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Caterpillar

Name Holding Trade Value Shares
Change
Change in
Stake
UCI
1376
Uncommon Cents Investing
Wisconsin
$908K +$419K +1,615 +111%
BW
1377
Bison Wealth
Georgia
$906K +$236K +910 +42%
BA
1378
Ballast Advisors
Minnesota
$904K -$25.7K -99 -3%
MIC
1379
Means Investment Company
Maine
$903K +$28.3K +109 +4%
FFO
1380
Fiduciary Family Office
Florida
$903K +$792K +3,054 New
VRM
1381
Vectors Research Management
New York
$902K +$791K +3,051 New
KA
1382
KLCM Advisors
Wisconsin
$901K -$10.9K -42 -1%
GA
1383
Geller Advisors
New York
$898K -$6.49K -25 -0.8%
TCA
1384
Transcend Capital Advisors
New Jersey
$897K -$428K -1,651 -35%
BMC
1385
Benin Management Corp
Connecticut
$896K +$11.2K +43 +1%
WP
1386
WMS Partners
Maryland
$893K +$4.15K +16 +0.5%
RWMG
1387
Redwood Wealth Management Group
New Jersey
$893K +$59.1K +228 +8%
CIC
1388
Carnegie Investment Counsel
Ohio
$892K +$13.5K +52 +2%
MFC
1389
Mechanics Financial Corp
Ohio
$892K +$19.7K +76 +3%
TFA
1390
Toth Financial Advisory
Virginia
$892K -$766K -2,951 -49%
HBW
1391
Hazlett, Burt & Watson
West Virginia
$889K +$13K +50 +2%
AIC
1392
Archer Investment Corporation
Indiana
$887K -$24.1K -93 -3%
SAM
1393
Sawgrass Asset Management
Florida
$887K -$99.9K -385 -11%
SACTSONJ
1394
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$887K – – –
RL
1395
Rogco LP
Oklahoma
$886K +$21K +81 +3%
TF
1396
Threadgill Financial
Texas
$882K +$6.75K +26 +0.9%
NL
1397
NVWM LLC
Pennsylvania
$879K -$17.9K -69 -2%
HW
1398
Hancock Whitney
Mississippi
$878K -$19.2K -74 -2%
HA
1399
Harfst & Associates
Wyoming
$873K – – –
TYCC
1400
Texas Yale Capital Corp
Florida
$873K +$5.71K +22 +0.8%