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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
2351
Crews Bank & Trust
Florida
$1.15M -$8.79K -10 -0.9%
EP
2352
Edgestream Partners
New Jersey
$1.15M -$1.13M -1,284 -54%
DOA
2353
D'Orazio & Associates
Virginia
$1.15M +$4.39K +5 +0.5%
GCA
2354
Greenwood Capital Associates
South Carolina
$1.14M – – –
CWA
2355
CJM Wealth Advisers
Virginia
$1.14M -$3.51K -4 -0.4%
WWG
2356
West Wealth Group
California
$1.14M +$133K +151 +16%
LWANC
2357
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.14M -$41.3K -47 -4%
LFGO
2358
Legacy Financial Group (Oklahoma)
Oklahoma
$1.14M -$3.51K -4 -0.4%
DAC
2359
Dutch Asset Corp
New York
$1.14M +$128K +146 +16%
ACS
2360
Archford Capital Strategies
Illinois
$1.14M +$59.7K +68 +7%
SEP
2361
Southland Equity Partners
Missouri
$1.14M +$28.1K +32 +3%
CFSG
2362
Community Financial Services Group
Vermont
$1.14M +$677K +771 +206%
LT
2363
Legacy Trust
Michigan
$1.14M -$373K -425 -29%
OFA
2364
Onyx Financial Advisors
Idaho
$1.13M +$1.76K +2 +0.2%
SGFG
2365
Silver Grove Financial Group
New York
$1.13M -$81.7K -93 -8%
SW
2366
SkyOak Wealth
Michigan
$1.13M – – –
MFA
2367
Millington Financial Advisors
Illinois
$1.13M -$7.91K -9 -0.7%
XPN
2368
XY Planning Network
Montana
$1.13M -$171K -195 -16%
BCM
2369
Buckhead Capital Management
Georgia
$1.13M +$90.5K +103 +11%
WG
2370
Wellington Group
Indiana
$1.13M – – –
KIM
2371
Kane Investment Management
California
$1.12M +$485K +552 +110%
MWA
2372
Miller Wealth Advisors
Colorado
$1.12M – – –
NBWM
2373
North Berkeley Wealth Management
California
$1.12M – – –
WAOI
2374
Wealth Advisors of Iowa
Iowa
$1.12M – – –
BCP
2375
Blackhawk Capital Partners
Wisconsin
$1.12M -$634K -722 -41%
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