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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HW
1501
Hancock Whitney
Mississippi
$920K +$78.7K +221 +9%
CP
1502
Creekside Partners
California
$916K +$712 +2 +0.1%
KA
1503
KLCM Advisors
Wisconsin
$916K – – –
WDC
1504
Woodward Diversified Capital
California
$913K +$55.2K +155 +6%
SN
1505
Sittner & Nelson
Oregon
$912K +$356 +1 +0%
LWAM
1506
Legacy Wealth Asset Management
Minnesota
$909K -$16.7K -47 -2%
SI
1507
Saxon Interests
Texas
$907K -$192K -539 -16%
GWAG
1508
Garrett Wealth Advisory Group
Texas
$907K +$456K +1,281 +87%
PF
1509
Prosperitas Financial
California
$907K -$21K -59 -2%
TWA
1510
Trace Wealth Advisors
California
$907K – – –
HBT
1511
Heartland Bank & Trust
Illinois
$906K -$72.7K -204 -7%
RWA
1512
Rooted Wealth Advisors
Illinois
$906K +$12.5K +35 +1%
AGAM
1513
Audent Global Asset Management
California
$906K +$449K +1,261 +85%
SAM
1514
Synergy Asset Management
Washington
$906K +$356 +1 +0%
TWM
1515
Tradition Wealth Management
Minnesota
$903K +$15.3K +43 +2%
KFI
1516
Key Financial Inc
Pennsylvania
$903K – – –
LJHT
1517
Laurie J. Hall Trustee
$901K -$16.7K -47 -2%
TAM
1518
Titleist Asset Management
Texas
$901K -$118K -330 -11%
HA
1519
Herold Advisors
New York
$900K +$231K +649 +31%
JIC
1520
Joel Isaacson & Co
New York
$900K +$356 +1 +0%
WTA
1521
Washington Trust Advisors
Massachusetts
$899K – – –
VRM
1522
Vectors Research Management
New York
$896K +$28.5K +80 +3%
KFS
1523
Kurt F. Somerville
$895K – – –
CGH
1524
CMG Global Holdings
Texas
$893K -$18.5K -52 -2%
VIG
1525
Vienna Insurance Group
Poland
$891K -$135K -380 -12%
59 60
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62 63