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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2076
Mindset Wealth Management
Indiana
$1.11M +$244K +352 +29%
IAS
2077
Investment Advisory Services
Texas
$1.11M +$11.8K +17 +1%
SIA
2078
SeaBridge Investment Advisors
New Jersey
$1.11M – – –
BMWS
2079
Brady Martz Wealth Solutions
North Dakota
$1.11M +$308K +444 +40%
RWM
2080
Revisor Wealth Management
Ohio
$1.11M -$107K -154 -9%
FPL
2081
Fortress Private Ledger
North Carolina
$1.1M +$49.2K +71 +5%
WC
2082
Woodstock Corp
Massachusetts
$1.1M – – –
EAM
2083
Empirical Asset Management
Massachusetts
$1.1M -$767K -1,108 -42%
CIM
2084
Contravisory Investment Management
Massachusetts
$1.1M -$30.5K -44 -3%
TFA
2085
Trinity Financial Advisors
Ohio
$1.1M – – –
SWM
2086
Sendero Wealth Management
Texas
$1.1M -$11.8K -17 -1%
GAM
2087
Gould Asset Management
California
$1.09M -$6.93K -10 -0.6%
SEM
2088
Strategic Equity Management
Arizona
$1.09M +$2.08K +3 +0.2%
SA
2089
SAM Advisors
California
$1.09M – – –
SCA
2090
Stonebridge Capital Advisors
Minnesota
$1.09M -$65.1K -94 -6%
HTIM
2091
Harbour Trust & Investment Management
Indiana
$1.09M -$24.2K -35 -2%
MCA
2092
Magnolia Capital Advisors
Mississippi
$1.09M +$104K +150 +11%
JFG
2093
Juno Financial Group
Virginia
$1.09M +$693 +1 +0.1%
LWL
2094
Leo Wealth LLC
Texas
$1.08M +$18.7K +27 +2%
PWA
2095
Pitcairn Wealth Advisors
Pennsylvania
$1.08M – – –
HPBT
2096
Hickory Point Bank & Trust
Illinois
$1.08M -$810K -1,169 -43%
VHAM
2097
Van Hulzen Asset Management
California
$1.07M -$145K -209 -12%
MFA
2098
Millington Financial Advisors
Illinois
$1.07M +$1.39K +2 +0.2%
RF
2099
Rossby Financial
Florida
$1.07M +$99.7K +144 +11%
USB
2100
Union Savings Bank
Connecticut
$1.07M – – –
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