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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CFIA
2201
Cantor Fitzgerald Investment Advisors
New York
$363K – – –
RCWM
2202
Royal Capital Wealth Management
Indiana
$363K – – –
GI
2203
Gradient Investments
Minnesota
$362K -$24.9K -70 -6%
MFG
2204
Mission Financial Group
Nevada
$361K +$181K +509 New
SP
2205
Stonebrook Private
Michigan
$360K +$13.9K +39 +4%
FA
2206
Financial Advisors
Massachusetts
$359K – – –
SCI
2207
Silver Coast Investments
United States
$359K +$14.2K +40 +4%
API
2208
Asset Planning Inc
California
$359K +$712 +2 +0.2%
CTA
2209
Chesley Taft & Associates
Illinois
$358K -$78K -219 -17%
FPL
2210
Fortress Private Ledger
North Carolina
$358K +$126K +354 +48%
CWA
2211
Clarity Wealth Advisors
California
$357K +$386K +1,083 New
DA
2212
Drake & Associates
Wisconsin
$357K +$62.7K +176 +19%
OL
2213
Optas LLC
Texas
$357K -$103K -290 -21%
SIC
2214
Sterling Investment Counsel
New York
$357K +$162K +456 +73%
OIS
2215
OneAscent Investment Solutions
Alabama
$356K +$384K +1,078 New
MFG
2216
Monte Financial Group
Connecticut
$356K -$20.7K -58 -5%
SCM
2217
Silvant Capital Management
Georgia
$355K – – –
GCA
2218
Greenwood Capital Associates
South Carolina
$354K – – –
I
2219
INVST
Indiana
$354K +$146K +411 +62%
BA
2220
Bristlecone Advisors
Washington
$354K -$11.8K -33 -3%
AT
2221
Arlington Trust
Alabama
$353K – – –
AAP
2222
Arax Advisory Partners
Colorado
$352K -$24.6K -69 -6%
ECM
2223
Elgethun Capital Management
South Dakota
$352K -$10.7K -30 -3%
WTB
2224
Washington Trust Bank
Washington
$352K -$457K -1,282 -55%
PWW
2225
Pettyjohn Wood & White
Virginia
$351K -$178K -500 -32%
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