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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
OWIM
1176
Old West Investment Management
California
$1.74M – – –
CRIG
1177
Charter Research & Investment Group
Connecticut
$1.74M – – –
RCI
1178
RS Crum Inc
California
$1.73M – – –
AWE
1179
Avidian Wealth Enterprises
Texas
$1.73M -$62.9K -182 -4%
SIA
1180
Strategic Investment Advisors
Michigan
$1.73M -$22.1K -64 -1%
WFS
1181
Widmann Financial Services
Maryland
$1.73M -$10.4K -30 -0.7%
TFA
1182
Transamerica Financial Advisors
Florida
$1.73M -$132K -383 -8%
OIA
1183
Optimum Investment Advisors
Illinois
$1.72M -$135K -390 -8%
LC
1184
Lindbrook Capital
California
$1.72M -$314K -910 -17%
BCP
1185
Blue Chip Partners
Michigan
$1.72M -$72.2K -209 -5%
BAM
1186
Blueshift Asset Management
New Jersey
$1.72M -$325K -941 -18%
CA
1187
CoreCap Advisors
Michigan
$1.72M +$1.52M +4,390 New
AIS
1188
AM Investment Strategies
Tennessee
$1.72M +$345 +1 +0%
SAM
1189
Shell Asset Management
Netherlands
$1.71M +$1.51M +4,378 New
GSEP
1190
Golden State Equity Partners
California
$1.71M +$297K +859 +24%
SFFS
1191
Stonehage Fleming Financial Services
Jersey
$1.71M – – –
IWA
1192
IVC Wealth Advisors
Pennsylvania
$1.71M +$2.07K +6 +0.1%
KIG
1193
Kowal Investment Group
Wisconsin
$1.7M +$43.5K +126 +3%
FCBT
1194
First Citizens Bank & Trust
North Carolina
$1.7M -$3.8K -11 -0.3%
TCWM
1195
Total Clarity Wealth Management
Illinois
$1.7M +$41.1K +119 +3%
ANB
1196
Amarillo National Bank
Texas
$1.7M +$23.1K +67 +2%
LFG
1197
Larson Financial Group
Missouri
$1.69M +$307K +888 +26%
SIA
1198
Sit Investment Associates
Minnesota
$1.68M – – –
WT
1199
Washington Trust
Rhode Island
$1.68M -$52.1K -151 -3%
GPA
1200
Guerra Pan Advisors
New Jersey
$1.68M +$8.29K +24 +0.6%
46 47
48
49 50