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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
1201
CWA Asset Management Group
Florida
$966K +$70K +314 +9%
MJP
1202
Michael J. Puzo
$966K -$22.3K -100 -2%
IF
1203
Intrua Financial
Texas
$966K +$554K +2,486 +173%
IP
1204
Investment Partners
Ohio
$963K -$196K -877 -18%
STA
1205
Summit Trail Advisors
New York
$954K +$321K +1,441 +59%
CFP
1206
Catalyst Financial Partners
Massachusetts
$953K +$65.5K +294 +8%
CFS
1207
CRA Financial Services
New Jersey
$952K +$8.03K +36 +0.9%
WMP
1208
Wealth Management Partners
Arizona
$952K +$123K +550 +17%
IAS
1209
Insigneo Advisory Services
Florida
$949K +$497K +2,229 +137%
RIA
1210
Regal Investment Advisors
Michigan
$947K +$43.3K +194 +5%
TCM
1211
Telos Capital Management
California
$944K -$7.13K -32 -0.8%
FFS
1212
Founders Financial Securities
Maryland
$943K +$9.14K +41 +1%
CAG
1213
Csenge Advisory Group
Florida
$937K +$43.3K +194 +5%
WMC
1214
Westwood Management Corporation
Illinois
$935K -$1.23M -5,500 -59%
UM
1215
UniSuper Management
Australia
$935K +$847K +3,800 New
FCFC
1216
First Citizens Financial Corp
Iowa
$934K +$846K +3,795 New
UAML
1217
US Asset Management LLC
Pennsylvania
$932K -$669 -3 -0.1%
DAS
1218
Dynamic Advisor Solutions
Arizona
$929K -$96.1K -431 -10%
9WM
1219
9258 Wealth Management
Ohio
$927K – – –
IIA
1220
IPG Investment Advisors
California
$927K -$60.2K -270 -7%
FPCG
1221
Fort Pitt Capital Group
Pennsylvania
$926K -$123K -550 -13%
SC
1222
SouthState Corp
Florida
$924K -$137K -614 -14%
CWP
1223
Curated Wealth Partners
California
$922K -$2.9K -13 -0.3%
CIC
1224
Crawford Investment Counsel
Georgia
$922K -$6.24K -28 -0.7%
WAM
1225
WealthTrust Asset Management
Florida
$919K -$60.4K -271 -7%
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