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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1151
Werlinich Asset Management
Connecticut
$652K – – –
IA
1152
Insight Advisors
Pennsylvania
$652K -$1.83K -10 -0.3%
CIM
1153
CIM Investment Management
Pennsylvania
$652K – – –
TCB
1154
Texas Capital Bancshares
Texas
$648K – – –
PP
1155
Patten & Patten
Tennessee
$648K +$365 +2 +0.1%
CA
1156
CGN Advisors
Kansas
$648K +$211K +1,155 +41%
MAM
1157
Morse Asset Management
Connecticut
$647K +$32K +175 +5%
TCWM
1158
Total Clarity Wealth Management
Illinois
$645K -$1.28K -7 -0.2%
FNB
1159
Farmers National Bank
Kentucky
$645K -$51.3K -281 -7%
AIM
1160
Aspen Investment Management
Michigan
$644K – – –
NF
1161
Norwood Financial
Pennsylvania
$644K – – –
FMB
1162
Field & Main Bank
Kentucky
$643K -$17.4K -95 -2%
ITIM
1163
Indiana Trust & Investment Management
Indiana
$643K +$80K +438 +13%
GI
1164
Gradient Investments
Minnesota
$641K -$9.68K -53 -1%
SS
1165
Simplicity Solutions
Minnesota
$640K +$44.4K +243 +7%
LF
1166
Lantz Financial
Illinois
$636K +$183 +1 +0%
AA
1167
Ancora Advisors
Ohio
$636K +$16.6K +91 +2%
PWPS
1168
Pinnacle Wealth Planning Services
Ohio
$636K +$121K +663 +21%
SFG
1169
SNS Financial Group
Minnesota
$634K -$548 -3 -0.1%
LC
1170
Lindbrook Capital
California
$633K -$8.95K -49 -1%
ZIC
1171
ZWJ Investment Counsel
Georgia
$633K – – –
HWAM
1172
Hennion & Walsh Asset Management
New Jersey
$631K +$7.31K +40 +1%
CC
1173
Courier Capital
New York
$630K +$5.12K +28 +0.7%
CFS
1174
CRA Financial Services
New Jersey
$629K – – –
XWM
1175
Xcel Wealth Management
Florida
$629K – – –
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