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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1126
Blackhawk Capital Partners
Wisconsin
$845K -$162K -781 -14%
RG
1127
Rikoon Group
New Mexico
$845K +$207 +1 +0%
BTWM
1128
Baker Tilly Wealth Management
Wisconsin
$844K +$828 +4 +0.1%
CHA
1129
Carmichael Hill & Associates
Maryland
$843K -$32.9K -159 -4%
CT
1130
Cambridge Trust
Massachusetts
$841K -$49.3K -238 -6%
HW
1131
Hancock Whitney
Mississippi
$839K -$4.14K -20 -0.6%
SAA
1132
Southeast Asset Advisors
Georgia
$836K +$1.66K +8 +0.2%
WLIM
1133
White Lighthouse Investment Management
Massachusetts
$835K -$20.7K -100 -3%
AC
1134
Applied Capital
Arkansas
$834K +$744K +3,595 New
SC
1135
SouthState Corp
Florida
$833K +$621 +3 +0.1%
MA
1136
Mosaic Advisors
Texas
$829K -$255K -1,232 -26%
PSP
1137
Principal Street Partners
Tennessee
$829K +$740K +3,575 New
ATPW
1138
Ashton Thomas Private Wealth
Arizona
$828K +$108K +521 +17%
SAM
1139
SignalPoint Asset Management
Missouri
$828K +$14.3K +69 +2%
WBG
1140
Wharton Business Group
Pennsylvania
$828K +$209K +1,010 +39%
QPWM
1141
Quadrant Private Wealth Management
Pennsylvania
$826K -$44.9K -217 -6%
WWM
1142
Western Wealth Management
Colorado
$826K +$80.3K +388 +12%
TAM
1143
Taurus Asset Management
New York
$825K -$66.2K -320 -8%
WA
1144
Wealth Alliance
New York
$822K -$60.7K -293 -8%
TAIM
1145
TD Ameritrade Investment Management
Nebraska
$822K – – –
1WM
1146
1900 Wealth Management
Texas
$822K +$27.5K +133 +4%
BRM
1147
Boston Research & Management
Massachusetts
$821K -$23.8K -115 -3%
AAM
1148
Auxier Asset Management
Oregon
$821K – – –
WC
1149
Westhampton Capital
North Carolina
$821K +$20.7K +100 +3%
MBT
1150
Montecito Bank & Trust
California
$820K – – –
44 45
46
47 48