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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WFS
1101
Widmann Financial Services
Maryland
$806K +$12.9K +61 +1%
AIS
1102
AM Investment Strategies
Tennessee
$802K – – –
BP
1103
Ballentine Partners
Massachusetts
$800K -$31.4K -149 -3%
CIA
1104
Choate Investment Advisors
Massachusetts
$800K – – –
JWA
1105
JFS Wealth Advisors
Pennsylvania
$800K +$21.7K +103 +2%
SAMT
1106
Select Asset Management & Trust
Pennsylvania
$799K – – –
VCM
1107
Vigilant Capital Management
Maine
$798K -$2.11K -10 -0.2%
LA
1108
LexAurum Advisors
Kansas
$792K +$2.11K +10 +0.2%
FCA
1109
FinTrust Capital Advisors
South Carolina
$791K +$47.4K +225 +5%
CCG
1110
Cypress Capital Group
Florida
$790K +$35K +166 +4%
BFO
1111
Biltmore Family Office
North Carolina
$789K -$52.7K -250 -5%
HFA
1112
High Falls Advisors
New York
$788K -$231K -1,096 -20%
HCA
1113
Heck Capital Advisors
Wisconsin
$786K -$62.6K -297 -6%
RWP
1114
RWA Wealth Partners
Massachusetts
$784K +$421 +2 +0%
HNWAG
1115
High Net Worth Advisory Group
Florida
$782K -$51.6K -245 -5%
BHBT
1116
Burke & Herbert Bank & Trust
Virginia
$777K – – –
BAM
1117
Belpointe Asset Management
Nevada
$775K -$963K -4,569 -51%
WDC
1118
Woodward Diversified Capital
California
$771K -$5.06K -24 -0.6%
RCI
1119
RS Crum Inc
California
$770K – – –
SIA
1120
Sit Investment Associates
Minnesota
$769K – – –
PWAG
1121
Polaris Wealth Advisory Group
California
$766K +$534K +2,534 +145%
SC
1122
Solstein Capital
California
$763K – – –
BA
1123
Birinyi Associates
Connecticut
$760K – – –
SWA
1124
Sutton Wealth Advisors
Florida
$757K -$1.26K -6 -0.1%
CPC
1125
Cookson Peirce & Co
Pennsylvania
$754K +$889K +4,220 New
43 44
45
46 47