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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1526
Prosperitas Financial
California
$1.29M +$854 +2 +0.1%
MAM
1527
Milestone Asset Management
Pennsylvania
$1.29M +$266K +623 +30%
CAM
1528
Covenant Asset Management
New Jersey
$1.29M -$19.6K -46 -2%
PFA
1529
Pathway Financial Advisors
Vermont
$1.29M – – –
LFA
1530
Legacy Financial Advisors
Kentucky
$1.29M +$197K +461 +21%
WP
1531
Waycross Partners
Kentucky
$1.29M – – –
HPBT
1532
Hickory Point Bank & Trust
Illinois
$1.29M -$2.13K -5 -0.2%
BCA
1533
Bay Colony Advisors
Massachusetts
$1.29M -$100K -235 -8%
AFO
1534
Arrowroot Family Office
California
$1.28M -$71.7K -168 -6%
SWA
1535
Sax Wealth Advisors
New Jersey
$1.28M +$30.7K +72 +3%
KFI
1536
Key Financial Inc
Pennsylvania
$1.28M -$42.7K -100 -4%
LWAM
1537
Legacy Wealth Asset Management
Minnesota
$1.28M -$12.8K -30 -1%
TFA
1538
Toth Financial Advisory
Virginia
$1.28M +$427 +1 +0%
CF
1539
Centaurus Financial
California
$1.27M -$442K -1,035 -28%
KA
1540
Klingman & Associates
New York
$1.27M +$16.2K +38 +1%
OWP
1541
ORG Wealth Partners
Texas
$1.27M -$54.2K -127 -5%
LWCFA
1542
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.26M -$147K -345 -12%
GIM
1543
Generali Investments Management
Slovenia
$1.26M – – –
MAMU
1544
Myriad Asset Management US
Florida
$1.26M +$1.13M +2,647 New
KFS
1545
Kurt F. Somerville
$1.26M -$10.7K -25 -0.9%
WCM
1546
Winebrenner Capital Management
Kentucky
$1.26M – – –
UWPG
1547
Ullmann Wealth Partners Group
Florida
$1.26M – – –
YIM
1548
Yoffe Investment Management
Pennsylvania
$1.26M – – –
CAM
1549
Cypress Asset Management
Texas
$1.26M -$3.42K -8 -0.3%
CAL
1550
Capital Analysts LLC
Pennsylvania
$1.25M +$458K +1,072 +69%
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