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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1301
CNB Bank
Pennsylvania
$899K -$19K -70 -2%
NB
1302
Nicolet Bankshares
Wisconsin
$898K – – –
MCM
1303
Mitchell Capital Management
Kansas
$898K +$8.95K +33 +1%
FHC
1304
First Heartland Consultants
Missouri
$898K +$22.8K +84 +3%
P
1305
Pitcairn
Pennsylvania
$894K +$203K +749 +30%
CT
1306
Colonial Trust
South Carolina
$888K +$3.53K +13 +0.4%
BA
1307
Birinyi Associates
Connecticut
$887K – – –
WE
1308
Wealth Effects
Massachusetts
$886K +$4.88K +18 +0.6%
FIM
1309
Freedom Investment Management
Connecticut
$885K +$187K +690 +27%
PFSC
1310
Peoples Financial Services Corp
Pennsylvania
$884K +$10.9K +40 +1%
SN
1311
Sittner & Nelson
Oregon
$884K +$543 +2 +0.1%
WTA
1312
Washington Trust Advisors
Massachusetts
$882K +$42.6K +157 +5%
MFG
1313
Menard Financial Group
Texas
$882K +$52.9K +195 +6%
CW
1314
CreativeOne Wealth
Kansas
$882K -$275K -1,012 -24%
RWA
1315
Redhawk Wealth Advisors
Minnesota
$879K +$614K +2,265 +237%
FNB
1316
Farmers National Bank
Kentucky
$874K -$111K -411 -11%
VWA
1317
Visionary Wealth Advisors
Illinois
$872K -$18.4K -68 -2%
MA
1318
MONECO Advisors
Connecticut
$871K +$139K +514 +19%
RPC
1319
Rossmore Private Capital
Connecticut
$871K +$18.7K +69 +2%
NAS
1320
Nicolet Advisory Services
Wisconsin
$869K +$1.63K +6 +0.2%
CPA
1321
Cardiff Park Advisors
California
$868K +$3.25K +12 +0.4%
CWP
1322
Cyndeo Wealth Partners
Florida
$868K +$83.8K +309 +11%
CAMV
1323
Concord Asset Management (Virginia)
Virginia
$868K +$862K +3,178 New
SFG
1324
Summit Financial Group
West Virginia
$867K -$4.07K -15 -0.5%
PFA
1325
Pathway Financial Advisors
Vermont
$866K – – –
51 52
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