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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1226
Guardian Investment Management
California
$3.4M – – –
CWP
1227
CFM Wealth Partners
Texas
$3.39M -$69.3K -100 -2%
NSB
1228
Norway Savings Bank
Maine
$3.39M -$153K -221 -4%
RPC
1229
Rossmore Private Capital
Connecticut
$3.37M -$6.93K -10 -0.2%
JAG
1230
Journey Advisory Group
Kentucky
$3.35M -$276K -399 -8%
GEA
1231
Glen Eagle Advisors
New Jersey
$3.35M +$104K +150 +3%
LBWM
1232
Left Brain Wealth Management
Illinois
$3.34M +$3.26M +4,710 New
DP
1233
Denver PWM
Colorado
$3.33M -$302K -436 -11%
EWM
1234
EPG Wealth Management
Georgia
$3.33M -$1M -1,444 -24%
WDC
1235
Woodward Diversified Capital
California
$3.32M -$15.2K -22 -0.5%
WCA
1236
Westover Capital Advisors
Delaware
$3.31M – – –
QPBE
1237
Quintet Private Bank (Europe)
Luxembourg
$3.3M +$864K +1,248 +37%
AF
1238
Apollon Financial
South Carolina
$3.3M -$54K -78 -2%
PWAM
1239
Pinnacle West Asset Management
Wyoming
$3.29M -$111K -160 -3%
TWIM
1240
TIAA Wealth Investment Management
New York
$3.29M +$3.22M +4,649 New
CPW
1241
Cove Private Wealth
New York
$3.29M +$1.44M +2,085 +82%
EA
1242
Ellsworth Advisors
Ohio
$3.28M +$2.61M +3,772 +442%
JIC
1243
Joel Isaacson & Co
New York
$3.27M +$208K +301 +7%
CA
1244
CGN Advisors
Kansas
$3.27M -$243K -351 -7%
VA
1245
Valmark Advisers
Ohio
$3.26M +$229K +331 +8%
HTC
1246
Haverford Trust Company
Pennsylvania
$3.26M -$81K -117 -2%
EWA
1247
EverSource Wealth Advisors
Alabama
$3.26M +$63K +91 +2%
CT
1248
Colonial Trust
South Carolina
$3.25M -$132K -190 -4%
DMBA
1249
Deseret Mutual Benefit Administrators
Utah
$3.24M +$1.89M +2,734 +149%
AWS
1250
Alliance Wealth Strategies
Virginia
$3.24M – – –
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