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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NF
1176
Norwood Financial
Pennsylvania
$876K +$68.2K +325 +9%
AIM
1177
Aspen Investment Management
Michigan
$875K -$6.29K -30 -0.8%
CIC
1178
Crawford Investment Counsel
Georgia
$875K +$262K +1,251 +47%
GC
1179
Gilbert & Cook
Iowa
$874K +$48.4K +231 +6%
SW
1180
SlateStone Wealth
Florida
$865K +$814K +3,882 New
MFG
1181
Menard Financial Group
Texas
$864K -$81.6K -389 -9%
CFN
1182
Cordasco Financial Network
Florida
$863K +$14.5K +69 +2%
BAM
1183
Barrett Asset Management
New York
$863K +$122K +584 +18%
VCM
1184
Virtue Capital Management
Tennessee
$863K +$214K +1,022 +36%
SFG
1185
SNS Financial Group
Minnesota
$856K +$210 +1 +0%
4WM
1186
44 Wealth Management
Oregon
$856K +$7.97K +38 +1%
NL
1187
NWAM LLC
Washington
$855K -$34K -162 -4%
PWM
1188
Penobscot Wealth Management
Maine
$855K +$387K +1,843 +92%
XWM
1189
Xcel Wealth Management
Florida
$854K -$21K -100 -3%
SWA
1190
Stratos Wealth Advisors
Ohio
$854K +$73.2K +349 +10%
FNB
1191
Farmers National Bank
Kentucky
$853K -$64.4K -307 -7%
CC
1192
Courier Capital
New York
$849K – – –
DCM
1193
Dupont Capital Management
Delaware
$849K +$178K +847 +29%
HWM
1194
Horizon Wealth Management
Illinois
$847K -$660K -3,148 -45%
CST
1195
Charles Schwab Trust
Nevada
$847K -$36.3K -173 -4%
UAML
1196
US Asset Management LLC
Pennsylvania
$847K – – –
SFA
1197
Source Financial Advisors
New York
$844K +$264K +1,259 +50%
S
1198
Seeyond
France
$843K +$151K +722 +24%
SC
1199
SouthState Corp
Florida
$841K +$124K +589 +18%
RFM
1200
Royal Fund Management
Florida
$839K +$86.4K +412 +12%
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