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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PVI
951
Pine Valley Investments
New Jersey
$2.72M +$761K +1,961 +35%
BB
952
Berkshire Bank
Massachusetts
$2.72M -$62.1K -160 -2%
SF
953
Symphony Financial
Texas
$2.72M +$30.6K +79 +1%
DWT
954
Dorsey & Whitney Trust
South Dakota
$2.7M -$52K -134 -2%
UB
955
Umpqua Bank
Oregon
$2.7M -$15.5K -40 -0.5%
CIA
956
Choate Investment Advisors
Massachusetts
$2.7M -$277K -714 -9%
VIPI
957
Vista Investment Partners II
Indiana
$2.7M +$2.88M +7,435 New
OC
958
Oarsman Capital
Wisconsin
$2.69M +$113K +291 +4%
BJL
959
Brighton Jones LLC
Washington
$2.69M +$977K +2,519 +52%
CWAG
960
Compton Wealth Advisory Group
Virginia
$2.66M -$24.8K -64 -0.9%
MMHP
961
Murphy Middleton Hinkle & Parker
Georgia
$2.66M -$177K -456 -6%
ITIM
962
Indiana Trust & Investment Management
Indiana
$2.65M +$281K +725 +11%
LHC
963
Little House Capital
Massachusetts
$2.65M -$2.71K -7 -0.1%
FFA
964
Fairfield Financial Advisors
Massachusetts
$2.64M +$528K +1,361 +23%
TWP
965
Tyche Wealth Partners
Texas
$2.63M +$98.5K +254 +4%
TIA
966
Trust Investment Advisors
Indiana
$2.62M +$205K +529 +8%
RFA
967
Rollins Financial Advisors
New York
$2.61M +$117K +301 +4%
LA
968
LBP AM
France
$2.61M -$10.2M -26,232 -78%
LSPW
969
Lake Street Private Wealth
Illinois
$2.6M +$106K +273 +4%
AWA
970
Arete Wealth Advisors
Illinois
$2.6M +$204K +525 +8%
LB
971
Legacy Bridge
Iowa
$2.59M – – –
MSA
972
MUFG Securities Americas
New York
$2.59M +$2.76M +7,128 New
MWM
973
Modera Wealth Management
New Jersey
$2.58M +$70.6K +182 +3%
GSC
974
G&S Capital
Colorado
$2.58M -$355K -915 -11%
SLI
975
Sumitomo Life Insurance
Japan
$2.58M -$57.8K -149 -2%
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