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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1301
Souders Financial Advisors
Ohio
$1.22M +$10.1K +29 +0.8%
IF
1302
Intrua Financial
Texas
$1.22M -$396K -1,141 -24%
CWM
1303
Circle Wealth Management
New Jersey
$1.21M -$26.7K -77 -2%
RB
1304
Rodgers Brothers
Pennsylvania
$1.21M -$24.3K -70 -2%
PCG
1305
PFC Capital Group
California
$1.21M +$61.7K +178 +5%
RCM
1306
Raleigh Capital Management
North Carolina
$1.21M -$210K -606 -14%
HIP
1307
HUB Investment Partners
Texas
$1.21M +$324K +933 +35%
WMP
1308
Wealth Management Partners
Arizona
$1.2M +$123K +356 +11%
VIG
1309
Vienna Insurance Group
Poland
$1.2M -$257K -740 -17%
TNB
1310
Thomasville National Bank
Georgia
$1.2M -$1.73K -5 -0.1%
UAML
1311
US Asset Management LLC
Pennsylvania
$1.2M -$43.7K -126 -3%
JWCA
1312
J.W. Coons Advisors
Ohio
$1.19M – – –
BWM
1313
Bullock Wealth Management
Indiana
$1.19M -$13.9K -40 -1%
FPCG
1314
Fort Pitt Capital Group
Pennsylvania
$1.19M +$17.3K +50 +1%
RIA
1315
Regal Investment Advisors
Michigan
$1.19M -$55.8K -161 -4%
GC
1316
Gilbert & Cook
Iowa
$1.19M -$523K -1,508 -30%
BAM
1317
Berkshire Asset Management
Pennsylvania
$1.19M +$227K +655 +23%
BRM
1318
Boston Research & Management
Massachusetts
$1.18M – – –
BAM
1319
Belpointe Asset Management
Nevada
$1.18M +$24.3K +70 +2%
TA
1320
TKG Advisors
Indiana
$1.18M +$15.9K +46 +1%
CAM
1321
Covenant Asset Management
New Jersey
$1.18M -$8.32K -24 -0.7%
SGK
1322
Steigerwald Gordon & Koch
Virginia
$1.18M +$2.08K +6 +0.2%
SHFA
1323
SS&H Financial Advisors
Michigan
$1.17M – – –
PFA
1324
Pathway Financial Advisors
Vermont
$1.17M – – –
WA
1325
Wealth Architects
California
$1.17M -$693 -2 -0.1%
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