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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1476
Sawgrass Asset Management
Florida
$962K -$12.8K -36 -1%
AIP
1477
Alexis Investment Partners
Texas
$960K -$163K -459 -14%
GM
1478
GeoWealth Management
Illinois
$958K -$149K -418 -13%
PPWP
1479
Premier Path Wealth Partners
New Jersey
$956K -$126K -353 -11%
MYLI
1480
Meiji Yasuda Life Insurance
Japan
$954K -$841K -2,362 -45%
RL
1481
Rogco LP
Oklahoma
$953K -$31.3K -88 -3%
PWPS
1482
Pinnacle Wealth Planning Services
Ohio
$950K +$19.9K +56 +2%
EWA
1483
Elevate Wealth Advisory
Georgia
$944K -$374K -1,051 -27%
CAM
1484
Covenant Asset Management
New Jersey
$944K -$4.63K -13 -0.5%
MFC
1485
Mechanics Financial Corp
Ohio
$944K – – –
CFA
1486
Capstone Financial Advisors
Illinois
$943K +$1.43K +4 +0.1%
RFG
1487
RFP Financial Group
Georgia
$943K +$712 +2 +0.1%
CFGW
1488
Chancellor Financial Group WB
Pennsylvania
$943K +$1.43K +4 +0.1%
HWA
1489
Heartwood Wealth Advisors
Virginia
$941K -$17.8K -50 -2%
CIA
1490
Compass Ion Advisors
Pennsylvania
$941K -$38.1K -107 -4%
TF
1491
Tudor Financial
Ohio
$941K -$8.9K -25 -0.9%
KSB
1492
Kennebec Savings Bank
Maine
$941K +$45.2K +127 +5%
DA
1493
Denali Advisors
California
$935K -$6.05K -17 -0.6%
BI
1494
Ballast Inc
Kentucky
$932K -$712 -2 -0.1%
PIMG
1495
Patriot Investment Management Group
Tennessee
$924K +$3.56K +10 +0.4%
PC
1496
Peavine Capital
Nevada
$923K – – –
PFSC
1497
Peoples Financial Services Corp
Pennsylvania
$923K -$38.5K -108 -4%
TCB
1498
Texas Capital Bancshares
Texas
$922K -$12.8K -36 -1%
FNB
1499
Farmers National Bank
Kentucky
$921K -$12.1K -34 -1%
BAM
1500
Blueshift Asset Management
New Jersey
$921K +$316K +886 +46%
58 59
60
61 62