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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CL
1026
CPWM LLC
Washington
$968K +$1.26K +6 +0.1%
CFGS
1027
Concourse Financial Group Securities
Alabama
$968K +$12.6K +60 +1%
IFG
1028
Independent Financial Group
California
$964K -$10.3K -49 -0.9%
RA
1029
Rational Advisors
New York
$961K -$209K -994 -16%
GPA
1030
Garrison Point Advisors
California
$960K – – –
WFM
1031
Wolff Financial Management
Michigan
$959K -$10.5K -50 -0.9%
WEG
1032
World Equity Group
Illinois
$958K -$130K -619 -10%
CIA
1033
Cladis Investment Advisory
Montana
$953K -$31.6K -150 -3%
BAM
1034
Byrne Asset Management
New Jersey
$951K -$2.53K -12 -0.2%
CAM
1035
Cozad Asset Management
Illinois
$950K +$422K +2,003 +61%
HCM
1036
Howland Capital Management
Massachusetts
$948K -$8.43K -40 -0.7%
SCM
1037
SOL Capital Management
Maryland
$945K -$1.26K -6 -0.1%
PA
1038
PSI Advisors
Florida
$945K +$50.6K +240 +5%
IFWM
1039
Institute for Wealth Management
Colorado
$944K – – –
WR
1040
WD Rutherford
Oregon
$941K +$46.4K +220 +4%
HPC
1041
HM Payson & Co
Maine
$939K -$9.9K -47 -0.9%
SCM
1042
Schnieders Capital Management
California
$931K -$98.4K -467 -8%
MS
1043
Maven Securities
Jersey
$931K +$539K +2,557 +96%
DAS
1044
Dynamic Advisor Solutions
Arizona
$929K -$10.5K -50 -1%
CBT
1045
CoreFirst Bank & Trust
Kansas
$928K +$66.4K +315 +6%
AWA
1046
Arkadios Wealth Advisors
Georgia
$928K +$86K +408 +9%
UBV
1047
United Bank (Virginia)
Virginia
$925K – – –
QCIG
1048
Quad-Cities Investment Group
Iowa
$925K +$129K +611 +13%
GJIC
1049
Gamble Jones Investment Counsel
California
$924K -$580K -2,750 -35%
GA
1050
GoalVest Advisory
New York
$921K -$22.1K -105 -2%
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