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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1201
Ascent Group
Virginia
$1.47M +$1.01M +2,828 +173%
RWM
1202
RKL Wealth Management
Pennsylvania
$1.47M +$712 +2 +0%
OWIM
1203
Old West Investment Management
California
$1.47M +$1.59M +4,458 New
NG
1204
Norden Group
Utah
$1.47M -$271K -760 -15%
1NWS
1205
1 North Wealth Services
Maryland
$1.47M -$234K -657 -13%
CRIG
1206
Charter Research & Investment Group
Connecticut
$1.47M – – –
NSB
1207
Norway Savings Bank
Maine
$1.47M -$6.41K -18 -0.4%
VWM
1208
Venturi Wealth Management
Texas
$1.46M -$28.5K -80 -2%
AG
1209
AmeriFlex Group
Nevada
$1.46M +$352K +989 +29%
RCI
1210
RS Crum Inc
California
$1.46M – – –
AIS
1211
AM Investment Strategies
Tennessee
$1.46M +$16K +45 +1%
SS
1212
Sunbelt Securities
Texas
$1.46M +$254K +713 +19%
BHBT
1213
Burke & Herbert Bank & Trust
Virginia
$1.46M +$76.6K +215 +5%
FFS
1214
Founders Financial Securities
Maryland
$1.45M +$375K +1,052 +29%
BCP
1215
Blue Chip Partners
Michigan
$1.44M -$1.43K -4 -0.1%
NS
1216
NBC Securities
Alabama
$1.44M +$1.56M +4,370 +72,833%
XF
1217
XML Financial
Maryland
$1.44M +$26.4K +74 +2%
SFFS
1218
Stonehage Fleming Financial Services
Jersey
$1.44M – – –
FHA
1219
Flagship Harbor Advisors
Massachusetts
$1.44M +$2.14K +6 +0.1%
RT
1220
Rockland Trust
Massachusetts
$1.44M -$213K -598 -12%
FAM
1221
Flaharty Asset Management
Florida
$1.43M -$90.8K -255 -6%
ANB
1222
Amarillo National Bank
Texas
$1.43M – – –
CWP
1223
Cyndeo Wealth Partners
Florida
$1.43M -$298K -837 -16%
NFSG
1224
Newbridge Financial Services Group
Florida
$1.43M -$21.7K -61 -1%
DI
1225
Diligent Investors
California
$1.43M -$169K -475 -10%
47 48
49
50 51