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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1601
Aviso Wealth Management
Washington
$1.56M -$56.7K -102 -4%
HBT
1602
Hills Bank & Trust
Iowa
$1.56M +$118K +212 +8%
1WA
1603
180 Wealth Advisors
Washington
$1.56M +$236K +424 +18%
KA
1604
Klingman & Associates
New York
$1.55M +$30K +54 +2%
TIA
1605
Tiemann Investment Advisors
California
$1.55M -$52.8K -95 -3%
SWMG
1606
Stillwater Wealth Management Group
Florida
$1.55M +$1.05M +1,893 +231%
KIM
1607
Kestra Investment Management
Texas
$1.55M -$38.4K -69 -2%
CAM
1608
Covenant Asset Management
New Jersey
$1.55M -$556 -1 -0%
PB
1609
Prosperity Bancshares
Texas
$1.55M +$1.5M +2,703 New
BA
1610
Bridgewater Advisors
New York
$1.55M +$5.56K +10 +0.4%
CIAS
1611
CFS Investment Advisory Services
New Jersey
$1.55M +$287K +516 +24%
HPBT
1612
Hickory Point Bank & Trust
Illinois
$1.54M – – –
PWMG
1613
Prestige Wealth Management Group
New Jersey
$1.54M +$70K +126 +5%
WAM
1614
Worth Asset Management
Texas
$1.54M +$1.5M +2,690 New
SAW
1615
Signal Advisors Wealth
Michigan
$1.54M +$180K +323 +14%
TFA
1616
Toth Financial Advisory
Virginia
$1.54M +$4.45K +8 +0.3%
WCM
1617
Winebrenner Capital Management
Kentucky
$1.54M +$22.8K +41 +2%
BOS
1618
Bank of Stockton
California
$1.54M -$102K -183 -6%
NFA
1619
Northern Financial Advisors
Michigan
$1.53M -$1.39M -2,498 -48%
PWM
1620
Palumbo Wealth Management
New York
$1.53M +$1.67K +3 +0.1%
PWPS
1621
Pinnacle Wealth Planning Services
Ohio
$1.53M -$28.9K -52 -2%
WTA
1622
Washington Trust Advisors
Massachusetts
$1.52M -$66.1K -119 -4%
UWPG
1623
Ullmann Wealth Partners Group
Florida
$1.52M – – –
NJIM
1624
Nabity-Jensen Investment Management
Nebraska
$1.52M -$173K -312 -11%
AM
1625
AGF Management
Ontario, Canada
$1.52M -$393K -707 -21%
63 64
65
66 67