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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
RW
1701
REDW Wealth
New Mexico
$646K -$38.1K -110 -5%
HWAM
1702
Hennion & Walsh Asset Management
New Jersey
$643K -$79.8K -230 -11%
AIM
1703
Athena Investment Management
California
$643K -$8.67K -25 -1%
HWP
1704
Heritage Wealth Partners
Ohio
$640K +$666K +1,922 New
PFGIA
1705
Patriot Financial Group Insurance Agency
Massachusetts
$639K +$25.3K +73 +4%
BFC
1706
Bedel Financial Consulting
Indiana
$639K +$3.47K +10 +0.5%
GAA
1707
Guardian Asset Advisors
Pennsylvania
$638K -$13.5K -39 -2%
EGWAG
1708
Elwood & Goetz Wealth Advisory Group
Georgia
$638K – – –
EM
1709
Excalibur Management
Massachusetts
$635K +$162K +468 +33%
OA
1710
Operose Advisors
Wisconsin
$633K +$94.3K +272 +17%
JWBC
1711
J.W. Burns & Co
New York
$631K -$36.4K -105 -5%
LSA
1712
Leonteq Securities AG
Switzerland
$630K +$514K +1,482 +362%
GFP
1713
Gryphon Financial Partners
Ohio
$625K +$149K +431 +30%
MHWM
1714
Montz Harcus Wealth Management
Louisiana
$625K +$2.08K +6 +0.3%
FBB
1715
Fulton Breakefield Broenniman
Maryland
$624K +$17.3K +50 +3%
HGWM
1716
Horst & Graben Wealth Management
Oregon
$623K +$1.39K +4 +0.2%
LI
1717
LRI Investments
Florida
$621K +$4.85K +14 +0.8%
ESBC
1718
E.S. Barr & Co
Kentucky
$621K +$17.3K +50 +3%
MPIA
1719
Mountain Pacific Investment Advisers
Idaho
$619K +$347 +1 +0.1%
SAF
1720
Smith Anglin Financial
Texas
$617K -$17K -49 -3%
SFO
1721
Stokes Family Office
Louisiana
$615K +$24.3K +70 +4%
FWP
1722
Firethorn Wealth Partners
Georgia
$613K +$1.73K +5 +0.3%
NC
1723
NovaPoint Capital
Georgia
$613K – – –
MSF
1724
Mustard Seed Financial
Arkansas
$612K -$4.51K -13 -0.7%
CMAI
1725
Capital Management Associates Inc
Minnesota
$611K +$1.04K +3 +0.2%
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