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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCB
1051
Cutter & Co Brokerage
Missouri
$771K -$28.3K -167 -4%
KA
1052
Kovack Advisors
Florida
$769K +$175K +1,032 +32%
XF
1053
XML Financial
Maryland
$764K +$230K +1,355 +48%
IGGA
1054
Iron Gate Global Advisors
Utah
$763K +$170 +1 +0%
QI
1055
Qtron Investments
Massachusetts
$755K +$212K +1,252 +43%
VWA
1056
Visionary Wealth Advisors
Illinois
$754K -$172K -1,014 -20%
SWA
1057
Sutton Wealth Advisors
Florida
$754K +$2.21K +13 +0.3%
CC
1058
Chicago Capital
Illinois
$753K -$1.7K -10 -0.2%
OWIM
1059
Old West Investment Management
California
$753K – – –
CRC
1060
Curi RMB Capital
Illinois
$752K +$2.88K +17 +0.4%
CST
1061
Charles Schwab Trust
Nevada
$748K +$136K +800 +24%
JAG
1062
Journey Advisory Group
Kentucky
$748K +$697K +4,112 New
KLCM
1063
KG&L Capital Management
Louisiana
$747K -$1.8M -10,628 -72%
BIM
1064
Bridges Investment Management
Nebraska
$746K -$199K -1,176 -22%
EGA
1065
E&G Advisors
Texas
$746K – – –
HVIA
1066
Hudson Valley Investment Advisors
New York
$740K -$11K -65 -2%
ACG
1067
Allen Capital Group
Nebraska
$738K +$116K +682 +20%
AC
1068
Arjuna Capital
North Carolina
$733K +$25.3K +149 +4%
AWA
1069
Arkadios Wealth Advisors
Georgia
$732K +$91.6K +540 +16%
WDC
1070
Woodward Diversified Capital
California
$731K +$681K +4,016 New
CCIA
1071
Campbell & Co Investment Adviser
Maryland
$730K +$390K +2,300 +134%
SC
1072
Saybrook Capital
North Carolina
$728K – – –
FLPIM
1073
F.L. Putnam Investment Management
Massachusetts
$727K +$170K +1,000 +33%
MAM
1074
Meeder Asset Management
Ohio
$726K -$724K -4,270 -52%
NL
1075
NWAM LLC
Washington
$724K +$675K +3,979 New
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