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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
776
Capital Asset Advisory Services
Michigan
$2.56M +$274K +1,231 +14%
PA
777
Profund Advisors
Maryland
$2.55M +$74.5K +334 +3%
FFN
778
Focus Financial Network
Minnesota
$2.54M +$23.4K +105 +1%
BCM
779
Beck Capital Management
Texas
$2.54M -$242K -1,085 -10%
GWMIA
780
Global Wealth Management Investment Advisory
Florida
$2.52M +$76K +341 +3%
TCM
781
Traynor Capital Management
Pennsylvania
$2.52M +$51.3K +230 +2%
IWM
782
IHT Wealth Management
Illinois
$2.52M +$374K +1,679 +20%
CL
783
Choreo LLC
Illinois
$2.52M -$299K -1,342 -12%
EH
784
Equitable Holdings
New York
$2.51M +$414K +1,855 +22%
SMC
785
Smith, Moore & Co
Missouri
$2.51M -$81.8K -367 -3%
TMAM
786
Tokio Marine Asset Management
Japan
$2.51M -$18.3K -82 -0.8%
WWP
787
WR Wealth Planners
Missouri
$2.5M +$540K +2,424 +31%
ATC
788
Adirondack Trust Company
New York
$2.48M -$92.1K -413 -4%
AA
789
Aire Advisors
California
$2.48M -$10K -45 -0.4%
NGA
790
Naples Global Advisors
Florida
$2.48M +$169K +758 +8%
HIC
791
Holderness Investments Company
North Carolina
$2.48M +$33.9K +152 +2%
OA
792
Oxbow Advisors
Texas
$2.47M +$301K +1,350 +16%
FHA
793
First Horizon Advisors
Tennessee
$2.47M -$258K -1,157 -10%
S
794
SignatureFD
Georgia
$2.46M -$264K -1,184 -11%
1SB
795
1ST Source Bank
Indiana
$2.44M +$4.68K +21 +0.2%
TFS
796
Thoroughbred Financial Services
Tennessee
$2.44M +$93.9K +421 +4%
EAM
797
Eagle Asset Management
Florida
$2.43M +$704K +3,156 +47%
MCM
798
Mill Capital Management
North Carolina
$2.43M – – –
SSWM
799
Smith Salley Wealth Management
North Carolina
$2.43M +$235K +1,055 +12%
CG
800
Caprock Group
Idaho
$2.42M +$135K +605 +7%
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