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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2076
CWS Financial Advisors
Michigan
$430K +$107K +300 +30%
PWM
2077
Purus Wealth Management
California
$429K +$77.7K +218 +20%
WPC
2078
Waters Parkerson & Co
Louisiana
$428K -$7.48K -21 -2%
RA
2079
Ransom Advisory
Rhode Island
$427K -$35.6K -100 -7%
MIFH
2080
Migdal Insurance & Financial Holdings
Israel
$427K +$47.7K +134 +12%
PWM
2081
Prentice Wealth Management
New York
$426K +$30.6K +86 +7%
SIM
2082
Sentry Investment Management
Wisconsin
$425K -$184K -517 -25%
MA
2083
MCF Advisors
Kentucky
$425K +$6.77K +19 +1%
WMA
2084
Wealth Management Associates
New Jersey
$424K -$53.8K -151 -11%
BFG
2085
Beacon Financial Group
Texas
$423K +$18.2K +51 +4%
FI
2086
Finivi Inc
Massachusetts
$423K +$47.7K +134 +12%
GCP
2087
GSA Capital Partners
United Kingdom
$422K -$715K -2,008 -61%
TVAMP
2088
Tennessee Valley Asset Management Partners
Tennessee
$422K +$11.8K +33 +3%
CF
2089
Claris Financial
Virginia
$422K – – –
PWM
2090
Pines Wealth Management
North Carolina
$420K +$100K +282 +23%
AFT
2091
Alpha Family Trust
California
$419K – – –
CCFM
2092
Clear Creek Financial Management
Washington
$419K +$46.3K +130 +11%
BFS
2093
Bard Financial Services
Connecticut
$417K -$33.8K -95 -7%
ZBNA
2094
Zions Bancorporation, National Association
Utah
$417K +$450K +1,264 New
GCA
2095
Gradient Capital Advisors
California
$417K -$15K -42 -3%
BBA
2096
Braun-Bostich & Associates
Pennsylvania
$417K +$7.48K +21 +2%
NB
2097
Northwest Bancshares
Pennsylvania
$416K – – –
PWS
2098
Precision Wealth Strategies
Missouri
$414K +$71.6K +201 +19%
EAM
2099
Evanson Asset Management
California
$412K -$35.6K -100 -7%
KCM
2100
Kornitzer Capital Management
Kansas
$412K -$8.9K -25 -2%
82 83
84
85 86