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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1126
Bridgefront Capital
Texas
$881K +$858K +4,263 New
JWA
1127
JFS Wealth Advisors
Pennsylvania
$879K +$8.66K +43 +1%
CCG
1128
Cypress Capital Group
Florida
$878K -$11.5K -57 -1%
WFS
1129
Widmann Financial Services
Maryland
$876K +$853K +4,237 New
RWP
1130
RWA Wealth Partners
Massachusetts
$874K +$4.63K +23 +0.5%
DAS
1131
Dynamic Advisor Solutions
Arizona
$874K +$26.6K +132 +3%
BHIA
1132
Birch Hill Investment Advisors
Massachusetts
$871K +$16.1K +80 +2%
SWA
1133
Sutton Wealth Advisors
Florida
$870K +$12.1K +60 +1%
WDC
1134
Woodward Diversified Capital
California
$868K +$22.6K +112 +3%
SAA
1135
Southeast Asset Advisors
Georgia
$864K +$604 +3 +0.1%
ARC
1136
Advisor Resource Council
Texas
$864K +$604K +2,999 +255%
CB
1137
Cadence Bank
Mississippi
$863K – – –
LF
1138
Lantz Financial
Illinois
$863K – – –
CRC
1139
Curi RMB Capital
Illinois
$862K – – –
MFA
1140
Mayflower Financial Advisors
Massachusetts
$859K +$28.2K +140 +3%
FNB
1141
Farmers National Bank
Kentucky
$855K +$403K +2,001 +94%
CC
1142
Chicago Capital
Illinois
$855K – – –
HNWAG
1143
High Net Worth Advisory Group
Florida
$851K +$829K +4,117 New
FCIM
1144
Fairview Capital Investment Management
California
$850K -$16.1K -80 -2%
TPWA
1145
TRUE Private Wealth Advisors
Oregon
$850K -$2.01K -10 -0.2%
FCA
1146
FinTrust Capital Advisors
South Carolina
$849K +$1.01K +5 +0.1%
SFFS
1147
Stonehage Fleming Financial Services
Jersey
$849K +$558K +2,770 +207%
TCM
1148
Telos Capital Management
California
$846K -$1.37M -6,815 -62%
KA
1149
Kercheville Advisors
Texas
$842K -$25.2K -125 -3%
CNFG
1150
Creegan & Nassoura Financial Group
New Hampshire
$842K – – –
44 45
46
47 48