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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BDPWM
1576
Barnes Dennig Private Wealth Management
Ohio
$3M -$91.4K -104 -4%
EI
1577
EFG International
$2.99M -$370K -421 -13%
VHAM
1578
Van Hulzen Asset Management
California
$2.99M +$1.14M +1,293 +85%
ML
1579
McAdam LLC
Pennsylvania
$2.99M +$223K +254 +10%
CFO
1580
CVA Family Office
Colorado
$2.98M +$7.91K +9 +0.3%
PC
1581
Peavine Capital
Nevada
$2.98M – – –
LPT
1582
Legacy Private Trust
Wisconsin
$2.98M +$476K +542 +24%
CA
1583
Claris Advisors
Missouri
$2.98M -$878 -1 -0%
WHG
1584
Westwood Holdings Group
Texas
$2.97M -$1.09M -1,242 -31%
MWA
1585
Midland Wealth Advisors
Illinois
$2.97M -$73.8K -84 -3%
CP
1586
Creekside Partners
California
$2.97M – – –
GP
1587
Gallo Partners
New Jersey
$2.96M -$259K -295 -10%
HWAM
1588
Hennion & Walsh Asset Management
New Jersey
$2.96M -$131K -149 -5%
1NWS
1589
1 North Wealth Services
Maryland
$2.95M -$245K -279 -9%
PB
1590
Prosperity Bancshares
Texas
$2.94M -$5.27K -6 -0.2%
TWA
1591
Trace Wealth Advisors
California
$2.94M – – –
CWM
1592
Cranbrook Wealth Management
Michigan
$2.93M -$10.5K -12 -0.4%
CGH
1593
CMG Global Holdings
Texas
$2.92M +$5.27K +6 +0.2%
MTIC
1594
Missouri Trust & Investment Company
Missouri
$2.92M -$13.2K -15 -0.4%
APG
1595
Abacus Planning Group
South Carolina
$2.92M -$195K -222 -8%
VCP
1596
Verus Capital Partners
Arizona
$2.9M +$25.5K +29 +1%
MI
1597
Markowski Investments
Florida
$2.9M +$2.39M +2,722 New
PCP
1598
Proficio Capital Partners
Massachusetts
$2.9M +$1.76M +2,007 +281%
FIB
1599
First Interstate Bank
Montana
$2.89M -$65K -74 -3%
PWM
1600
Palumbo Wealth Management
New York
$2.88M +$32.5K +37 +1%
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