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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2326
Cook Wealth
North Carolina
$307K – – –
MP
2327
McDonald Partners
Ohio
$307K +$345 +1 +0.1%
CWMS
2328
Cannon Wealth Management Services
North Carolina
$306K +$270K +783 New
WDG
2329
Wealth Dimensions Group
Ohio
$306K -$12.8K -37 -5%
SCM
2330
Spring Capital Management
Texas
$306K – – –
VV
2331
Verity & Verity
South Carolina
$305K -$38.3K -111 -12%
DI
2332
Disciplined Investments
Oklahoma
$305K -$3.11K -9 -1%
KC
2333
Kingfisher Capital
North Carolina
$304K +$7.6K +22 +3%
KOC
2334
Koss-Olinger Consulting
Florida
$304K – – –
SHF
2335
Safe Harbor Fiduciary
Florida
$304K +$268K +777 New
JCM
2336
Jag Capital Management
Missouri
$304K +$1.04K +3 +0.4%
KPWG
2337
KFA Private Wealth Group
Virginia
$304K +$268K +776 New
IFS
2338
Ifrah Financial Services
Arkansas
$303K -$12.1K -35 -4%
SHGA
2339
Sand Hill Global Advisors
California
$302K -$15.2K -44 -5%
CCB
2340
Cutter & Co Brokerage
Missouri
$302K – – –
WAG
2341
Wallace Advisory Group
California
$302K -$8.98K -26 -3%
HCP
2342
Holt Capital Partners
Texas
$301K +$8.63K +25 +3%
MCP
2343
Mirador Capital Partners
California
$301K -$3.11K -9 -1%
HFP
2344
Holistic Financial Partners
Indiana
$301K +$2.76K +8 +1%
HI
2345
Hoey Investments
Pennsylvania
$300K – – –
BBI
2346
Baxter Bros Inc
Connecticut
$300K -$32.8K -95 -11%
LSIA
2347
LaSalle St. Investment Advisors
Illinois
$299K +$265K +766 New
ICM
2348
Intrepid Capital Management
Florida
$298K +$10.4K +30 +4%
GAA
2349
Global Assets Advisory
Florida
$298K +$34.5K +100 +15%
MLFP
2350
MPS Loria Financial Planners
Illinois
$297K -$231K -668 -47%
92 93
94
95 96