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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
1276
Allen Capital Group
Nebraska
$1.57M -$46.7K -140 -3%
OIA
1277
Optimum Investment Advisors
Illinois
$1.56M -$26.7K -80 -2%
GSEP
1278
Golden State Equity Partners
California
$1.56M -$428K -1,285 -24%
MSWM
1279
McGlone Suttner Wealth Management
Wisconsin
$1.56M +$18.3K +55 +1%
RPC
1280
Rossmore Private Capital
Connecticut
$1.56M +$41.7K +125 +3%
SNB
1281
Security National Bank
Nebraska
$1.56M – – –
SRA
1282
Secured Retirement Advisors
Minnesota
$1.56M -$106K -317 -7%
IWA
1283
IVC Wealth Advisors
Pennsylvania
$1.56M -$82.3K -247 -6%
TBA
1284
Tower Bridge Advisors
Pennsylvania
$1.55M -$97.7K -293 -7%
VFM
1285
Viking Fund Management
North Dakota
$1.55M – – –
MFA
1286
Mayflower Financial Advisors
Massachusetts
$1.55M +$25.7K +77 +2%
HWA
1287
HCR Wealth Advisors
California
$1.54M +$67K +201 +5%
SFA
1288
Souders Financial Advisors
Ohio
$1.54M +$86.3K +259 +7%
DIM
1289
Delta Investment Management
California
$1.54M -$12.7K -38 -0.9%
VST
1290
Van Strum & Towne
California
$1.54M – – –
AWMT
1291
AAFMAA Wealth Management & Trust
North Carolina
$1.54M -$628K -1,885 -32%
XWM
1292
Xcel Wealth Management
Florida
$1.54M +$146K +439 +12%
CIC
1293
Cornercap Investment Counsel
Georgia
$1.53M -$32.3K -97 -2%
BAM
1294
Byrne Asset Management
New Jersey
$1.53M +$29K +87 +2%
MS
1295
Maven Securities
Jersey
$1.52M -$1.26M -3,776 -49%
EHC
1296
Everett Harris & Co
California
$1.52M – – –
BTC
1297
Bank & Trust Company
Illinois
$1.52M – – –
BAM
1298
Berkshire Asset Management
Pennsylvania
$1.52M – – –
RP
1299
Rice Partnership
Hawaii
$1.52M +$1.3M +3,913 New
TC
1300
TownSquare Capital
Utah
$1.52M -$10.3M -30,985 -89%
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