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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1126
TRUE Private Wealth Advisors
Oregon
$1.02M -$31.3K -144 -3%
CBT
1127
CoreFirst Bank & Trust
Kansas
$1.02M -$222K -1,021 -19%
PWM
1128
Penobscot Wealth Management
Maine
$1.01M +$10K +46 +1%
SWA
1129
Sutton Wealth Advisors
Florida
$1.01M -$71.8K -330 -7%
WA
1130
Waverly Advisors
Alabama
$1.01M +$101K +466 +12%
SC
1131
Solstein Capital
California
$1.01M -$12K -55 -1%
BHIA
1132
Birch Hill Investment Advisors
Massachusetts
$1.01M – – –
HNWAG
1133
High Net Worth Advisory Group
Florida
$1.01M -$34.8K -160 -4%
TNBTD
1134
Trustmark National Bank Trust Department
Mississippi
$1.01M +$31.3K +144 +4%
SAA
1135
Southeast Asset Advisors
Georgia
$1M +$1.74K +8 +0.2%
CWP
1136
Curated Wealth Partners
California
$1M +$101K +465 +12%
PWM
1137
Perigon Wealth Management
California
$1M +$272K +1,248 +43%
PA
1138
PSI Advisors
Florida
$1M -$230K -1,058 -20%
GC
1139
Gilbert & Cook
Iowa
$1,000K +$12K +55 +1%
S
1140
Seeyond
France
$999K -$41.6K -191 -4%
CRC
1141
Curi RMB Capital
Illinois
$998K -$20.5K -94 -2%
9WM
1142
9258 Wealth Management
Ohio
$996K +$184K +847 +26%
IWA
1143
IVC Wealth Advisors
Pennsylvania
$996K +$3.7K +17 +0.4%
LC
1144
Lindbrook Capital
California
$996K +$64.7K +297 +8%
AWA
1145
Aaron Wealth Advisors
Illinois
$995K +$464K +2,133 +106%
CC
1146
Chicago Capital
Illinois
$991K – – –
AA
1147
Advisory Alpha
Michigan
$988K -$9.8K -45 -1%
RFG
1148
RFP Financial Group
Georgia
$987K +$897K +4,120 New
CWS
1149
Confluence Wealth Services
Pennsylvania
$986K -$21.1K -97 -2%
WDC
1150
Woodward Diversified Capital
California
$985K +$9.58K +44 +1%
44 45
46
47 48