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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1401
Avior Wealth Management
Nebraska
$1.58M +$1.71K +4 +0.1%
FCBT
1402
First Citizens Bank & Trust
North Carolina
$1.58M -$13.2K -31 -0.9%
PCG
1403
PFC Capital Group
California
$1.57M +$85.4K +200 +6%
FH
1404
FWG Holdings
Florida
$1.57M +$35K +82 +3%
MMM
1405
Mendel Money Management
Illinois
$1.57M -$8.54K -20 -0.6%
OWM
1406
Orca Wealth Management
Florida
$1.57M +$4.7K +11 +0.3%
LA
1407
LexAurum Advisors
Kansas
$1.57M +$15.4K +36 +1%
AIA
1408
Affinity Investment Advisors
California
$1.57M -$44.8K -105 -3%
AFA
1409
AA Financial Advisors
Ohio
$1.56M +$109K +255 +8%
DLA
1410
Douglas Lane & Associates
New York
$1.56M -$186K -435 -12%
PFA
1411
Providence Financial Advisors
Kansas
$1.56M +$1.4M +3,272 New
TCM
1412
Telos Capital Management
California
$1.55M -$85.8K -201 -6%
CI
1413
Cherokee Insurance
Michigan
$1.55M -$171K -400 -11%
BHA
1414
Beech Hill Advisors
New York
$1.55M – – –
TIA
1415
Traphagen Investment Advisors
New Jersey
$1.55M -$10.7K -25 -0.8%
CAI
1416
Capital Advisors Inc
Oklahoma
$1.55M +$14.9K +35 +1%
KCM
1417
Kathmere Capital Management
Pennsylvania
$1.55M +$119K +279 +9%
ALC
1418
Alexander Labrunerie & Co
Missouri
$1.55M -$7.68K -18 -0.6%
MW
1419
MBL Wealth
North Carolina
$1.54M +$497K +1,164 +56%
AAM
1420
Auxier Asset Management
Oregon
$1.54M – – –
APG
1421
Abacus Planning Group
South Carolina
$1.53M +$8.54K +20 +0.6%
RF
1422
Roxbury Financial
New Jersey
$1.53M -$29.9K -70 -2%
SN
1423
Sittner & Nelson
Oregon
$1.53M +$854 +2 +0.1%
LAM
1424
L2 Asset Management
Massachusetts
$1.53M – – –
BIG
1425
Brookwood Investment Group
Arizona
$1.53M +$73K +171 +6%
55 56
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