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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1101
CNB Bank
Pennsylvania
$1.77M +$744K +2,147 +68%
CIA
1102
Cladis Investment Advisory
Montana
$1.77M – – –
LC
1103
Lindbrook Capital
California
$1.77M -$146K -422 -7%
GWSG
1104
GPS Wealth Strategies Group
Colorado
$1.77M +$65.9K +190 +4%
CRC
1105
Curi RMB Capital
Illinois
$1.77M -$64.1K -185 -3%
GIM
1106
Guardian Investment Management
California
$1.76M – – –
LTAS
1107
Linden Thomas Advisory Services
North Carolina
$1.76M +$211K +608 +13%
AWAG
1108
ARS Wealth Advisors Group
Florida
$1.76M +$347 +1 +0%
WG
1109
Wealth Group
North Carolina
$1.75M -$15.6K -45 -0.9%
CCM
1110
Chilton Capital Management
Texas
$1.75M -$47.2K -136 -3%
CPC
1111
Cookson Peirce & Co
Pennsylvania
$1.74M -$13.5K -39 -0.7%
LRPA
1112
L. Roy Papp & Associates
Arizona
$1.74M -$69.3K -200 -4%
WOC
1113
West Oak Capital
California
$1.74M -$20.8K -60 -1%
EWA
1114
Exencial Wealth Advisors
Oklahoma
$1.74M +$6.93K +20 +0.4%
NFA
1115
Northern Financial Advisors
Michigan
$1.73M +$27.4K +79 +2%
PI
1116
PFG Investments
New York
$1.73M +$79.4K +229 +5%
GPA
1117
Garrison Point Advisors
California
$1.73M +$15.6K +45 +0.9%
CFG
1118
Cooper Financial Group
California
$1.72M +$157K +453 +10%
FTIS
1119
First Trust Investment Solutions
Florida
$1.72M +$1.11M +3,190 +163%
TPI
1120
Trust Point Inc
Wisconsin
$1.71M -$35.7K -103 -2%
AWM
1121
Allen Wealth Management
North Carolina
$1.69M -$35.7K -103 -2%
CFGS
1122
Concourse Financial Group Securities
Alabama
$1.69M -$102K -295 -5%
CI
1123
Cigna Investments
Connecticut
$1.69M -$115K -333 -6%
CC
1124
Courier Capital
New York
$1.68M -$75.9K -219 -4%
JSL
1125
JT Stratford LLC
Georgia
$1.68M -$216K -622 -11%
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