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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1826
NCM Capital Management
New Jersey
$1.44M – – –
GAG
1827
GM Advisory Group
New York
$1.44M +$38.1K +55 +3%
WKWM
1828
Walter & Keenan Wealth Management
Indiana
$1.44M +$3.46K +5 +0.2%
KA
1829
Kozak & Associates
Colorado
$1.44M +$9.7K +14 +0.8%
HCA
1830
Heck Capital Advisors
Wisconsin
$1.43M -$732K -1,057 -34%
RIA
1831
Regal Investment Advisors
Michigan
$1.43M -$15.9K -23 -1%
JWM
1832
Jacksonville Wealth Management
Florida
$1.43M -$13.2K -19 -0.9%
SGI
1833
Summit Global Investments
Utah
$1.43M -$313K -452 -18%
TIS
1834
Titan Investment Solutions
$1.43M – – –
3IP
1835
3Chopt Investment Partners
Virginia
$1.43M +$40.9K +59 +3%
LA
1836
LVW Advisors
New York
$1.42M +$533K +770 +62%
SIC
1837
Sage Investment Counsel
Tennessee
$1.42M -$38.1K -55 -3%
ACM
1838
Arcataur Capital Management
Wisconsin
$1.42M – – –
MPIA
1839
Mountain Pacific Investment Advisers
Idaho
$1.42M -$62.3K -90 -4%
LF
1840
LifePlan Financial
Minnesota
$1.42M -$44.3K -64 -3%
LC
1841
Landaas & Company
Wisconsin
$1.42M +$92.1K +133 +7%
AA
1842
Addison Advisors
Vermont
$1.42M +$1.39K +2 +0.1%
SC
1843
Saybrook Capital
North Carolina
$1.42M – – –
CF
1844
Claris Financial
Virginia
$1.42M -$6.23K -9 -0.4%
S
1845
SimplyRich
California
$1.41M – – –
LWCFA
1846
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.41M -$281K -405 -18%
MG
1847
Marex Group
$1.41M +$1.05M +1,515 +318%
OC
1848
Opinicus Capital
Florida
$1.41M +$58.2K +84 +4%
SWM
1849
Shepherd Wealth Management
Ohio
$1.41M -$5.25M -7,577 -83%
MWP
1850
Meriwether Wealth & Planning
Louisiana
$1.41M -$1.39K -2 -0.1%
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