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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Calton & Associates
Florida
$1.32M +$63.9K +115 +5%
OWP
1727
ORG Wealth Partners
Texas
$1.32M -$193K -347 -13%
MJP
1728
Michael J. Puzo
$1.32M – – –
KF
1729
KKM Financial
Illinois
$1.32M -$69.5K -125 -5%
LWP
1730
LFG Wealth Partners
Kentucky
$1.31M +$1.27M +2,293 New
SM
1731
Sweeney & Michel
California
$1.31M +$29.5K +53 +3%
LOWM
1732
Laurel Oak Wealth Management
New Jersey
$1.31M +$1.27M +2,284 New
RPGK
1733
Retirement Planning Group (Kansas)
Kansas
$1.31M +$36.7K +66 +3%
CFA
1734
Cahill Financial Advisors
Minnesota
$1.31M -$60.6K -109 -5%
CA
1735
Capital Advantage
California
$1.31M +$6.67K +12 +0.5%
ACGA
1736
Atlanta Consulting Group Advisors
Georgia
$1.31M – – –
GIA
1737
GHP Investment Advisors
Colorado
$1.3M -$5.56K -10 -0.4%
PWP
1738
Perfromance Wealth Partners
Illinois
$1.3M -$735K -1,322 -37%
SAG
1739
SageView Advisory Group
California
$1.3M +$150K +269 +13%
GB
1740
Goepper Burkhardt
South Carolina
$1.3M – – –
PWA
1741
Primoris Wealth Advisors
Florida
$1.3M +$1.26M +2,266 New
BHPW
1742
Beverly Hills Private Wealth
California
$1.3M -$4.45K -8 -0.4%
IA
1743
Intellus Advisors
Florida
$1.3M +$565K +1,016 +81%
KAS
1744
KPP Advisory Services
Kentucky
$1.3M -$14.5K -26 -1%
BOJHT
1745
Bank of Jackson Hole Trust
Wyoming
$1.29M +$23.3K +42 +2%
TCP
1746
TMB Capital Partners
Arkansas
$1.29M +$1.25M +2,258 New
LOAMU
1747
Lombard Odier Asset Management (USA)
New York
$1.29M +$1.25M +2,250 New
PTP
1748
Platform Technology Partners
New York
$1.29M -$33.3K -60 -3%
HAIM
1749
Hunter Associates Investment Management
Pennsylvania
$1.29M -$30.6K -55 -2%
WOSD
1750
WFA of San Diego
California
$1.29M -$63.9K -115 -5%
68 69
70
71 72