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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
926
DFPG Investments
Utah
$1.53M +$294K +1,404 +27%
BA
927
BCM Advisors
Louisiana
$1.52M – – –
AAM
928
AR Asset Management
California
$1.51M – – –
SCA
929
STALEY CAPITAL ADVISERS
Pennsylvania
$1.51M – – –
HKAM
930
Horizon Kinetics Asset Management
New York
$1.51M +$36.7K +175 +3%
CWS
931
Confluence Wealth Services
Pennsylvania
$1.51M -$12.4K -59 -0.9%
HCM
932
Hilton Capital Management
New York
$1.51M – – –
DLA
933
Douglas Lane & Associates
New York
$1.5M +$210 +1 +0%
ANTB
934
AMG National Trust Bank
Colorado
$1.5M – – –
SMC
935
Smith, Moore & Co
Missouri
$1.5M -$839 -4 -0.1%
CT
936
Clearstead Trust
Maine
$1.49M – – –
SCA
937
Southern Capital Advisors
Tennessee
$1.49M -$8.18K -39 -0.6%
TC
938
Titleist Capital
Texas
$1.49M +$681K +3,246 +95%
LB
939
Legacy Bridge
Iowa
$1.48M – – –
HTC
940
Haverford Trust Company
Pennsylvania
$1.48M +$187K +893 +15%
WBCM
941
Wilson & Boucher Capital Management
California
$1.48M +$52.4K +250 +4%
SSW
942
Stone Summit Wealth
Florida
$1.47M +$427K +2,034 +44%
GVAG
943
Great Valley Advisor Group
Delaware
$1.46M +$22.9K +109 +2%
NL
944
NVWM LLC
Pennsylvania
$1.46M +$1.25M +5,959 +993%
RDIA
945
RE Dickinson Investment Advisors
Iowa
$1.46M – – –
TWI
946
Thomas White International
Illinois
$1.46M – – –
FSA
947
Franklin Street Advisors
North Carolina
$1.45M +$4.61K +22 +0.3%
WG
948
Winton Group
United Kingdom
$1.45M -$840K -4,007 -38%
SW
949
SVB Wealth
Massachusetts
$1.45M +$63.1K +301 +5%
AIA
950
Affinity Investment Advisors
California
$1.44M +$1.36M +6,482 New
36 37
38
39 40