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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1201
NWAM LLC
Washington
$1.46M +$210K +607 +16%
SFFS
1202
Stonehage Fleming Financial Services
Jersey
$1.46M -$419K -1,209 -22%
NSB
1203
Norway Savings Bank
Maine
$1.45M -$46.8K -135 -3%
FCBT
1204
First Citizens Bank & Trust
North Carolina
$1.45M +$139K +401 +10%
IWA
1205
IVC Wealth Advisors
Pennsylvania
$1.45M +$79.4K +229 +6%
CFP
1206
Catalyst Financial Partners
Massachusetts
$1.45M +$6.59K +19 +0.4%
BHBT
1207
Burke & Herbert Bank & Trust
Virginia
$1.45M +$1.04M +3,012 +225%
TPWA
1208
TRUE Private Wealth Advisors
Oregon
$1.44M +$6.24K +18 +0.4%
WDC
1209
Woodward Diversified Capital
California
$1.44M -$26K -75 -2%
IGGA
1210
Iron Gate Global Advisors
Utah
$1.44M -$4.16K -12 -0.3%
IUHSA
1211
Itau Unibanco Holding S.A.
Brazil
$1.44M +$279K +806 +23%
KCM
1212
Kerusso Capital Management
North Carolina
$1.44M +$1.49M +4,309 New
WWM
1213
Western Wealth Management
Colorado
$1.43M +$103K +296 +7%
FHA
1214
Flagship Harbor Advisors
Massachusetts
$1.43M +$168K +485 +13%
SIA
1215
Sit Investment Associates
Minnesota
$1.43M – – –
MAM
1216
Martingale Asset Management
Massachusetts
$1.43M +$454K +1,310 +44%
MWM
1217
Mittelman Wealth Management
Massachusetts
$1.43M -$54.1K -156 -4%
CCA
1218
Cobblestone Capital Advisors
New York
$1.42M -$121K -350 -8%
AWA
1219
Acorn Wealth Advisors
Michigan
$1.42M +$3.81K +11 +0.3%
FCB
1220
First County Bank
Connecticut
$1.42M -$131K -378 -8%
CFS
1221
CRA Financial Services
New Jersey
$1.42M -$34.7K -100 -2%
ANB
1222
Amarillo National Bank
Texas
$1.42M – – –
GPA
1223
Guerra Pan Advisors
New Jersey
$1.42M +$382K +1,103 +35%
BHA
1224
Beech Hill Advisors
New York
$1.42M -$34.7K -100 -2%
WP
1225
Wealthspan Partners
Iowa
$1.41M +$256K +738 +21%
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