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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PCG
1776
Private Capital Group
Connecticut
$272K -$2.21K -11 -0.8%
MCM
1777
Monarch Capital Management
Indiana
$272K – – –
RFA
1778
Reilly Financial Advisors
California
$270K -$4.03K -20 -2%
SIA
1779
Sage Investment Advisers
New York
$270K +$263K +1,308 New
MIP
1780
Marietta Investment Partners
Wisconsin
$269K – – –
NAMP
1781
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$269K – – –
LW
1782
Linscomb Wealth
Texas
$269K +$37.9K +188 +17%
PCM
1783
Prelude Capital Management
New York
$268K -$350K -1,740 -57%
CPIG
1784
Chicago Partners Investment Group
Illinois
$268K -$28.8K -143 -10%
HCM
1785
Hollencrest Capital Management
California
$268K +$10.5K +52 +4%
MIC
1786
Means Investment Company
Maine
$267K -$18.5K -92 -7%
JCM
1787
J2 Capital Management
Michigan
$267K +$260K +1,292 New
ECM
1788
Exchange Capital Management
Michigan
$266K +$8.46K +42 +3%
GWMI
1789
Guardian Wealth Management (Illinois)
Illinois
$266K +$259K +1,288 New
SIC
1790
SJS Investment Consulting
Ohio
$265K +$259K +1,284 New
GTCM
1791
Gyon Technologies Capital Management
New Jersey
$264K +$257K +1,276 New
TA
1792
Tectonic Advisors
Texas
$263K – – –
MHR
1793
Matthew Hamilton Rosenberg
$263K +$8.05K +40 +3%
DWM
1794
Destination Wealth Management
California
$262K +$255K +1,267 New
TA
1795
TFG Advisers
Michigan
$261K +$11.3K +56 +5%
CI
1796
CX Institutional
Indiana
$260K +$59.2K +294 +31%
RZH
1797
Relyea Zuckerberg Hanson
Connecticut
$260K +$244K +1,214 New
PP
1798
PDS Planning
Ohio
$259K -$13.7K -68 -5%
OLA
1799
Oliver Luxxe Assets
New Jersey
$258K – – –
WMA
1800
West Michigan Advisors
Michigan
$257K +$250K +1,243 New
70 71
72
73 74