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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1301
Nicolet Bankshares
Wisconsin
$898K – – –
MCM
1302
Mitchell Capital Management
Kansas
$898K +$8.95K +33 +1%
FHC
1303
First Heartland Consultants
Missouri
$898K +$22.8K +84 +3%
P
1304
Pitcairn
Pennsylvania
$894K +$203K +749 +30%
CT
1305
Colonial Trust
South Carolina
$888K +$3.53K +13 +0.4%
BA
1306
Birinyi Associates
Connecticut
$887K – – –
WE
1307
Wealth Effects
Massachusetts
$886K +$4.88K +18 +0.6%
FIM
1308
Freedom Investment Management
Connecticut
$885K +$187K +690 +27%
PFSC
1309
Peoples Financial Services Corp
Pennsylvania
$884K +$10.9K +40 +1%
SN
1310
Sittner & Nelson
Oregon
$884K +$543 +2 +0.1%
WTA
1311
Washington Trust Advisors
Massachusetts
$882K +$42.6K +157 +5%
MFG
1312
Menard Financial Group
Texas
$882K +$52.9K +195 +6%
CW
1313
CreativeOne Wealth
Kansas
$882K -$275K -1,012 -24%
RWA
1314
Redhawk Wealth Advisors
Minnesota
$879K +$614K +2,265 +237%
FNB
1315
Farmers National Bank
Kentucky
$874K -$111K -411 -11%
VWA
1316
Visionary Wealth Advisors
Illinois
$872K -$18.4K -68 -2%
MA
1317
MONECO Advisors
Connecticut
$871K +$139K +514 +19%
RPC
1318
Rossmore Private Capital
Connecticut
$871K +$18.7K +69 +2%
NAS
1319
Nicolet Advisory Services
Wisconsin
$869K +$1.63K +6 +0.2%
CPA
1320
Cardiff Park Advisors
California
$868K +$3.25K +12 +0.4%
CWP
1321
Cyndeo Wealth Partners
Florida
$868K +$83.8K +309 +11%
CAMV
1322
Concord Asset Management (Virginia)
Virginia
$868K +$862K +3,178 New
SFG
1323
Summit Financial Group
West Virginia
$867K -$4.07K -15 -0.5%
PFA
1324
Pathway Financial Advisors
Vermont
$866K – – –
MFG
1325
Magnus Financial Group
New York
$866K +$14.4K +53 +2%
51 52
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