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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IGGA
1101
Iron Gate Global Advisors
Utah
$921K -$7.65M -38,000 -90%
OWIM
1102
Old West Investment Management
California
$921K – – –
HI
1103
Hoey Investments
Pennsylvania
$919K -$140K -696 -14%
NFG
1104
Norris Financial Group
South Carolina
$918K -$1.81K -9 -0.2%
OPS
1105
Orion Portfolio Solutions
Nebraska
$918K +$35K +174 +4%
GAM
1106
Grandview Asset Management
Pennsylvania
$916K +$893K +4,433 New
AIS
1107
AM Investment Strategies
Tennessee
$911K -$38.7K -192 -4%
NA
1108
Navellier & Associates
Nevada
$910K -$60.4K -300 -6%
EWM
1109
Empirical Wealth Management
Washington
$901K -$6.04K -30 -0.7%
ATPW
1110
Ashton Thomas Private Wealth
Arizona
$901K +$137K +679 +18%
BHBT
1111
Burke & Herbert Bank & Trust
Virginia
$899K – – –
VIA
1112
Vident Investment Advisory
Georgia
$896K -$488K -2,423 -36%
WC
1113
Westhampton Capital
North Carolina
$894K +$92.6K +460 +12%
HWIS
1114
Hancock Whitney Investment Services
Louisiana
$894K +$869K +4,316 New
FWP
1115
FAS Wealth Partners
Kansas
$893K +$395K +1,962 +83%
TAIM
1116
TD Ameritrade Investment Management
Nebraska
$891K -$265K -1,315 -23%
HW
1117
Hancock Whitney
Mississippi
$890K +$106K +524 +14%
RCI
1118
RS Crum Inc
California
$890K +$867K +4,305 New
SIA
1119
Sit Investment Associates
Minnesota
$889K – – –
SC
1120
Saybrook Capital
North Carolina
$889K +$20.1K +100 +2%
CIA
1121
Cladis Investment Advisory
Montana
$885K +$862K +4,283 New
TC
1122
Trust Company
Kansas
$885K – – –
CIAS
1123
Capital Investment Advisory Services
North Carolina
$884K +$29.8K +148 +4%
SC
1124
Solstein Capital
California
$883K +$39.3K +195 +5%
MFG
1125
Menard Financial Group
Texas
$882K -$121K -602 -12%
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