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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
801
Truvestments Capital
Florida
$3.01M -$120K -463 -4%
OFS
802
OneAscent Financial Services
Alabama
$3M +$2.43M +9,370 +1,218%
1SB
803
1ST Source Bank
Indiana
$2.99M -$77.8K -300 -3%
ATPW
804
Ashton Thomas Private Wealth
Arizona
$2.99M -$369K -1,422 -12%
AP
805
Americana Partners
Texas
$2.98M -$1.29M -4,987 -27%
ATC
806
Adirondack Trust Company
New York
$2.98M -$98.6K -380 -4%
SCM
807
Schnieders Capital Management
California
$2.96M -$389K -1,500 -13%
SAM
808
Scopus Asset Management
New York
$2.96M -$4.85M -18,700 -65%
BIM
809
Baldwin Investment Management
Pennsylvania
$2.95M +$2.59K +10 +0.1%
PE
810
Point72 Europe
United Kingdom
$2.95M +$2.58M +9,962 New
AWMT
811
AAFMAA Wealth Management & Trust
North Carolina
$2.93M +$158K +610 +7%
MOS
812
MGO One Seven
Ohio
$2.93M +$143K +552 +6%
PWM
813
Pinnacle Wealth Management
California
$2.93M +$2.57M +9,898 New
CA
814
Cumberland Advisors
Florida
$2.91M – – –
CG
815
Caprock Group
Idaho
$2.91M -$15K -58 -0.6%
H
816
HoyleCohen
California
$2.91M +$40.2K +155 +2%
FWM
817
Finer Wealth Management
Massachusetts
$2.89M +$11.9K +46 +0.5%
HI
818
Hudock Inc
Pennsylvania
$2.89M +$2.33K +9 +0.1%
LFS
819
Legacy Financial Strategies
Kansas
$2.89M +$7.26K +28 +0.3%
MCM
820
Mill Capital Management
North Carolina
$2.88M -$33.5K -129 -1%
MCWS
821
McKinley Carter Wealth Services
West Virginia
$2.85M +$39.7K +153 +2%
WSC
822
Wellington Shields & Co
New York
$2.84M +$2.08K +8 +0.1%
CWAF
823
Core Wealth Advisors (Florida)
Florida
$2.82M -$27.2K -105 -1%
ATC
824
Argent Trust Co
Tennessee
$2.81M +$94.4K +364 +4%
FNBTCON
825
First National Bank & Trust Co of Newtown
Pennsylvania
$2.81M -$39.9K -154 -2%
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