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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MNBTD
1451
Moody National Bank Trust Division
Texas
$1.92M -$1.16M -2,080 -38%
MHIC
1452
Marble Harbor Investment Counsel
Massachusetts
$1.92M – – –
PWM
1453
Platt Wealth Management
California
$1.92M +$1.86M +3,347 New
TFA
1454
Transamerica Financial Advisors
Florida
$1.92M -$226K -406 -11%
CMTU
1455
Capital Markets Trading (UK)
United Kingdom
$1.91M -$425K -764 -19%
PPWP
1456
Premier Path Wealth Partners
New Jersey
$1.91M +$121K +217 +7%
DIA
1457
Dana Investment Advisors
Wisconsin
$1.91M -$441K -793 -19%
CGH
1458
CMG Global Holdings
Texas
$1.91M -$10.6K -19 -0.7%
AFA
1459
AA Financial Advisors
Ohio
$1.9M +$25.6K +46 +1%
PCG
1460
PFC Capital Group
California
$1.9M +$8.89K +16 +0.5%
SW
1461
SVB Wealth
Massachusetts
$1.9M -$3.33K -6 -0.2%
GFP
1462
Gryphon Financial Partners
Ohio
$1.89M +$267K +480 +17%
PFA
1463
Providence Financial Advisors
Kansas
$1.87M – – –
KA
1464
Kercheville Advisors
Texas
$1.86M +$5.56K +10 +0.3%
BHA
1465
Beech Hill Advisors
New York
$1.86M – – –
CI
1466
Cherokee Insurance
Michigan
$1.86M – – –
APG
1467
Abacus Planning Group
South Carolina
$1.86M +$18.3K +33 +1%
MW
1468
MBL Wealth
North Carolina
$1.86M +$5.56K +10 +0.3%
MMM
1469
Mendel Money Management
Illinois
$1.86M -$30.6K -55 -2%
TIA
1470
Traphagen Investment Advisors
New Jersey
$1.85M -$5.56K -10 -0.3%
ALC
1471
Alexander Labrunerie & Co
Missouri
$1.85M -$2.22K -4 -0.1%
EWM
1472
Evermay Wealth Management
Virginia
$1.85M +$407K +732 +29%
MWA
1473
Midland Wealth Advisors
Illinois
$1.85M -$250K -450 -12%
TPA
1474
Trivium Point Advisory
Connecticut
$1.84M +$77.8K +140 +5%
CCA
1475
Childress Capital Advisors
Texas
$1.84M +$215K +387 +14%
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