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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1201
SouthState Corp
Florida
$841K +$124K +589 +18%
RFM
1202
Royal Fund Management
Florida
$839K +$86.4K +412 +12%
MBT
1203
Montecito Bank & Trust
California
$833K +$41.9K +200 +6%
BRWM
1204
B. Riley Wealth Management
Tennessee
$832K -$514K -2,450 -40%
GWSG
1205
GPS Wealth Strategies Group
Colorado
$832K -$46.1K -220 -6%
AA
1206
Ancora Advisors
Ohio
$832K -$16.8K -80 -2%
PAMG
1207
Patton Albertson Miller Group
Tennessee
$830K +$138K +660 +22%
GIA
1208
Gladstone Institutional Advisory
Florida
$830K +$179K +855 +30%
FLPIM
1209
F.L. Putnam Investment Management
Massachusetts
$829K +$22.4K +107 +3%
FFG
1210
Fortem Financial Group
California
$827K +$71.3K +340 +10%
1WM
1211
1900 Wealth Management
Texas
$826K – – –
SFS
1212
Stiles Financial Services
Minnesota
$826K +$21.4K +102 +3%
RCAG
1213
Rehmann Capital Advisory Group
Michigan
$825K +$7.55K +36 +1%
ANRIA
1214
American National Registered Investment Advisor
Texas
$824K -$32.9K -157 -4%
RBFC
1215
Roman Butler Fullerton & Co
Missouri
$820K +$6.5K +31 +0.8%
JWCA
1216
J.W. Coons Advisors
Ohio
$819K +$231K +1,100 +43%
LNWTC
1217
Laird Norton Wetherby Trust Company
Washington
$818K -$23.1K -110 -3%
CWM
1218
Circle Wealth Management
New Jersey
$818K +$1.05K +5 +0.1%
FMLI
1219
Fukoku Mutual Life Insurance
Japan
$816K -$21K -100 -3%
MME
1220
Meag Munich Ergo
Germany
$816K +$454K +2,164 +149%
LC
1221
Lindbrook Capital
California
$813K +$430K +2,048 +128%
CA
1222
CoreCap Advisors
Michigan
$811K -$474K -2,262 -38%
SHFA
1223
SS&H Financial Advisors
Michigan
$811K +$763K +3,640 New
ED
1224
Exane Derivatives
France
$810K -$18K -86 -2%
DIM
1225
Delta Investment Management
California
$809K -$210 -1 -0%
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