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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
1051
Gleason Group
Kentucky
$503K +$475K +3,407 New
PRC
1052
Pearl River Capital
Michigan
$500K +$196K +1,408 +71%
DBIA
1053
Dumont & Blake Investment Advisors
New Jersey
$499K +$4.19K +30 +0.9%
MFG
1054
Menard Financial Group
Texas
$499K +$471K +3,377 New
SVWAG
1055
Sound View Wealth Advisors Group
Georgia
$498K -$46.3K -332 -9%
LB
1056
Landmark Bank
Missouri
$496K – – –
FM
1057
Foster & Motley
Ohio
$495K -$2.65K -19 -0.6%
LWAC
1058
Laurel Wealth Advisors (California)
California
$494K -$96.8K -694 -17%
WI
1059
Wintrust Investments
Illinois
$493K – – –
IIA
1060
IPG Investment Advisors
California
$492K -$130K -930 -22%
TC
1061
TownSquare Capital
Utah
$491K -$55.3K -396 -11%
SWM
1062
SVA Wealth Management
Wisconsin
$487K – – –
AA
1063
AF Advisors
California
$487K +$461K +3,300 New
KFA
1064
Kelleher Financial Advisors
New York
$486K -$31.8K -228 -6%
DAS
1065
Dynamic Advisor Solutions
Arizona
$485K -$24.7K -177 -5%
TFA
1066
Toth Financial Advisory
Virginia
$485K -$23.7K -170 -5%
OFS
1067
OneAscent Financial Services
Alabama
$485K +$458K +3,282 New
FMB
1068
Field & Main Bank
Kentucky
$484K +$14.7K +105 +3%
CBT
1069
Capital Bank & Trust
California
$480K -$15.5K -111 -3%
PFA
1070
Pathway Financial Advisors
Vermont
$476K – – –
CI
1071
Capital Innovations
Wisconsin
$473K -$36.8K -264 -8%
FMLI
1072
Fukoku Mutual Life Insurance
Japan
$470K -$505K -3,620 -53%
ECM
1073
Evergreen Capital Management
Washington
$469K -$1.81K -13 -0.4%
APG
1074
Abacus Planning Group
South Carolina
$469K -$837 -6 -0.2%
CAAS
1075
Capital Asset Advisory Services
Michigan
$469K +$477K +3,420 New
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43
44 45