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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
2401
Milestones Private Investment Advisors
New York
$406K – – –
MHC
2402
May Hill Capital
Massachusetts
$406K +$17.5K +41 +5%
WCM
2403
Wedge Capital Management
North Carolina
$405K -$10.2K -24 -3%
TIM
2404
Tortoise Investment Management
New York
$404K +$3.42K +8 +1%
MEAC
2405
M.E. Allison & Co
Texas
$403K +$427 +1 +0.1%
MCM
2406
M1 Capital Management
Michigan
$403K -$152K -356 -30%
SL
2407
Salomon & Ludwin
Virginia
$403K +$82K +192 +31%
CPL
2408
CAP Partners LLC
Tennessee
$401K +$854 +2 +0.2%
ALA
2409
Atlas Legacy Advisors
California
$401K +$109K +255 +44%
SFPG
2410
Stonebridge Financial Planning Group
Florida
$401K +$29K +68 +9%
SSA
2411
South Street Advisors
New York
$401K – – –
NFA
2412
Northwest Financial Advisors
Virginia
$401K – – –
BFG
2413
Beacon Financial Group
Texas
$401K +$1.71K +4 +0.5%
WCM
2414
WealthBridge Capital Management
Ohio
$400K – – –
JCM
2415
Jacobsen Capital Management
Utah
$399K +$2.56K +6 +0.7%
MAM
2416
McLean Asset Management
Virginia
$398K +$6.83K +16 +2%
APW
2417
Axim Planning & Wealth
Ohio
$397K +$13.7K +32 +4%
WCFA
2418
Walkner Condon Financial Advisors
Wisconsin
$397K +$6.83K +16 +2%
CWM
2419
ClientFirst Wealth Management
Arkansas
$395K – – –
PWA
2420
Physician Wealth Advisors
Utah
$394K +$39.7K +93 +13%
MAG
2421
Mayfair Advisory Group
Alabama
$394K – – –
PFM
2422
Phillips Financial Management
Indiana
$393K +$114K +268 +48%
AIA
2423
AssuredPartners Investment Advisors
Florida
$393K +$52.1K +122 +17%
TWA
2424
Tandem Wealth Advisors
Arizona
$392K -$121K -283 -26%
MWM
2425
Manske Wealth Management
Texas
$392K +$2.13K +5 +0.6%
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97
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