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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1426
JFS Wealth Advisors
Pennsylvania
$1.18M +$1.94K +5 +0.2%
EW
1427
Evoke Wealth
California
$1.18M +$299K +771 +31%
BCA
1428
Bay Colony Advisors
Massachusetts
$1.18M -$7.37K -19 -0.6%
MBT
1429
Montecito Bank & Trust
California
$1.17M – – –
BF
1430
Brucke Financial
Indiana
$1.17M +$1.22M +3,158 New
AAM
1431
Auxier Asset Management
Oregon
$1.17M – – –
KFS
1432
Keynote Financial Services
Connecticut
$1.17M -$59.3K -153 -5%
GS
1433
GWN Securities
Florida
$1.16M +$1.11M +2,856 New
PWA
1434
Provenance Wealth Advisors
Florida
$1.16M – – –
RCM
1435
Raleigh Capital Management
North Carolina
$1.16M -$116K -299 -9%
TCM
1436
Telos Capital Management
California
$1.15M -$77.6K -200 -6%
TAM
1437
Taurus Asset Management
New York
$1.15M – – –
SAM
1438
SignalPoint Asset Management
Missouri
$1.14M -$1.16K -3 -0.1%
AFO
1439
Arrowroot Family Office
California
$1.14M +$1.22M +3,148 New
WDL
1440
Well Done LLC
Michigan
$1.14M – – –
MFG
1441
Menard Financial Group
Texas
$1.14M +$3.1K +8 +0.3%
HNWAG
1442
High Net Worth Advisory Group
Florida
$1.14M -$296K -764 -20%
DG
1443
DMC Group
Alabama
$1.14M -$93.1K -240 -7%
LA
1444
Legacy Advisors
Pennsylvania
$1.13M – – –
RWA
1445
Rooted Wealth Advisors
Illinois
$1.13M -$32.2K -83 -3%
LWCFA
1446
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.13M -$2.33K -6 -0.2%
TIA
1447
Traphagen Investment Advisors
New Jersey
$1.13M -$48.9K -126 -4%
BMC
1448
Benin Management Corp
Connecticut
$1.12M – – –
VIG
1449
Vienna Insurance Group
Poland
$1.12M -$332K -855 -22%
AM
1450
AGF Management
Ontario, Canada
$1.12M -$357K -921 -23%
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