory
Ohio
$801K +$28.3K +85 +4%
SIC
1730
Shoker Investment Counsel
Ohio
$801K +$22K +66 +3%
MSCM
1731
McElhenny Sheffield Capital Management
Texas
$800K – – –
AA
1732
AF Advisors
California
$800K – – –
CB
1733
Cadence Bank
Mississippi
$800K -$2.33K -7 -0.3%
IB
1734
Intrust Bank
Kansas
$799K -$23.3K -70 -3%
PFG
1735
Prosperity Financial Group
California
$798K -$23.7K -71 -3%
FFG
1736
Fortem Financial Group
California
$795K -$49K -147 -7%
WAG
1737
Winthrop Advisory Group
Massachusetts
$794K +$10K +30 +1%
SIA
1738
Soltis Investment Advisors
Utah
$793K +$155K +465 +29%
LSIA
1739
LaSalle St. Investment Advisors
Illinois
$792K -$68K -204 -9%
6F
1740
626 Financial
Michigan
$789K – – –
NCM
1741
NCM Capital Management
New Jersey
$788K – – –
PMWMG
1742
Parr McKnight Wealth Management Group
Minnesota
$786K +$1K +3 +0.1%
TTWM
1743
TCV Trust & Wealth Management
Virginia
$786K +$2K +6 +0.3%
BOJHT
1744
Bank of Jackson Hole Trust
Wyoming
$785K +$115K +345 +21%
TF
1745
Tompkins Financial
New York
$784K – – –
JWM
1746
Jacksonville Wealth Management
Florida
$782K +$35.7K +107 +6%
SWM
1747
Shepherd Wealth Management
Ohio
$782K -$217K -651 -26%
PG
1748
Patten Group
Tennessee
$779K +$54.3K +163 +9%
NAS
1749
NWF Advisory Services
California
$778K +$668K +2,003 New
SFG
1750
Sovereign Financial Group
Connecticut
$777K +$4.67K +14 +0.7%
68 69
70
71 72