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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1876
Cove Private Wealth
New York
$546K +$87.3K +245 +17%
CS
1877
Capital Square
Tennessee
$545K -$52.7K -148 -8%
CA
1878
Cornerstone Advisory
Maryland
$545K -$19.9K -56 -3%
CBB
1879
Citizens Business Bank
California
$545K +$386K +1,084 +191%
AI
1880
AXS Investments
New York
$545K +$24.2K +68 +4%
RIA
1881
Regal Investment Advisors
Michigan
$544K -$464K -1,302 -44%
WPW
1882
Warther Private Wealth
Ohio
$542K +$111K +313 +24%
FFG
1883
Frisch Financial Group
New York
$541K +$62.3K +175 +12%
ARG
1884
Advisory Resource Group
Oklahoma
$540K -$12.8K -36 -2%
LSWP
1885
Liberty Square Wealth Partners
Pennsylvania
$540K +$32.1K +90 +6%
CHA
1886
Cooper/Haims Advisors
New York
$539K +$356 +1 +0.1%
FA
1887
Fiduciary Alliance
South Carolina
$538K -$40.3K -113 -6%
RFA
1888
ROI Financial Advisors
Oregon
$537K +$270K +759 +87%
NRC
1889
New Republic Capital
North Carolina
$537K +$17.5K +49 +3%
DWM
1890
Diversify Wealth Management
Utah
$536K -$88.7K -249 -13%
WA
1891
Wealth Alliance
New York
$536K -$2.85K -8 -0.5%
BIA
1892
Bigelow Investment Advisors
Maine
$535K +$44.2K +124 +8%
ODA
1893
One Degree Advisors
California
$534K +$2.14K +6 +0.4%
JWM
1894
Jeppson Wealth Management
California
$534K -$15.3K -43 -3%
CNB
1895
Camden National Bank
Maine
$533K -$285K -800 -33%
CBA
1896
Coastal Bridge Advisors
Connecticut
$533K +$576K +1,616 New
WA
1897
WealthTrust Axiom
Pennsylvania
$532K +$4.99K +14 +0.9%
RWA
1898
Redhawk Wealth Advisors
Minnesota
$531K +$356 +1 +0.1%
MCWA
1899
Meadow Creek Wealth Advisors
Georgia
$530K +$1.78K +5 +0.3%
SIS
1900
Sound Income Strategies
Florida
$530K -$91.2K -256 -14%
74 75
76
77 78