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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
1101
Investment House LLC
California
$6.17M -$8.79K -10 -0.2%
CFM
1102
Compass Financial Management
Florida
$6.16M +$5.93M +6,752 New
HH
1103
Hilltop Holdings
Texas
$6.15M +$368K +419 +8%
LS
1104
Leelyn Smith
Illinois
$6.14M +$259K +295 +5%
SWM
1105
SeaCrest Wealth Management
New York
$6.14M -$1.51M -1,718 -23%
CIAS
1106
Capital Investment Advisory Services
North Carolina
$6.13M +$242K +276 +5%
KTC
1107
Kentucky Trust Company
Kentucky
$6.11M -$79.1K -90 -2%
CWM
1108
Cordatus Wealth Management
Pennsylvania
$6.09M -$52.7K -60 -1%
AIS
1109
AM Investment Strategies
Tennessee
$6.09M -$19.3K -22 -0.4%
NFG
1110
Nations Financial Group
Iowa
$6.09M -$108K -123 -2%
SSW
1111
Stone Summit Wealth
Florida
$6.08M -$385K -438 -7%
FM
1112
Family Management
New York
$6.07M -$124K -141 -2%
AC
1113
Apella Capital
Connecticut
$6.04M +$54.5K +62 +1%
BFA
1114
Bragg Financial Advisors
North Carolina
$6.03M +$12.3K +14 +0.2%
FCBT
1115
First Citizens Bank & Trust
North Carolina
$6.03M +$450K +512 +10%
FPW
1116
Fairvoy Private Wealth
Alabama
$6.03M +$3.38M +3,845 +211%
SSA
1117
Sierra Summit Advisors
Nevada
$6.02M +$92.2K +105 +2%
FCA
1118
FLC Capital Advisors
California
$6M -$132K -150 -3%
AF
1119
Arrow Financial
New York
$6M -$251K -286 -5%
SCM
1120
Sitrin Capital Management
California
$5.98M +$4.93M +5,614 New
FNBTCON
1121
First National Bank & Trust Co of Newtown
Pennsylvania
$5.96M -$3.51K -4 -0.1%
OA
1122
Oxbow Advisors
Texas
$5.95M +$327K +372 +7%
RC
1123
Rexford Capital
Texas
$5.95M -$3.51K -4 -0.1%
DWM
1124
Drive Wealth Management
Utah
$5.94M +$179K +204 +4%
TWM
1125
Trueblood Wealth Management
Ohio
$5.92M -$31.6K -36 -0.6%
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