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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1201
Werlinich Asset Management
Connecticut
$910K – – –
AWA
1202
Aaron Wealth Advisors
Illinois
$909K -$43.5K -180 -4%
SB
1203
Strategic Blueprint
Georgia
$909K +$55.8K +231 +6%
TCB
1204
Texas Capital Bancshares
Texas
$909K – – –
CIAS
1205
Capital Investment Advisory Services
North Carolina
$907K -$115K -476 -11%
NF
1206
Norwood Financial
Pennsylvania
$899K +$2.42K +10 +0.3%
AHC
1207
Adell Harriman & Carpenter
Texas
$895K -$823K -3,405 -47%
MFG
1208
Menard Financial Group
Texas
$893K -$24.7K -102 -3%
AC
1209
AXQ Capital
New Jersey
$892K +$266K +1,100 +39%
AWM
1210
Accurate Wealth Management
Florida
$886K +$121K +501 +14%
TCM
1211
Telos Capital Management
California
$885K -$29.3K -121 -3%
HWA
1212
HHM Wealth Advisors
Tennessee
$883K +$186K +768 +25%
FMB
1213
Field & Main Bank
Kentucky
$883K -$9.43K -39 -1%
GI
1214
Gradient Investments
Minnesota
$881K +$13.1K +54 +1%
GLR
1215
Great Lakes Retirement
Ohio
$880K +$65.3K +270 +8%
CFS
1216
CRA Financial Services
New Jersey
$877K – – –
LA
1217
LexAurum Advisors
Kansas
$873K -$10.9K -45 -1%
CC
1218
Courier Capital
New York
$873K +$242 +1 +0%
CT
1219
Chicago Trust
Illinois
$871K +$198K +820 +27%
FNB
1220
Farmers National Bank
Kentucky
$869K -$24.2K -100 -3%
BL
1221
BFSG LLC
California
$869K +$918K +3,799 New
PP
1222
Patten & Patten
Tennessee
$869K +$242 +1 +0%
MWM
1223
Mission Wealth Management
California
$868K +$48.1K +199 +6%
UAML
1224
US Asset Management LLC
Pennsylvania
$868K -$2.42K -10 -0.3%
FFS
1225
Founders Financial Securities
Maryland
$868K -$1.45K -6 -0.2%
47 48
49
50 51