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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1226
9258 Wealth Management
Ohio
$1.62M +$51.5K +149 +4%
BP
1227
BBR Partners
New York
$1.62M -$19.7K -57 -1%
WEG
1228
World Equity Group
Illinois
$1.61M -$42.1K -122 -3%
ST
1229
Smithfield Trust
Pennsylvania
$1.61M -$12.1K -35 -0.8%
SAI
1230
Savvy Advisors Inc
New York
$1.6M +$726K +2,101 +105%
JAG
1231
Journey Advisory Group
Kentucky
$1.6M +$34.5K +100 +2%
HR
1232
Hardy Reed
Mississippi
$1.6M +$38.7K +112 +3%
FSA
1233
Fort Sheridan Advisors
Illinois
$1.6M -$34.5K -100 -2%
ECM
1234
Evergreen Capital Management
Washington
$1.59M +$53.2K +154 +4%
RGF
1235
Retirement Guys Formula
Ohio
$1.59M +$44.2K +128 +3%
TBA
1236
Tower Bridge Advisors
Pennsylvania
$1.59M -$121K -350 -8%
BHIA
1237
Birch Hill Investment Advisors
Massachusetts
$1.58M – – –
SCM
1238
Spreng Capital Management
Ohio
$1.58M -$566K -1,640 -29%
CWS
1239
Confluence Wealth Services
Pennsylvania
$1.58M +$71.1K +206 +5%
AIM
1240
Aigen Investment Management
New York
$1.58M +$1.39M +4,037 New
ZIC
1241
ZWJ Investment Counsel
Georgia
$1.58M -$345 -1 -0%
WIA
1242
World Investment Advisors
California
$1.57M +$291K +843 +27%
VFM
1243
Viking Fund Management
North Dakota
$1.56M – – –
DIM
1244
Delta Investment Management
California
$1.56M -$51.8K -150 -4%
AM
1245
AGF Management
Ontario, Canada
$1.56M +$1.38M +3,995 New
XF
1246
XML Financial
Maryland
$1.56M -$256K -741 -16%
KJHP
1247
K.J. Harrison & Partners
Ontario, Canada
$1.56M -$7.25K -21 -0.5%
CG
1248
Cynosure Group
Utah
$1.56M -$2.11M -6,109 -60%
SNB
1249
Security National Bank
Nebraska
$1.56M – – –
HH
1250
Hilltop Holdings
Texas
$1.56M +$384K +1,113 +39%
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