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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOI
2426
Wealth Advisors of Iowa
Iowa
$747K +$693 +1 +0.1%
WSFG
2427
Wall Street Financial Group
Illinois
$746K +$41.6K +60 +6%
SP
2428
Stonebrook Private
Michigan
$745K +$22.9K +33 +3%
MJRIC
2429
Mogy Joel R Investment Counsel
California
$744K -$104K -150 -13%
FBC
2430
Fairfield, Bush & Co
Connecticut
$744K -$34.6K -50 -5%
WMN
2431
Wealth Management Nebraska
Nebraska
$736K +$21.5K +31 +3%
ACA
2432
Arsenal Capital Advisors
Pennsylvania
$736K +$2.08K +3 +0.3%
DG
2433
Dala Group
Illinois
$735K +$17.3K +25 +2%
SEP
2434
Southland Equity Partners
Missouri
$734K +$73.4K +106 +11%
NEWAS
2435
N.E.W. Advisory Services
Wisconsin
$734K +$5.54K +8 +0.8%
CPC
2436
CFC Planning Company
Indiana
$733K -$3.83M -5,531 -84%
EBSAM
2437
Eubel Brady & Suttman Asset Management
Ohio
$733K +$13.9K +20 +2%
APW
2438
Aventura Private Wealth
Florida
$732K – – –
VIPI
2439
Vista Investment Partners II
Indiana
$732K -$50.6K -73 -7%
SNBOSCI
2440
Security National Bank of Sioux City Iowa
Iowa
$730K -$23.5K -34 -3%
JWM
2441
Jupiter Wealth Management
Colorado
$729K – – –
SWIM
2442
Smallwood Wealth Investment Management
New Jersey
$729K – – –
PWP
2443
Private Wealth Partners
California
$728K – – –
MSWM
2444
Mowery & Schoenfeld Wealth Management
Illinois
$726K -$10.4K -15 -1%
AMPWP
2445
Alvarez & Marsal Private Wealth Partners
Florida
$726K +$710K +1,025 New
PCS
2446
Personal CFO Solutions
New Jersey
$726K +$117K +169 +20%
LPAM
2447
Lodestar Private Asset Management
California
$725K +$10.4K +15 +1%
GAA
2448
Global Assets Advisory
Florida
$722K +$6.93K +10 +1%
WWMP
2449
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$721K -$238K -343 -25%
CW
2450
Channel Wealth
California
$721K -$128K -185 -15%
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