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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2401
Eclectic Associates
California
$406K -$11.1K -26 -3%
MPIA
2402
Milestones Private Investment Advisors
New York
$406K – – –
MHC
2403
May Hill Capital
Massachusetts
$406K +$17.5K +41 +5%
WCM
2404
Wedge Capital Management
North Carolina
$405K -$10.2K -24 -3%
TIM
2405
Tortoise Investment Management
New York
$404K +$3.42K +8 +1%
MEAC
2406
M.E. Allison & Co
Texas
$403K +$427 +1 +0.1%
MCM
2407
M1 Capital Management
Michigan
$403K -$152K -356 -30%
SL
2408
Salomon & Ludwin
Virginia
$403K +$82K +192 +31%
CPL
2409
CAP Partners LLC
Tennessee
$401K +$854 +2 +0.2%
ALA
2410
Atlas Legacy Advisors
California
$401K +$109K +255 +44%
SFPG
2411
Stonebridge Financial Planning Group
Florida
$401K +$29K +68 +9%
SSA
2412
South Street Advisors
New York
$401K – – –
NFA
2413
Northwest Financial Advisors
Virginia
$401K – – –
BFG
2414
Beacon Financial Group
Texas
$401K +$1.71K +4 +0.5%
WCM
2415
WealthBridge Capital Management
Ohio
$400K – – –
JCM
2416
Jacobsen Capital Management
Utah
$399K +$2.56K +6 +0.7%
MAM
2417
McLean Asset Management
Virginia
$398K +$6.83K +16 +2%
APW
2418
Axim Planning & Wealth
Ohio
$397K +$13.7K +32 +4%
WCFA
2419
Walkner Condon Financial Advisors
Wisconsin
$397K +$6.83K +16 +2%
CWM
2420
ClientFirst Wealth Management
Arkansas
$395K – – –
PWA
2421
Physician Wealth Advisors
Utah
$394K +$39.7K +93 +13%
MAG
2422
Mayfair Advisory Group
Alabama
$394K – – –
PFM
2423
Phillips Financial Management
Indiana
$393K +$114K +268 +48%
AIA
2424
AssuredPartners Investment Advisors
Florida
$393K +$52.1K +122 +17%
TWA
2425
Tandem Wealth Advisors
Arizona
$392K -$121K -283 -26%
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