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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
651
Independent Financial Group
California
$5.94M +$158K +473 +3%
WAP
652
Wealthcare Advisory Partners
Pennsylvania
$5.94M +$238K +713 +5%
TW
653
Trajan Wealth
Arizona
$5.92M +$11K +33 +0.2%
MCM
654
Monument Capital Management
Virginia
$5.9M +$42.7K +128 +0.8%
ELC
655
Edgar Lomax Company
Virginia
$5.89M -$73.3K -220 -1%
PKC
656
Palmer Knight Company
Florida
$5.88M +$5.05M +15,158 New
TMAM
657
Tokio Marine Asset Management
Japan
$5.88M +$210K +630 +4%
GWM
658
Geneos Wealth Management
Colorado
$5.86M -$196K -588 -4%
TWA
659
TCI Wealth Advisors
Arizona
$5.84M -$16.3K -49 -0.3%
NMIMC
660
Northwestern Mutual Investment Management Company
Wisconsin
$5.82M -$65.7K -197 -1%
KFBMI
661
Kentucky Farm Bureau Mutual Insurance
Kentucky
$5.82M – – –
RC
662
RBF Capital
California
$5.82M – – –
DI
663
DKRT Investments
$5.82M +$5M +15,000 New
RF
664
Robbins Farley
New Hampshire
$5.8M +$88.7K +266 +2%
RSWM
665
Robertson Stephens Wealth Management
California
$5.79M -$381K -1,143 -7%
LIM
666
Leavell Investment Management
Alabama
$5.78M +$63K +189 +1%
FWP
667
FAS Wealth Partners
Kansas
$5.78M +$226K +677 +5%
AWS
668
Atria Wealth Solutions
New York
$5.74M -$4.07M -12,216 -45%
RIM
669
Reliant Investment Management
Tennessee
$5.7M +$287K +860 +6%
FBFS
670
First Business Financial Services
Wisconsin
$5.69M – – –
HCM
671
Hodges Capital Management
Texas
$5.68M +$610K +1,831 +14%
ET
672
Equitable Trust
Tennessee
$5.66M -$89K -267 -2%
EAM
673
Eukles Asset Management
Ohio
$5.64M -$5.67K -17 -0.1%
DRS
674
Deane Retirement Strategies
Louisiana
$5.63M +$4.83M +14,498 New
MIM
675
Montgomery Investment Management
Maryland
$5.58M – – –
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