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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
951
Aurora Private Wealth
New Jersey
$1.34M +$16.4K +71 +1%
HI
952
HBK Investments
Texas
$1.34M +$316K +1,370 +29%
IHL
953
Investment House LLC
California
$1.33M – – –
ANTB
954
AMG National Trust Bank
Colorado
$1.33M -$462K -2,000 -25%
FTC
955
Farmers Trust Company
Ohio
$1.33M -$11.5K -50 -0.8%
MWM
956
Mattern Wealth Management
Kansas
$1.31M -$34.6K -150 -2%
SFA
957
Sequoia Financial Advisors
Ohio
$1.31M +$24K +104 +2%
SB
958
Sunflower Bank
Texas
$1.31M -$18.5K -80 -1%
FBC
959
Fairfield, Bush & Co
Connecticut
$1.31M – – –
PWM
960
Palumbo Wealth Management
New York
$1.3M +$46.9K +203 +4%
NWA
961
New World Advisors
Massachusetts
$1.3M +$1.38M +5,956 New
WSCM
962
Wellington Shields Capital Management
New York
$1.29M – – –
IA
963
IFP Advisors
Florida
$1.29M +$303K +1,311 +28%
CWP
964
CFM Wealth Partners
Texas
$1.29M +$43.2K +187 +3%
OIA
965
OneDigital Investment Advisors
Kansas
$1.28M +$145K +627 +12%
BMC
966
Beaton Management Company
Massachusetts
$1.28M – – –
DPIM
967
Duff & Phelps Investment Management
Illinois
$1.28M -$120K -520 -8%
CWP
968
Capital Wealth Planning
Florida
$1.27M -$293K -1,269 -18%
CGL
969
Clarius Group LLC
Washington
$1.26M +$15.7K +68 +1%
AII
970
AGF Investments Inc
Ontario, Canada
$1.26M -$442K -1,914 -25%
KMWM
971
Keudell/Morrison Wealth Management
Oregon
$1.25M +$2.31K +10 +0.2%
OPS
972
Orion Portfolio Solutions
Nebraska
$1.25M +$537K +2,327 +68%
KLCM
973
KG&L Capital Management
Louisiana
$1.25M +$1.08M +4,656 +424%
SMC
974
Smith, Moore & Co
Missouri
$1.25M -$38.6K -167 -3%
WW
975
Westshore Wealth
California
$1.25M +$1.85K +8 +0.1%
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