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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lindbrook Capital
California
$1.64M -$32.2K -124 -2%
PWSG
1052
Pacific Wealth Strategies Group
California
$1.64M -$99.1K -382 -6%
PCG
1053
Prosperity Consulting Group
Maryland
$1.63M +$55.8K +215 +4%
CWM
1054
Connecticut Wealth Management
Connecticut
$1.63M +$1.05M +4,062 +282%
ITIM
1055
Indiana Trust & Investment Management
Indiana
$1.63M +$58.1K +224 +4%
TNA
1056
True North Advisors
Texas
$1.63M +$259 +1 +0%
CRC
1057
Curi RMB Capital
Illinois
$1.62M +$5.19K +20 +0.4%
SC
1058
Syon Capital
California
$1.62M +$397K +1,529 +39%
AWE
1059
Avidian Wealth Enterprises
Texas
$1.62M -$142K -547 -9%
CAMG
1060
CWA Asset Management Group
Florida
$1.61M +$299K +1,154 +27%
SIA
1061
Schechter Investment Advisors
Michigan
$1.61M +$34.2K +132 +2%
AW
1062
Alaethes Wealth
Nevada
$1.61M +$22.3K +86 +2%
CI
1063
Cigna Investments
Connecticut
$1.61M -$18.2K -70 -1%
HPC
1064
HM Payson & Co
Maine
$1.59M -$2.33K -9 -0.2%
SAM
1065
Sequent Asset Management
Texas
$1.59M – – –
PCM
1066
Princeton Capital Management
New Jersey
$1.59M -$73.9K -285 -5%
CFGS
1067
Concourse Financial Group Securities
Alabama
$1.59M +$89.8K +346 +7%
PA
1068
Probity Advisors
Texas
$1.58M -$267K -1,029 -16%
WANY
1069
Wealthspire Advisors (New York)
New York
$1.58M +$114K +438 +9%
FFA
1070
Farther Finance Advisors
California
$1.58M +$640K +2,467 +86%
CA
1071
Clearstead Advisors
Ohio
$1.57M -$47.2K -182 -3%
AWM
1072
Accurate Wealth Management
Florida
$1.57M +$52.9K +204 +4%
GFS
1073
GYL Financial Synergies
Connecticut
$1.57M +$44.9K +173 +3%
CC
1074
Courier Capital
New York
$1.57M +$690K +2,660 +101%
AWAG
1075
ARS Wealth Advisors Group
Florida
$1.56M -$413K -1,591 -23%
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