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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
876
Plancorp LLC
Missouri
$798K +$149 +1 +0%
CAG
877
Csenge Advisory Group
Florida
$793K -$111K -746 -11%
MMG
878
Monetary Management Group
Missouri
$790K +$59.8K +400 +7%
SC
879
SouthState Corp
Florida
$789K – – –
FFSOTS
880
Fiduciary Financial Services of The Southwest
Texas
$788K -$53.3K -357 -6%
CPIA
881
Cornell Pochily Investment Advisors
New York
$786K +$1.79K +12 +0.2%
FMLI
882
Fukoku Mutual Life Insurance
Japan
$773K +$448K +3,000 +111%
TCOT
883
Trust Company of Toledo
Ohio
$768K -$19.3K -129 -2%
FCIM
884
Fairview Capital Investment Management
California
$765K – – –
NQWM
885
Northwest Quadrant Wealth Management
Oregon
$761K +$28.8K +193 +4%
FDS
886
Freedom Day Solutions
Texas
$757K -$16.6K -111 -2%
NL
887
NVWM LLC
Pennsylvania
$755K +$4.48K +30 +0.5%
TYCC
888
Texas Yale Capital Corp
Florida
$754K -$205K -1,375 -20%
HVIA
889
Hudson Valley Investment Advisors
New York
$744K -$10.5K -70 -1%
HR
890
Howe & Rusling
New York
$743K +$548K +3,668 +203%
CCA
891
Checchi Capital Advisers
California
$739K +$14.8K +99 +2%
BA
892
BKS Advisors
Michigan
$735K +$50.4K +337 +7%
SCM
893
SOL Capital Management
Maryland
$724K -$299 -2 -0%
BMC
894
Beaton Management Company
Massachusetts
$723K -$5.08K -34 -0.6%
TC
895
Trust Company
Kansas
$720K – – –
FFBTD
896
First Financial Bank - Trust Division
Ohio
$719K -$897 -6 -0.1%
ACM
897
AlphaStar Capital Management
North Carolina
$716K +$125K +836 +19%
OSNBOA
898
Old Second National Bank of Aurora
Illinois
$714K -$449K -3,003 -36%
NFG
899
Next Financial Group
Texas
$713K -$327K -2,187 -29%
MAM
900
Mastrapasqua Asset Management
Tennessee
$713K -$13.4K -90 -2%
34 35
36
37 38