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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
2226
Impact Partnership Wealth
Georgia
$174K +$91.4K +337 +112%
BS
2227
Bessemer Securities
New York
$174K -$561K -2,069 -76%
GGI
2228
Godsey & Gibb Inc
Virginia
$172K -$23.1K -85 -12%
PFA
2229
Pathway Financial Advisers
Indiana
$169K +$168K +619 New
BDS
2230
Banco de Sabadell
Florida
$169K +$99.8K +368 +148%
LS
2231
Livforsakringsbolaget Skandia
Sweden
$167K – – –
FMP
2232
Financial Management Professionals
Texas
$167K +$51K +188 +44%
NSG
2233
Nalls Sherbakoff Group
Tennessee
$164K +$27.1K +100 +20%
CAL
2234
Capital Analysts LLC
Pennsylvania
$163K +$12.5K +46 +8%
CP
2235
Castleview Partners
Texas
$161K -$271 -1 -0.2%
TFGT
2236
TS Financial Group (TSFG)
Illinois
$155K – – –
CWC
2237
Carolinas Wealth Consulting
North Carolina
$155K +$70.8K +261 +62%
BHWM
2238
Beaird Harris Wealth Management
Texas
$151K +$14.6K +54 +11%
PVH
2239
Psagot Value Holdings
Israel
$151K +$86.8K +320 +139%
SC
2240
Stephens Consulting
Michigan
$150K – – –
PP
2241
PrairieView Partners
Minnesota
$149K -$657K -2,423 -82%
CIA
2242
Cape Investment Advisory
Georgia
$149K +$271 +1 +0.2%
POIA
2243
Pin Oak Investment Advisors
Texas
$147K +$271 +1 +0.2%
FPFS
2244
First Personal Financial Services
North Carolina
$146K – – –
SFCL
2245
Strengthening Families & Communities LLC
Massachusetts
$137K -$66.7K -246 -33%
DCBT
2246
Dakota Community Bank & Trust
North Dakota
$136K -$1.63K -6 -1%
JMF
2247
Johnson Midwest Financial
Iowa
$134K +$543 +2 +0.4%
AAP
2248
Arax Advisory Partners
Colorado
$133K +$5.97K +22 +5%
C
2249
Covestor
United Kingdom
$133K +$5.15K +19 +4%
RTC
2250
Riverview Trust Company
Washington
$132K – – –
88 89
90
91 92