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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1176
Southeast Asset Advisors
Georgia
$1.13M +$38.5K +142 +4%
BL
1177
Balentine LLC
Georgia
$1.13M +$39.6K +146 +4%
IF
1178
Intrua Financial
Texas
$1.12M +$51.8K +191 +5%
1WM
1179
1900 Wealth Management
Texas
$1.12M – – –
MF
1180
Montis Financial
Massachusetts
$1.12M – – –
KIG
1181
Kowal Investment Group
Wisconsin
$1.12M +$20.9K +77 +2%
WWM
1182
Windsor Wealth Management
Indiana
$1.12M -$35K -129 -3%
LOPW
1183
Live Oak Private Wealth
North Carolina
$1.11M – – –
FDS
1184
First Dallas Securities
Texas
$1.11M -$1.15M -4,242 -51%
GI
1185
Gradient Investments
Minnesota
$1.11M -$36.6K -135 -3%
RBFC
1186
Roman Butler Fullerton & Co
Missouri
$1.1M +$7.05K +26 +0.6%
VSQM
1187
V-Square Quantitative Management
Illinois
$1.1M +$272K +1,003 +33%
CC
1188
Chicago Capital
Illinois
$1.1M – – –
SFG
1189
SNS Financial Group
Minnesota
$1.1M +$6.24K +23 +0.6%
CA
1190
CoreCap Advisors
Michigan
$1.1M -$1.21M -4,445 -52%
IA
1191
IAM Advisory
Pennsylvania
$1.1M -$1.36K -5 -0.1%
JAM
1192
JW Asset Management
Florida
$1.1M +$1.09M +4,024 New
AWA
1193
Acorn Wealth Advisors
Michigan
$1.1M -$11.9K -44 -1%
ZIC
1194
ZWJ Investment Counsel
Georgia
$1.1M – – –
RCM
1195
Raleigh Capital Management
North Carolina
$1.1M +$280K +1,033 +35%
IIA
1196
IPG Investment Advisors
California
$1.1M +$67.3K +248 +7%
JAG
1197
Journey Advisory Group
Kentucky
$1.1M -$13.6K -50 -1%
CSB
1198
City State Bank
Iowa
$1.09M -$56.2K -207 -5%
SC
1199
Saybrook Capital
North Carolina
$1.09M – – –
NF
1200
Norwood Financial
Pennsylvania
$1.09M -$6.78K -25 -0.6%
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