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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1151
GAMMA Investing
California
$1.32M +$1.14M +4,383 New
AWA
1152
Aaron Wealth Advisors
Illinois
$1.31M -$1.56K -6 -0.1%
WOC
1153
West Oak Capital
California
$1.31M +$14.3K +55 +1%
RCI
1154
RS Crum Inc
California
$1.31M – – –
MWM
1155
Mission Wealth Management
California
$1.31M +$2.33K +9 +0.2%
ACG
1156
Allen Capital Group
Nebraska
$1.3M -$30.6K -118 -3%
AAM
1157
Aureus Asset Management
Massachusetts
$1.3M +$519 +2 +0%
BFO
1158
Biltmore Family Office
North Carolina
$1.3M – – –
AIS
1159
AM Investment Strategies
Tennessee
$1.3M -$51.6K -199 -4%
AAB
1160
ABN AMRO Bank
Netherlands
$1.3M -$174K -670 -13%
FCA
1161
FinTrust Capital Advisors
South Carolina
$1.29M +$26.2K +101 +2%
EB
1162
Eastern Bank
Massachusetts
$1.29M -$21K -81 -2%
NQWM
1163
Northwest Quadrant Wealth Management
Oregon
$1.29M +$4.93K +19 +0.4%
SB
1164
Strategic Blueprint
Georgia
$1.29M +$5.45K +21 +0.5%
FCP
1165
Fidelis Capital Partners
Florida
$1.29M +$335K +1,292 +42%
SWA
1166
Stratos Wealth Advisors
Ohio
$1.29M -$125K -482 -10%
CA
1167
Continuum Advisory
Idaho
$1.29M -$133K -514 -11%
IGGA
1168
Iron Gate Global Advisors
Utah
$1.28M +$35K +135 +3%
MMA
1169
Miracle Mile Advisors
California
$1.28M -$5.68M -21,915 -83%
LAM
1170
LECAP Asset Management
United Kingdom
$1.28M +$1.12M +4,322 New
CFG
1171
Cooper Financial Group
California
$1.28M +$109K +420 +11%
TPWA
1172
TRUE Private Wealth Advisors
Oregon
$1.27M -$7.78K -30 -0.7%
PP
1173
Patten & Patten
Tennessee
$1.27M -$69.5K -268 -6%
C
1174
Certuity
Florida
$1.27M +$574K +2,211 +106%
CWS
1175
Confluence Wealth Services
Pennsylvania
$1.27M -$2.59K -10 -0.2%
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