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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWT
926
Dorsey & Whitney Trust
South Dakota
$2.97M +$189K +547 +8%
EB
927
Exchange Bank
California
$2.96M – – –
DSN
928
D. Scott Neal
Kentucky
$2.95M – – –
ATPW
929
Ashton Thomas Private Wealth
Arizona
$2.95M -$25.2K -73 -1%
DT
930
Diversified Trust
Tennessee
$2.93M +$366K +1,059 +16%
CAM
931
Cozad Asset Management
Illinois
$2.9M +$105K +304 +4%
CWAG
932
Compton Wealth Advisory Group
Virginia
$2.89M +$20K +58 +0.8%
CIP
933
Convergence Investment Partners
Florida
$2.89M -$459K -1,330 -15%
UB
934
Umpqua Bank
Oregon
$2.86M -$72.9K -211 -3%
AWMT
935
AAFMAA Wealth Management & Trust
North Carolina
$2.86M +$40.1K +116 +2%
CA
936
CGN Advisors
Kansas
$2.86M +$119K +344 +5%
LHC
937
Little House Capital
Massachusetts
$2.86M +$42.5K +123 +2%
FCA
938
FLC Capital Advisors
California
$2.85M -$254K -735 -9%
OCM
939
Orleans Capital Management
Louisiana
$2.85M -$31.1K -90 -1%
SLI
940
Sumitomo Life Insurance
Japan
$2.84M +$59.1K +171 +2%
SBIA
941
Sheaff Brock Investment Advisors
Indiana
$2.83M +$11.7K +34 +0.5%
IP
942
Ignite Planners
California
$2.82M -$271K -785 -10%
CD
943
Chapin Davis
Maryland
$2.8M -$429K -1,243 -15%
FSA
944
Franklin Street Advisors
North Carolina
$2.8M -$19K -55 -0.8%
LB
945
Legacy Bridge
Iowa
$2.8M +$4.14K +12 +0.2%
HWMO
946
Heritage Wealth Management (Ohio)
Ohio
$2.79M -$31.1K -90 -1%
SCP
947
Stamos Capital Partners
California
$2.79M -$767K -2,220 -24%
OC
948
Oarsman Capital
Wisconsin
$2.79M +$101K +293 +4%
IAS
949
Insigneo Advisory Services
Florida
$2.78M -$196K -567 -7%
CSI
950
Cross Staff Investments
New York
$2.78M – – –
36 37
38
39 40