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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
1001
River Wealth Advisors
Pennsylvania
$1.65M -$10.9K -40 -0.7%
CCG
1002
Cypress Capital Group
Florida
$1.65M +$294K +1,083 +22%
PWG
1003
Portside Wealth Group
Utah
$1.65M +$2.17K +8 +0.1%
BFA
1004
Benedict Financial Advisors
Georgia
$1.65M +$5.43K +20 +0.3%
BA
1005
BCM Advisors
Louisiana
$1.64M – – –
AWE
1006
Avidian Wealth Enterprises
Texas
$1.64M -$33.4K -123 -2%
AIA
1007
Affinity Investment Advisors
California
$1.64M -$60.8K -224 -4%
JIP
1008
Jaffetilchin Investment Partners
Florida
$1.63M -$11.7K -43 -0.7%
GIM
1009
Guardian Investment Management
California
$1.63M – – –
KMWM
1010
Keudell/Morrison Wealth Management
Oregon
$1.63M – – –
SIG
1011
Stonegate Investment Group
Alabama
$1.63M +$1.36K +5 +0.1%
FNBSF
1012
First National Bank Sioux Falls
South Dakota
$1.63M – – –
WTB
1013
Washington Trust Bank
Washington
$1.63M -$6.78K -25 -0.4%
TFA
1014
Toth Financial Advisory
Virginia
$1.63M +$800K +2,949 +98%
CCA
1015
Checchi Capital Advisers
California
$1.63M -$12.5K -46 -0.8%
MWM
1016
Massachusetts Wealth Management
Massachusetts
$1.62M – – –
GLA
1017
Good Life Advisors
Pennsylvania
$1.62M +$336K +1,238 +26%
CAM
1018
Cozad Asset Management
Illinois
$1.62M -$21.4K -79 -1%
PWSG
1019
Pacific Wealth Strategies Group
California
$1.62M +$307K +1,133 +24%
HI
1020
Harbour Investments
Wisconsin
$1.61M +$183K +673 +13%
RMC
1021
Resources Management Corp
Connecticut
$1.61M -$109K -400 -6%
LA
1022
Lifeworks Advisors
Michigan
$1.61M -$3.53K -13 -0.2%
MWM
1023
Mattern Wealth Management
Kansas
$1.6M -$20.1K -74 -1%
WA
1024
WBH Advisory
Maryland
$1.59M -$83.8K -309 -5%
LGF
1025
LGT Group Foundation
Liechtenstein
$1.59M – – –
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