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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1351
Taurus Asset Management
New York
$1.19M -$95.9K -300 -8%
BA
1352
Birinyi Associates
Connecticut
$1.19M – – –
TIA
1353
Traphagen Investment Advisors
New Jersey
$1.19M +$959 +3 +0.1%
CIM
1354
Corda Investment Management
Texas
$1.19M +$1.04M +3,243 New
MBT
1355
Montecito Bank & Trust
California
$1.19M +$26.5K +83 +3%
AAM
1356
Auxier Asset Management
Oregon
$1.18M – – –
AIM
1357
Aspen Investment Management
Michigan
$1.18M -$79.9K -250 -7%
RPC
1358
Rossmore Private Capital
Connecticut
$1.18M +$9.59K +30 +0.9%
WE
1359
Wealth Effects
Massachusetts
$1.18M +$320 +1 +0%
CT
1360
Colonial Trust
South Carolina
$1.17M +$11.2K +35 +1%
KWMG
1361
King Wealth Management Group
Florida
$1.17M +$15K +47 +1%
WAM
1362
WealthTrust Asset Management
Florida
$1.17M -$52.4K -164 -5%
EP
1363
Eudaimonia Partners
Tennessee
$1.17M -$22.4K -70 -2%
CB
1364
CNB Bank
Pennsylvania
$1.16M -$38.4K -120 -4%
GG
1365
Gleason Group
Kentucky
$1.16M -$75.7K -237 -7%
PWA
1366
Provenance Wealth Advisors
Florida
$1.16M +$7.99K +25 +0.8%
SAM
1367
SignalPoint Asset Management
Missouri
$1.16M +$639 +2 +0.1%
GPA
1368
Guerra Pan Advisors
New Jersey
$1.16M +$164K +513 +19%
VWM
1369
Venturi Wealth Management
Texas
$1.16M +$793K +2,481 +365%
1WA
1370
180 Wealth Advisors
Washington
$1.15M +$282K +883 +39%
MJP
1371
Michael J. Puzo
$1.15M -$79.9K -250 -7%
SFG
1372
Summit Financial Group
West Virginia
$1.15M -$67.1K -210 -6%
MCM
1373
Mitchell Capital Management
Kansas
$1.15M -$47.9K -150 -5%
WCM
1374
Washburn Capital Management
Florida
$1.15M +$119K +372 +13%
MFG
1375
Menard Financial Group
Texas
$1.14M -$101K -316 -9%
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