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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1576
Accredited Investors
Minnesota
$781K -$171K -494 -17%
AC
1577
Addison Capital
Pennsylvania
$780K +$97.8K +282 +14%
BLC
1578
Brown, Lisle/Cummings
Rhode Island
$779K -$12.1K -35 -1%
MBTD
1579
Mechanics Bank - Trust Department
California
$779K -$4.85K -14 -0.6%
TWM
1580
Tradition Wealth Management
Minnesota
$779K +$258K +744 +47%
AWA
1581
Arbor Wealth Advisors
Michigan
$778K – – –
VEA
1582
Virtus ETF Advisers
New York
$776K -$101K -290 -11%
WTB
1583
Washington Trust Bank
Washington
$773K -$1.24M -3,590 -61%
WOSD
1584
WFA of San Diego
California
$772K +$804K +2,318 New
ACGA
1585
Atlanta Consulting Group Advisors
Georgia
$769K – – –
CWM
1586
Chesapeake Wealth Management
Virginia
$767K +$799K +2,303 New
CP
1587
Canopy Partners
Ohio
$765K +$22.5K +65 +3%
T
1588
Tidemark
California
$763K +$23.6K +68 +3%
WFAG
1589
Worth Financial Advisory Group
North Carolina
$761K -$34K -98 -4%
RIG
1590
RiverFront Investment Group
Virginia
$760K -$10.4K -30 -1%
QWP
1591
Quotient Wealth Partners
Texas
$760K +$61.4K +177 +8%
GAMC
1592
Garner Asset Management Corp
Texas
$759K +$11.1K +32 +1%
IB
1593
Intrust Bank
Kansas
$758K +$693 +2 +0.1%
MIC
1594
Maxi Investments CY
Cyprus
$757K – – –
CAM
1595
Close Asset Management
United Kingdom
$756K – – –
TF
1596
Tompkins Financial
New York
$756K -$19.4K -56 -2%
BHPW
1597
Beverly Hills Private Wealth
California
$754K – – –
AWM
1598
Aberdeen Wealth Management
Illinois
$754K – – –
CPIG
1599
Chicago Partners Investment Group
Illinois
$750K +$82.2K +237 +12%
PA
1600
PSI Advisors
Florida
$750K +$12.1K +35 +2%
62 63
64
65 66