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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1126
SignalPoint Asset Management
Missouri
$638K +$12.2K +72 +2%
WC
1127
Wexford Capital
Florida
$637K -$3.9M -23,011 -87%
MF
1128
Montis Financial
Massachusetts
$636K +$597K +3,520 New
CFS
1129
CRA Financial Services
New Jersey
$634K +$20.4K +120 +4%
DAM
1130
Diamant Asset Management
Connecticut
$633K -$5.93K -35 -1%
KFA
1131
Krane Funds Advisors
New York
$632K +$143K +845 +32%
IFG
1132
Independent Financial Group
California
$632K +$335K +1,977 +132%
SFA
1133
Souders Financial Advisors
Ohio
$630K -$1.7K -10 -0.3%
RWM
1134
Ritholtz Wealth Management
New York
$630K +$43.2K +255 +8%
WC
1135
Westhampton Capital
North Carolina
$626K -$5.09K -30 -0.9%
DBIA
1136
Dumont & Blake Investment Advisors
New Jersey
$625K -$5.43K -32 -0.9%
HWA
1137
HHM Wealth Advisors
Tennessee
$621K +$18.7K +110 +3%
1WM
1138
1900 Wealth Management
Texas
$621K +$579K +3,413 New
TNB
1139
Thomasville National Bank
Georgia
$620K -$27.1K -160 -4%
CWM
1140
Concentric Wealth Management
California
$619K – – –
ITIM
1141
Indiana Trust & Investment Management
Indiana
$619K – – –
CRIG
1142
Charter Research & Investment Group
Connecticut
$619K +$577K +3,400 New
KA
1143
Kercheville Advisors
Texas
$618K +$577K +3,400 New
OPS
1144
Orion Portfolio Solutions
Nebraska
$616K -$29K -171 -5%
TMAM
1145
Tokio Marine Asset Management
Japan
$615K +$10.9K +64 +2%
LWAC
1146
Laurel Wealth Advisors (California)
California
$614K -$57.3K -338 -9%
FIM
1147
Fernwood Investment Management
Massachusetts
$612K – – –
HAM
1148
Hammer Asset Management
California
$611K -$69.5K -410 -11%
SBSB
1149
Sullivan, Bruyette, Speros & Blaney
Virginia
$608K +$339 +2 +0.1%
CCM
1150
CWH Capital Management
Washington
$608K +$204K +1,202 +56%
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