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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1176
InTrack Investment Management
Vermont
$1.54M +$302K +848 +22%
SW
1177
Simplicity Wealth
New Jersey
$1.53M +$872K +2,447 +111%
EWA
1178
EverSource Wealth Advisors
Alabama
$1.53M +$125K +350 +8%
DCM
1179
Donaldson Capital Management
Indiana
$1.53M -$1.78K -5 -0.1%
CWG
1180
Cornerstone Wealth Group
North Carolina
$1.53M +$12.8K +36 +0.8%
MSFS
1181
Main Street Financial Solutions
Pennsylvania
$1.52M -$83.4K -234 -5%
CP
1182
Canopy Partners
Ohio
$1.51M +$2.49K +7 +0.2%
GIM
1183
Guardian Investment Management
California
$1.51M -$142K -400 -8%
FTC
1184
Farmers Trust Company
Ohio
$1.51M – – –
ECM
1185
Evergreen Capital Management
Washington
$1.51M +$36.7K +103 +2%
CFO
1186
Callan Family Office
Pennsylvania
$1.51M -$2.92M -8,187 -64%
SIM
1187
Stratos Investment Management
Ohio
$1.5M +$425K +1,192 +35%
P
1188
Pitcairn
Pennsylvania
$1.5M +$203K +571 +14%
CT
1189
Colonial Trust
South Carolina
$1.49M -$17.1K -48 -1%
EB
1190
Emprise Bank
Kansas
$1.49M -$8.9K -25 -0.6%
KA
1191
Kovack Advisors
Florida
$1.49M -$277K -779 -15%
CSB
1192
City State Bank
Iowa
$1.49M -$13.2K -37 -0.8%
GPA
1193
Guerra Pan Advisors
New Jersey
$1.49M +$23.5K +66 +1%
WFS
1194
Widmann Financial Services
Maryland
$1.49M +$65.9K +185 +4%
IJWM
1195
Inman Jager Wealth Management
Mississippi
$1.49M -$54.1K -152 -3%
WWM
1196
Western Wealth Management
Colorado
$1.48M -$901K -2,529 -36%
AA
1197
ABC Arbitrage
France
$1.48M +$624K +1,751 +64%
IGGA
1198
Iron Gate Global Advisors
Utah
$1.48M +$53.4K +150 +3%
SCM
1199
SOL Capital Management
Maryland
$1.48M -$7.12K -20 -0.4%
BCG
1200
BayBridge Capital Group
California
$1.48M +$879K +2,469 +123%
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