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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1376
Kore Private Wealth
New York
$478K -$9.27K -44 -2%
LC
1377
LCNB Corp
Ohio
$477K -$10.5K -50 -2%
OWM
1378
Opes Wealth Management
California
$477K – – –
ST
1379
Sabal Trust
Florida
$475K -$22.5M -106,958 -98%
GAMC
1380
Garner Asset Management Corp
Texas
$475K +$63.2K +300 +13%
RCM
1381
Raleigh Capital Management
North Carolina
$473K +$53.7K +255 +11%
PP
1382
PrairieView Partners
Minnesota
$472K – – –
MG
1383
Mather Group
Illinois
$472K +$10.7K +51 +2%
MMM
1384
Mendel Money Management
Illinois
$471K +$6.32K +30 +1%
IA
1385
IFG Advisory
Georgia
$471K +$26.3K +125 +5%
PHIC
1386
Pine Haven Investment Counsel
Massachusetts
$469K +$3.79K +18 +0.7%
CA
1387
Clearstead Advisors
Ohio
$467K -$92.1K -437 -14%
PIM
1388
Perpetual Investment Management
Australia
$465K – – –
WCM
1389
Windsor Capital Management
Arizona
$465K – – –
AFG
1390
Allegheny Financial Group
Pennsylvania
$465K +$150K +714 +38%
SNB
1391
Security National Bank
Nebraska
$464K – – –
CM
1392
Castleark Management
Illinois
$463K – – –
CWP
1393
Concord Wealth Partners
Virginia
$460K +$5.9K +28 +1%
HWA
1394
Heritage Wealth Advisors
Virginia
$457K – – –
BFA
1395
Bill Few Associates
Pennsylvania
$457K +$211 +1 +0%
DU
1396
Delphia (USA)
Ontario, Canada
$457K +$68.7K +326 +15%
PP
1397
Paloma Partners
Connecticut
$457K +$501K +2,379 +1,359%
WAL
1398
W Advisors LLC
Tennessee
$456K +$2.95K +14 +0.6%
CAM
1399
Carret Asset Management
New York
$455K -$46.2K -219 -8%
SI
1400
Saxon Interests
Texas
$449K -$49.7K -236 -9%
54 55
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57 58