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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
IGGA
1101
Iron Gate Global Advisors
Utah
$912K
CB
1102
Cadence Bank
Mississippi
$909K
LF
1103
Lantz Financial
Illinois
$909K +$11.5K +50 +1%
KA
1104
Kercheville Advisors
Texas
$908K +$178K +770 +23%
FCIM
1105
Fairview Capital Investment Management
California
$906K
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$906K +$506K +2,191 +111%
RWP
1107
RWA Wealth Partners
Massachusetts
$905K +$159K +690 +20%
SWA
1108
Sutton Wealth Advisors
Florida
$903K
ClearBridge Investments
1109
ClearBridge Investments
New York
$901K
BHIA
1110
Birch Hill Investment Advisors
Massachusetts
$900K -$5.77K -25 -0.6%
CC
1111
Chicago Capital
Illinois
$900K
PA
1112
PFG Advisors
Arizona
$899K +$42.3K +183 +5%
SAA
1113
Southeast Asset Advisors
Georgia
$895K +$117K +506 +14%
DHFB
1114
Dixon Hubard Feinour & Brown
Virginia
$893K +$1.85K +8 +0.2%
CIM
1115
CIM Investment Management
Pennsylvania
$892K -$16.4K -71 -2%
NL
1116
NWAM LLC
Washington
$892K +$17.8K +77 +2%
BIM
1117
Bridges Investment Management
Nebraska
$890K -$2.31K -10 -0.2%
CCM
1118
Campbell Capital Management
Florida
$888K +$942K +4,080 New
CNFG
1119
Creegan & Nassoura Financial Group
New Hampshire
$887K -$23.1K -100 -2%
CST
1120
Charles Schwab Trust
Nevada
$887K +$23.3K +101 +3%
BTWM
1121
Baker Tilly Wealth Management
Wisconsin
$884K +$97.5K +422 +12%
HW
1122
Hancock Whitney
Mississippi
$877K +$96.3K +417 +12%
FI
1123
Fosun International
China
$875K +$334K +1,445 +55%
MOS
1124
MGO One Seven
Ohio
$871K -$26.8K -116 -3%
SC
1125
Saybrook Capital
North Carolina
$871K