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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
1026
Fort Point Capital Partners
California
$2.44M -$12K -36 -0.6%
LHC
1027
Little House Capital
Massachusetts
$2.43M -$486K -1,459 -19%
MWM
1028
Massachusetts Wealth Management
Massachusetts
$2.43M +$38.3K +115 +2%
RWA
1029
River Wealth Advisors
Pennsylvania
$2.42M +$48.3K +145 +2%
RMC
1030
Resources Management Corp
Connecticut
$2.42M – – –
PI
1031
PFG Investments
New York
$2.42M +$35.7K +107 +2%
MMHP
1032
Murphy Middleton Hinkle & Parker
Georgia
$2.42M – – –
BTD
1033
BankPlus Trust Department
Mississippi
$2.41M +$442K +1,325 +27%
SA
1034
Strategic Advisors
New York
$2.4M +$55K +165 +3%
BG
1035
Bahl & Gaynor
Ohio
$2.39M +$130K +389 +7%
TSW
1036
Thompson Siegel & Walmsley
Virginia
$2.39M +$51.7K +155 +3%
TSWM
1037
Triangle Securities Wealth Management
North Carolina
$2.39M -$239K -718 -10%
FCA
1038
FLC Capital Advisors
California
$2.38M -$3.33K -10 -0.2%
CWS
1039
Confluence Wealth Services
Pennsylvania
$2.38M -$39.3K -118 -2%
VPF
1040
Vantage Point Financial
Illinois
$2.37M -$17K -51 -0.8%
MA
1041
MONECO Advisors
Connecticut
$2.37M +$13.3K +40 +0.7%
BAM
1042
BOS Asset Management
Illinois
$2.37M +$1.19M +3,562 +140%
RAM
1043
Redmond Asset Management
Virginia
$2.37M -$188K -565 -8%
OAM
1044
Oak Asset Management
California
$2.37M -$8.33K -25 -0.4%
WAAG
1045
Wealth Alliance Advisory Group
Kansas
$2.36M +$347K +1,042 +21%
VIA
1046
Victrix Investment Advisors
Florida
$2.36M +$93.7K +281 +5%
PTC
1047
Private Trust Company
Ohio
$2.35M -$568K -1,703 -22%
KTC
1048
Kentucky Trust Company
Kentucky
$2.35M +$31.7K +95 +2%
OPCM
1049
Osborne Partners Capital Management
California
$2.34M -$17.7K -53 -0.9%
BFO
1050
Biltmore Family Office
North Carolina
$2.34M – – –
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