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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1326
XTX Topco
Cayman Islands
$1.24M +$1M +2,809 +294%
PCA
1327
Prosperity Capital Advisors
Ohio
$1.24M -$30.3K -85 -2%
1WM
1328
1858 Wealth Management
Ohio
$1.24M +$148K +416 +12%
SB
1329
Strategic Blueprint
Georgia
$1.24M +$75.5K +212 +6%
CCG
1330
Cypress Capital Group
Florida
$1.23M +$20.7K +58 +2%
PMSA
1331
Patrick M. Sweeney & Associates
Illinois
$1.23M -$1.78K -5 -0.1%
FSA
1332
Fort Sheridan Advisors
Illinois
$1.23M -$58.8K -165 -4%
SFA
1333
Souders Financial Advisors
Ohio
$1.23M +$17.5K +49 +1%
RMP
1334
Richards, Merrill & Peterson
Washington
$1.22M +$30.6K +86 +2%
SWM
1335
Silverlake Wealth Management
Vermont
$1.22M +$16K +45 +1%
BL
1336
Balentine LLC
Georgia
$1.22M +$1.07M +3,000 +437%
VCM
1337
Voleon Capital Management
California
$1.22M +$1.31M +3,685 New
IP
1338
Investment Partners
Ohio
$1.22M +$92.6K +260 +8%
RB
1339
Rodgers Brothers
Pennsylvania
$1.21M +$12.8K +36 +1%
CAI
1340
Capital Advisors Inc
Oklahoma
$1.21M +$250K +702 +24%
CMAI
1341
Capital Management Associates Inc
Minnesota
$1.21M +$658K +1,848 +101%
QCIG
1342
Quad-Cities Investment Group
Iowa
$1.21M +$1.07K +3 +0.1%
FCFC
1343
First Citizens Financial Corp
Iowa
$1.21M -$14.2K -40 -1%
FCIM
1344
Fairview Capital Investment Management
California
$1.21M +$142K +400 +12%
FCBT
1345
First Citizens Bank & Trust
North Carolina
$1.21M -$143K -401 -10%
MTIC
1346
Missouri Trust & Investment Company
Missouri
$1.21M -$12.5K -35 -0.9%
CI
1347
Cherokee Insurance
Michigan
$1.2M – – –
CWM
1348
Circle Wealth Management
New Jersey
$1.2M – – –
JSW
1349
Journey Strategic Wealth
New Jersey
$1.2M -$9.97K -28 -0.8%
PCG
1350
PFC Capital Group
California
$1.2M – – –
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