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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
1WM
1126
1900 Wealth Management
Texas
$3.16M +$556 +1 +0%
ATWA
1127
Arbor Trust Wealth Advisors
Michigan
$3.16M -$36.1K -65 -1%
CST
1128
Charles Schwab Trust
Nevada
$3.16M -$328K -591 -10%
FPI
1129
Financial Plan Inc
Washington
$3.16M +$3.06M +5,511 New
PIM
1130
Platinum Investment Management
Australia
$3.15M +$3.06M +5,500 New
EIG
1131
Ellenbecker Investment Group
Wisconsin
$3.15M +$2.61M +4,689 +584%
SWM
1132
Silverlake Wealth Management
Vermont
$3.14M +$79.5K +143 +3%
AW
1133
Alaethes Wealth
Nevada
$3.14M -$23.3K -42 -0.8%
CIAS
1134
Capital Investment Advisory Services
North Carolina
$3.14M -$40K -72 -1%
ST
1135
Smithfield Trust
Pennsylvania
$3.13M +$562K +1,011 +23%
FHC
1136
First Horizon Corporation
Tennessee
$3.13M +$119K +215 +4%
TA
1137
TKG Advisors
Indiana
$3.12M -$68.4K -123 -2%
SQA
1138
Simon Quick Advisors
New Jersey
$3.11M +$2.65M +4,773 +722%
LAM
1139
LOM Asset Management
$3.11M -$16.1K -29 -0.5%
RAM
1140
Redmond Asset Management
Virginia
$3.1M -$13.9K -25 -0.5%
FRA
1141
Frank Rimerman Advisors
California
$3.09M +$367K +661 +14%
QI
1142
Qtron Investments
Massachusetts
$3.07M -$311K -559 -9%
CG
1143
Castellan Group
Kentucky
$3.07M +$2.98M +5,364 New
TT
1144
TI-Trust
Illinois
$3.07M – – –
MFA
1145
Mayflower Financial Advisors
Massachusetts
$3.06M -$7.22K -13 -0.2%
WPW
1146
Watershed Private Wealth
Illinois
$3.06M -$228K -410 -7%
RFA
1147
Rollins Financial Advisors
New York
$3.06M +$10.6K +19 +0.4%
HFA
1148
High Falls Advisors
New York
$3.06M +$1.11K +2 +0%
MWM
1149
Modern Wealth Management
Kansas
$3.06M -$2.76M -4,973 -48%
WHG
1150
Westwood Holdings Group
Texas
$3.05M +$231K +415 +8%
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