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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1801
Sugarloaf Wealth Management
Georgia
$390K +$271 +1 +0.1%
ILI
1802
Invesco LLC (Illinois)
Illinois
$389K -$6.51K -24 -2%
BRA
1803
Bender Robert & Associates
California
$388K – – –
CPC
1804
Congress Park Capital
New York
$388K – – –
BCG
1805
Breakwater Capital Group
New Jersey
$386K +$51.5K +190 +13%
WFA
1806
WestHill Financial Advisors
California
$385K – – –
HGERS
1807
Householder Group Estate & Retirement Specialist
Arizona
$385K +$383K +1,410 New
FC
1808
Forte Capital
New York
$383K -$28.5K -105 -7%
GFP
1809
Gryphon Financial Partners
Ohio
$383K +$6.51K +24 +2%
PFG
1810
Pinnacle Financial Group
Illinois
$383K -$30.4K -112 -7%
LWANC
1811
Laurel Wealth Advisors (North Carolina)
North Carolina
$382K -$9.77K -36 -3%
AA
1812
Alta Advisers
United Kingdom
$382K – – –
IIM
1813
Ironwood Investment Management
Massachusetts
$382K – – –
NJBEST
1814
New Jersey Better Educational Savings Trust
New Jersey
$382K – – –
WPC
1815
Waters Parkerson & Co
Louisiana
$382K -$44.8K -165 -11%
CPSAC
1816
Chas P. Smith & Associates (CPS)
Florida
$381K -$21.4K -79 -5%
BWM
1817
Birchcreek Wealth Management
Ohio
$380K – – –
GSIAS
1818
Garden State Investment Advisory Services
New Jersey
$380K +$25.5K +94 +7%
CA
1819
Cornerstone Advisory
Maryland
$380K +$18.2K +67 +5%
WCA
1820
Waypoint Capital Advisors
Minnesota
$378K +$1.63K +6 +0.4%
CWAG
1821
Compton Wealth Advisory Group
Virginia
$378K +$376K +1,385 New
VNA
1822
Valley National Advisers
Pennsylvania
$377K +$21.2K +78 +6%
GM
1823
GeoWealth Management
Illinois
$377K +$32.6K +120 +10%
BFA
1824
Beaumont Financial Advisors
Massachusetts
$377K -$31.5K -116 -8%
BF
1825
Blankinship & Foster
California
$376K – – –
71 72
73
74 75