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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1801
Westmount Partners
California
$605K -$268K -751 -29%
IWA
1802
Icon Wealth Advisors
Texas
$603K -$85.5K -240 -12%
MWP
1803
Meriwether Wealth & Planning
Louisiana
$600K +$2.14K +6 +0.3%
AC
1804
AlphaCore Capital
California
$599K +$282K +792 +77%
AFC
1805
AFT Forsyth & Company
Florida
$599K – – –
NG
1806
Novem Group
New York
$596K +$25.3K +71 +4%
MA
1807
McBroom & Associates
Nevada
$596K – – –
RCA
1808
Resonant Capital Advisors
Wisconsin
$595K -$7.48K -21 -1%
TFG
1809
Taylor Financial Group
Virginia
$595K – – –
CFMC
1810
Curbstone Financial Management Corp
New Hampshire
$594K +$81.9K +230 +15%
LAM
1811
Lakewood Asset Management
Illinois
$594K -$535K -1,503 -45%
ESBC
1812
E.S. Barr & Co
Kentucky
$594K -$17.8K -50 -3%
NBWM
1813
North Berkeley Wealth Management
California
$594K – – –
B
1814
Bensler
Washington
$593K -$49.5K -139 -7%
MHWM
1815
Montz Harcus Wealth Management
Louisiana
$593K +$2.49K +7 +0.4%
SA
1816
Sovran Advisors
California
$593K -$24.6K -69 -3%
NCFG
1817
New Century Financial Group
New Jersey
$590K -$127K -357 -17%
BWM
1818
Benchmark Wealth Management
Connecticut
$589K +$356 +1 +0.1%
GBT
1819
Grove Bank & Trust
Florida
$589K +$142K +400 +29%
LA
1820
Lakeside Advisors
Washington
$589K +$356 +1 +0.1%
OA
1821
Operose Advisors
Wisconsin
$589K +$1.78K +5 +0.3%
GAA
1822
Global Assets Advisory
Florida
$589K +$463K +1,300 +200%
TA
1823
TFG Advisers
Michigan
$588K -$18.2K -51 -3%
SMH
1824
Sanders Morris Harris
Texas
$585K – – –
SCA
1825
Stonebridge Capital Advisors
Minnesota
$585K -$22.4K -63 -3%
71 72
73
74 75