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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
1201
AM Investment Strategies
Tennessee
$1.46M – – –
NL
1202
NWAM LLC
Washington
$1.46M +$210K +607 +16%
SFFS
1203
Stonehage Fleming Financial Services
Jersey
$1.46M -$419K -1,209 -22%
NSB
1204
Norway Savings Bank
Maine
$1.45M -$46.8K -135 -3%
FCBT
1205
First Citizens Bank & Trust
North Carolina
$1.45M +$139K +401 +10%
IWA
1206
IVC Wealth Advisors
Pennsylvania
$1.45M +$79.4K +229 +6%
CFP
1207
Catalyst Financial Partners
Massachusetts
$1.45M +$6.59K +19 +0.4%
BHBT
1208
Burke & Herbert Bank & Trust
Virginia
$1.45M +$1.04M +3,012 +225%
TPWA
1209
TRUE Private Wealth Advisors
Oregon
$1.44M +$6.24K +18 +0.4%
WDC
1210
Woodward Diversified Capital
California
$1.44M -$26K -75 -2%
IGGA
1211
Iron Gate Global Advisors
Utah
$1.44M -$4.16K -12 -0.3%
IUHSA
1212
Itau Unibanco Holding S.A.
Brazil
$1.44M +$279K +806 +23%
KCM
1213
Kerusso Capital Management
North Carolina
$1.44M +$1.49M +4,309 New
WWM
1214
Western Wealth Management
Colorado
$1.43M +$103K +296 +7%
FHA
1215
Flagship Harbor Advisors
Massachusetts
$1.43M +$168K +485 +13%
SIA
1216
Sit Investment Associates
Minnesota
$1.43M – – –
MAM
1217
Martingale Asset Management
Massachusetts
$1.43M +$454K +1,310 +44%
MWM
1218
Mittelman Wealth Management
Massachusetts
$1.43M -$54.1K -156 -4%
CCA
1219
Cobblestone Capital Advisors
New York
$1.42M -$121K -350 -8%
AWA
1220
Acorn Wealth Advisors
Michigan
$1.42M +$3.81K +11 +0.3%
FCB
1221
First County Bank
Connecticut
$1.42M -$131K -378 -8%
CFS
1222
CRA Financial Services
New Jersey
$1.42M -$34.7K -100 -2%
ANB
1223
Amarillo National Bank
Texas
$1.42M – – –
GPA
1224
Guerra Pan Advisors
New Jersey
$1.42M +$382K +1,103 +35%
BHA
1225
Beech Hill Advisors
New York
$1.42M -$34.7K -100 -2%
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