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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1876
Bosun Asset Management
Illinois
$2.02M – – –
WAM
1877
Wolverine Asset Management
Illinois
$2.02M +$82.6K +94 +5%
BA
1878
Bridgewater Advisors
New York
$2.01M +$14.1K +16 +0.7%
GAA
1879
Guardian Asset Advisors
Pennsylvania
$2.01M +$28.1K +32 +2%
CCAM
1880
Cascades Capital Asset Management
North Carolina
$2.01M +$2.63K +3 +0.2%
FFA
1881
Fragasso Financial Advisors
Pennsylvania
$2.01M +$159K +181 +11%
JMFC
1882
J.M. Forbes & Co
Massachusetts
$2.01M +$435K +495 +36%
CA
1883
Cornerstone Advisory
Maryland
$2.01M +$58K +66 +4%
AGC
1884
August Group Capital
$2.01M -$55.3K -63 -3%
ICP
1885
Impact Capital Partners
Colorado
$2.01M +$44.8K +51 +3%
WWMSC
1886
Wagner Wealth Management (South Carolina)
South Carolina
$2M +$14.1K +16 +0.9%
PWA
1887
Pitcairn Wealth Advisors
Pennsylvania
$2M -$7.91K -9 -0.5%
AP
1888
Appleton Partners
Massachusetts
$2M -$12.3K -14 -0.7%
GI
1889
Gradient Investments
Minnesota
$2M +$263K +299 +19%
QC
1890
Quent Capital
New York
$1.99M +$72K +82 +5%
WCM
1891
Windsor Capital Management
Arizona
$1.99M -$207K -236 -11%
WP
1892
WealthPLAN Partners
Nebraska
$1.99M +$169K +192 +11%
OA
1893
Operose Advisors
Wisconsin
$1.99M -$8.79K -10 -0.5%
KIM
1894
Kestra Investment Management
Texas
$1.99M -$508K -578 -24%
BB
1895
Bell Bank
North Dakota
$1.99M +$9.66K +11 +0.6%
MHWM
1896
Montz Harcus Wealth Management
Louisiana
$1.98M +$13.2K +15 +0.8%
AIP
1897
Alexis Investment Partners
Texas
$1.98M -$817K -930 -33%
CWM
1898
Centurion Wealth Management
Virginia
$1.98M -$19.3K -22 -1%
WP
1899
Westmount Partners
California
$1.98M +$3.51K +4 +0.2%
RWA
1900
Redhawk Wealth Advisors
Minnesota
$1.98M +$55.3K +63 +4%
74 75
76
77 78