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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
976
180 Wealth Advisors
Washington
$604K +$272K +1,949 +89%
IC
977
IEQ Capital
California
$604K +$571K +4,092 New
WCM
978
Whitener Capital Management
North Carolina
$602K +$135K +970 +31%
PAMG
979
Patton Albertson Miller Group
Tennessee
$600K +$39.2K +281 +7%
MCM
980
MV Capital Management
Maryland
$595K +$36.3K +260 +7%
RB
981
Rodgers Brothers
Pennsylvania
$594K -$1.14M -8,176 -67%
CB
982
Cadence Bank
Mississippi
$594K – – –
KWMG
983
King Wealth Management Group
Florida
$592K -$14.9K -107 -3%
SC
984
Saybrook Capital
North Carolina
$591K – – –
CAG
985
Crestwood Advisors Group
Massachusetts
$591K +$75.5K +541 +16%
TCM
986
Telos Capital Management
California
$587K +$555K +3,975 New
ANRIA
987
American National Registered Investment Advisor
Texas
$584K – – –
CST
988
Charles Schwab Trust
Nevada
$583K +$92.4K +662 +20%
CCB
989
Cutter & Co Brokerage
Missouri
$581K -$359K -2,574 -40%
CC
990
Courier Capital
New York
$581K +$7.26K +52 +1%
RG
991
Rikoon Group
New Mexico
$580K +$419 +3 +0.1%
TPCW
992
TD Private Client Wealth
New York
$580K +$548K +3,926 New
MOS
993
MGO One Seven
Ohio
$579K -$56.7K -406 -9%
WIS
994
Wright Investors Service
Connecticut
$579K -$6.28K -45 -1%
SFG
995
Summit Financial Group
West Virginia
$574K – – –
BA
996
Ballast Advisors
Minnesota
$572K +$541K +3,875 New
AAM
997
Auxier Asset Management
Oregon
$571K -$10.5K -75 -2%
WP
998
WMS Partners
Maryland
$567K -$3.49K -25 -0.6%
SC
999
SouthState Corp
Florida
$566K -$24.4K -175 -4%
IA
1000
IFP Advisors
Florida
$565K -$621K -4,450 -54%
38 39
40
41 42