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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1276
Financial Management Network
California
$3.13M +$24.2K +35 +0.9%
RB
1277
Rodgers Brothers
Pennsylvania
$3.12M -$7.62K -11 -0.2%
SCP
1278
Stamos Capital Partners
California
$3.12M -$926K -1,337 -23%
MCM
1279
Mainstay Capital Management
Michigan
$3.12M +$58.2K +84 +2%
CM
1280
Caption Management
Oklahoma
$3.12M +$1.39M +2,000 +83%
BHBT
1281
Burke & Herbert Bank & Trust
Virginia
$3.11M – – –
AO
1282
Advisor OS
Illinois
$3.11M -$285K -412 -9%
OAM
1283
Oak Asset Management
California
$3.11M -$143K -207 -5%
TLP
1284
Trinity Legacy Partners
Texas
$3.1M -$27.7K -40 -1%
RWM
1285
RKL Wealth Management
Pennsylvania
$3.1M +$4.16K +6 +0.1%
WFS
1286
Widmann Financial Services
Maryland
$3.1M -$68.6K -99 -2%
CAI
1287
Capital Advisors Inc
Oklahoma
$3.1M +$459K +663 +18%
TW
1288
ticino wealth
California
$3.1M -$57.5K -83 -2%
FHC
1289
First Heartland Consultants
Missouri
$3.09M +$168K +242 +6%
MFS
1290
Mirabella Financial Services
United Kingdom
$3.08M -$588K -849 -16%
CFG
1291
Cooper Financial Group
California
$3.08M -$158K -228 -5%
AG
1292
AIA Group
Hong Kong
$3.08M -$8.35M -12,058 -74%
IJWM
1293
Inman Jager Wealth Management
Mississippi
$3.07M -$58.9K -85 -2%
SIM
1294
Stratos Investment Management
Ohio
$3.07M -$258K -372 -8%
EFA
1295
Evernest Financial Advisors
Indiana
$3.07M +$49.2K +71 +2%
GDP
1296
Great Diamond Partners
Maine
$3.06M +$2.36M +3,411 +373%
IRAG
1297
Investment Research & Advisory Group
Georgia
$3.05M +$108K +156 +4%
SIA
1298
Sit Investment Associates
Minnesota
$3.05M – – –
CIA
1299
Cascade Investment Advisors
Oregon
$3.04M -$643K -928 -18%
BTD
1300
BankPlus Trust Department
Mississippi
$3.04M -$252K -364 -8%
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