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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1301
Intrua Financial
Texas
$1.22M -$396K -1,141 -24%
CWM
1302
Circle Wealth Management
New Jersey
$1.21M -$26.7K -77 -2%
RB
1303
Rodgers Brothers
Pennsylvania
$1.21M -$24.3K -70 -2%
PCG
1304
PFC Capital Group
California
$1.21M +$61.7K +178 +5%
RCM
1305
Raleigh Capital Management
North Carolina
$1.21M -$210K -606 -14%
HIP
1306
HUB Investment Partners
Texas
$1.21M +$324K +933 +35%
WMP
1307
Wealth Management Partners
Arizona
$1.2M +$123K +356 +11%
VIG
1308
Vienna Insurance Group
Poland
$1.2M -$257K -740 -17%
TNB
1309
Thomasville National Bank
Georgia
$1.2M -$1.73K -5 -0.1%
UAML
1310
US Asset Management LLC
Pennsylvania
$1.2M -$43.7K -126 -3%
JWCA
1311
J.W. Coons Advisors
Ohio
$1.19M – – –
FPCG
1312
Fort Pitt Capital Group
Pennsylvania
$1.19M +$17.3K +50 +1%
RIA
1313
Regal Investment Advisors
Michigan
$1.19M -$55.8K -161 -4%
GC
1314
Gilbert & Cook
Iowa
$1.19M -$523K -1,508 -30%
BAM
1315
Berkshire Asset Management
Pennsylvania
$1.19M +$227K +655 +23%
BRM
1316
Boston Research & Management
Massachusetts
$1.18M – – –
BAM
1317
Belpointe Asset Management
Nevada
$1.18M +$24.3K +70 +2%
TA
1318
TKG Advisors
Indiana
$1.18M +$15.9K +46 +1%
CAM
1319
Covenant Asset Management
New Jersey
$1.18M -$8.32K -24 -0.7%
SGK
1320
Steigerwald Gordon & Koch
Virginia
$1.18M +$2.08K +6 +0.2%
SHFA
1321
SS&H Financial Advisors
Michigan
$1.17M – – –
PFA
1322
Pathway Financial Advisors
Vermont
$1.17M – – –
WA
1323
Wealth Architects
California
$1.17M -$693 -2 -0.1%
GSEP
1324
Golden State Equity Partners
California
$1.17M +$1.22M +3,509 New
1WM
1325
1900 Wealth Management
Texas
$1.17M +$693 +2 +0.1%
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