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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1251
Aureus Asset Management
Massachusetts
$1.38M – – –
ACG
1252
Allen Capital Group
Nebraska
$1.38M -$26.4K -74 -2%
MWA
1253
Midland Wealth Advisors
Illinois
$1.38M -$23.9K -67 -2%
WIC
1254
Wilkins Investment Counsel
Massachusetts
$1.38M -$35.6K -100 -2%
AWA
1255
Acorn Wealth Advisors
Michigan
$1.37M – – –
WT
1256
Washington Trust
Rhode Island
$1.37M -$46.3K -130 -3%
HR
1257
Hardy Reed
Mississippi
$1.37M +$20.7K +58 +1%
DP
1258
Denver PWM
Colorado
$1.37M +$1.48M +4,150 New
PTC
1259
Philadelphia Trust Company
Pennsylvania
$1.37M -$8.17M -22,926 -85%
BP
1260
BBR Partners
New York
$1.37M -$5.34K -15 -0.4%
IC
1261
Inscription Capital
Texas
$1.37M +$1.33M +3,732 New
LF
1262
Lantz Financial
Illinois
$1.36M +$3.56K +10 +0.2%
KJHP
1263
K.J. Harrison & Partners
Ontario, Canada
$1.36M +$44.5K +125 +3%
TYCC
1264
Texas Yale Capital Corp
Florida
$1.36M +$160K +448 +12%
OIA
1265
Optimum Investment Advisors
Illinois
$1.36M -$61.3K -172 -4%
WC
1266
Westhampton Capital
North Carolina
$1.36M -$142K -400 -9%
CV
1267
Counterweight Ventures
North Carolina
$1.35M +$50.6K +142 +4%
BHIA
1268
Birch Hill Investment Advisors
Massachusetts
$1.35M -$7.48K -21 -0.5%
CCA
1269
Cobblestone Capital Advisors
New York
$1.34M -$79.8K -224 -5%
GWANC
1270
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.34M +$441K +1,239 +44%
FCM
1271
Fire Capital Management
California
$1.33M +$42.7K +120 +3%
CIC
1272
Cornercap Investment Counsel
Georgia
$1.33M -$18.5K -52 -1%
MCM
1273
Mainstay Capital Management
Michigan
$1.33M -$29.6K -83 -2%
CWM
1274
Cornerstone Wealth Management
Missouri
$1.33M -$18.5K -52 -1%
SNB
1275
Security National Bank
Nebraska
$1.32M – – –
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