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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
VIA
1151
Victrix Investment Advisors
Florida
$5.73M -$29.9K -34 -0.6%
CB
1152
CNB Bank
Pennsylvania
$5.73M -$681K -775 -13%
WIC
1153
Woodmont Investment Counsel
Tennessee
$5.72M -$49.2K -56 -1%
NG
1154
Norden Group
Utah
$5.71M -$878 -1 -0%
AWE
1155
Avidian Wealth Enterprises
Texas
$5.7M +$127K +145 +3%
TT
1156
TI-Trust
Illinois
$5.69M – – –
GC
1157
Grimes & Company
Massachusetts
$5.63M +$54.5K +62 +1%
EFG
1158
Everhart Financial Group
Ohio
$5.6M -$45.7K -52 -1%
WPW
1159
Watershed Private Wealth
Illinois
$5.59M -$17.6K -20 -0.4%
CWM
1160
Connecticut Wealth Management
Connecticut
$5.59M -$16.7K -19 -0.4%
FHC
1161
First Horizon Corporation
Tennessee
$5.59M -$134K -152 -3%
CCA
1162
Checchi Capital Advisers
California
$5.59M -$29K -33 -0.6%
RAM
1163
Redmond Asset Management
Virginia
$5.56M -$141K -160 -3%
IAIM
1164
International Assets Investment Management
Florida
$5.55M -$265K -302 -5%
RBFC
1165
Roman Butler Fullerton & Co
Missouri
$5.54M +$514K +585 +11%
WA
1166
Wealth Architects
California
$5.54M -$515K -586 -10%
CCG
1167
Cypress Capital Group
Florida
$5.53M +$854K +972 +23%
KA
1168
Kercheville Advisors
Texas
$5.53M +$2.04M +2,325 +81%
RFP
1169
Root Financial Partners
California
$5.52M +$191K +217 +4%
FFM
1170
Forum Financial Management
Illinois
$5.49M +$256K +291 +6%
CLOS
1171
Compagnie Lombard Odier SCmA
Switzerland
$5.48M -$8.79K -10 -0.2%
NFA
1172
Northern Financial Advisors
Michigan
$5.48M -$13.2K -15 -0.3%
IGGA
1173
Iron Gate Global Advisors
Utah
$5.48M -$1.76K -2 -0%
TNA
1174
True North Advisors
Texas
$5.48M -$20.2K -23 -0.4%
JIC
1175
Joel Isaacson & Co
New York
$5.47M +$457K +520 +11%
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