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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1726
Herold Advisors
New York
$755K -$198K -510 -20%
WC
1727
Woodstock Corp
Massachusetts
$755K -$77.6K -200 -9%
MCA
1728
MSH Capital Advisors
Arizona
$752K -$1.94K -5 -0.2%
TFO
1729
Tarbox Family Office
California
$752K +$1.55K +4 +0.2%
IWA
1730
Icon Wealth Advisors
Texas
$751K +$44.6K +115 +6%
GWM
1731
GSB Wealth Management
Connecticut
$750K – – –
AA
1732
AF Advisors
California
$748K – – –
MSCM
1733
McElhenny Sheffield Capital Management
Texas
$747K +$4.27K +11 +0.5%
NCM
1734
NCM Capital Management
New Jersey
$745K – – –
FCFC
1735
First Commonwealth Financial Corp
Pennsylvania
$745K -$19.8K -51 -2%
BAM
1736
Bosun Asset Management
Illinois
$744K +$52.4K +135 +7%
RDWM
1737
Red Door Wealth Management
Tennessee
$741K +$24.8K +64 +3%
CF
1738
Copperwynd Financial
Arizona
$741K +$119K +308 +18%
GFG
1739
Goldstone Financial Group
Illinois
$741K +$178K +460 +29%
SI
1740
Severin Investments
Missouri
$741K +$792K +2,042 New
CAM
1741
Carret Asset Management
New York
$740K -$163K -420 -17%
AWM
1742
Aviso Wealth Management
Washington
$739K +$1.16K +3 +0.1%
SIM
1743
Sentry Investment Management
Wisconsin
$739K -$128K -331 -14%
DIP
1744
Davis Investment Partners
North Carolina
$738K +$254K +656 +45%
6F
1745
626 Financial
Michigan
$737K -$17.5K -45 -2%
GWM
1746
Gibbs Wealth Management
Georgia
$736K +$287K +739 +57%
CS
1747
Capital Square
Tennessee
$735K +$43.8K +113 +7%
CHP
1748
Cable Hill Partners
Oregon
$735K -$88.8K -229 -10%
KCM
1749
Kathmere Capital Management
Pennsylvania
$734K +$188K +486 +32%
PMWMG
1750
Parr McKnight Wealth Management Group
Minnesota
$734K +$784K +2,022 New
68 69
70
71 72