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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1251
Delta Financial Group
New Jersey
$1.11M +$52.4K +202 +6%
BCA
1252
Bay Colony Advisors
Massachusetts
$1.11M +$62.3K +240 +7%
CIC
1253
Crawford Investment Counsel
Georgia
$1.11M -$2.59K -10 -0.3%
SS
1254
Sunbelt Securities
Texas
$1.1M +$3.89K +15 +0.4%
CWM
1255
Circle Wealth Management
New Jersey
$1.1M -$15.3K -59 -2%
TNBTD
1256
Trustmark National Bank Trust Department
Mississippi
$1.1M -$71.1K -274 -7%
RB
1257
Rodgers Brothers
Pennsylvania
$1.1M – – –
LWA
1258
Lantern Wealth Advisors
New York
$1.09M +$960K +3,701 New
PAM
1259
Paradigm Asset Management
New York
$1.09M -$25.9K -100 -3%
1WM
1260
1900 Wealth Management
Texas
$1.09M -$106K -410 -10%
FFA
1261
First Foundation Advisors
California
$1.09M -$257K -990 -21%
MHIC
1262
Marble Harbor Investment Counsel
Massachusetts
$1.09M – – –
HWA
1263
HCR Wealth Advisors
California
$1.09M +$23.9K +92 +3%
FPCG
1264
Fort Pitt Capital Group
Pennsylvania
$1.09M -$20.5K -79 -2%
OAM
1265
Ostrum Asset Management
France
$1.09M +$3.63K +14 +0.4%
PWM
1266
Penobscot Wealth Management
Maine
$1.08M +$1.56K +6 +0.2%
LCGC
1267
Legacy Capital Group California
California
$1.08M -$2.59K -10 -0.3%
IF
1268
Intrua Financial
Texas
$1.08M -$120K -463 -11%
IP
1269
Investment Partners
Ohio
$1.08M -$1.82K -7 -0.2%
GWP
1270
Gateway Wealth Partners
Wisconsin
$1.07M -$2.17M -8,354 -70%
FCIM
1271
Fairview Capital Investment Management
California
$1.07M -$10.4K -40 -1%
SC
1272
SouthState Corp
Florida
$1.07M -$43.8K -169 -4%
MCM
1273
McKinley Capital Management
Alaska
$1.07M -$1.14M -4,383 -55%
PMSA
1274
Patrick M. Sweeney & Associates
Illinois
$1.07M +$936K +3,607 New
RFG
1275
RFP Financial Group
Georgia
$1.06M -$64.1K -247 -6%
49 50
51
52 53