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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
951
Baldwin Investment Management
Pennsylvania
$596K +$13.2K +100 +2%
LF
952
Lantz Financial
Illinois
$595K -$16.8K -127 -3%
WC
953
Westhampton Capital
North Carolina
$594K +$576K +4,360 New
PA
954
Probity Advisors
Texas
$593K +$73.6K +557 +15%
SIA
955
Sit Investment Associates
Minnesota
$592K – – –
WP
956
WealthSource Partners
California
$591K +$232K +1,758 +68%
AWE
957
Avidian Wealth Enterprises
Texas
$590K +$572K +4,331 New
ISB
958
Iowa State Bank
Iowa
$588K -$3.3K -25 -0.6%
FIM
959
Frontier Investment Management
Texas
$585K -$18.6K -141 -3%
IIA
960
IPG Investment Advisors
California
$580K -$281K -2,125 -33%
TAM
961
Taurus Asset Management
New York
$578K – – –
CB
962
Cadence Bank
Mississippi
$576K – – –
MAM
963
Meeder Asset Management
Ohio
$574K +$90.3K +683 +19%
TPWA
964
TRUE Private Wealth Advisors
Oregon
$571K +$48.1K +364 +9%
RA
965
RFG Advisory
Alabama
$570K +$57.2K +433 +12%
SBWM
966
Sunflower Bank Wealth Management
Arizona
$565K – – –
TC
967
TownSquare Capital
Utah
$564K +$150K +1,138 +34%
FB
968
Fulton Bank
Pennsylvania
$562K +$36.9K +279 +7%
KWMG
969
King Wealth Management Group
Florida
$561K +$264 +2 +0%
SWA
970
Sutton Wealth Advisors
Florida
$561K -$925 -7 -0.2%
SC
971
SouthState Corp
Florida
$559K -$67.3K -509 -11%
AAM
972
Auxier Asset Management
Oregon
$556K – – –
RM
973
Resource Management
Louisiana
$555K -$179K -1,352 -25%
AWA
974
ARS Wealth Advisors
Florida
$552K +$66.1K +500 +14%
BHBT
975
Burke & Herbert Bank & Trust
Virginia
$551K +$12.3K +93 +2%
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