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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2526
Berkeley Capital Partners
Georgia
$946K +$76.4K +87 +11%
CWM
2527
Chemistry Wealth Management
New York
$946K -$5.27K -6 -0.7%
LCAM
2528
London & Capital Asset Management
United Kingdom
$945K +$199K +226 +34%
TA
2529
Tactive Advisors
Florida
$943K +$307K +350 +65%
WA
2530
Waterford Advisors
New York
$942K – – –
UCB
2531
United Community Bank
South Carolina
$941K -$248K -282 -24%
CTI
2532
Community Trust & Investment
Kentucky
$941K +$91.4K +104 +13%
CRWM
2533
Castle Rock Wealth Management
California
$941K +$99.3K +113 +14%
CAC
2534
Certified Advisory Corp
Florida
$939K +$76.4K +87 +11%
PAG
2535
Private Advisory Group
Washington
$938K +$878 +1 +0.1%
WAM
2536
Winslow Asset Management
Ohio
$937K -$4.39K -5 -0.6%
IWA
2537
Inspirion Wealth Advisors
Illinois
$936K +$9.66K +11 +1%
SC
2538
Sepio Capital
Utah
$933K -$85.2K -97 -10%
NCM
2539
Novare Capital Management
North Carolina
$931K -$24.6K -28 -3%
DO
2540
denkapparat Operations
Germany
$931K – – –
LEA
2541
Legacy Edge Advisors
New York
$930K -$24.6K -28 -3%
TW
2542
Towerpoint Wealth
California
$929K +$479K +545 +167%
EA
2543
Eclectic Associates
California
$928K -$7.03K -8 -0.9%
OFO
2544
OneAscent Family Office
Alabama
$928K +$424K +483 +124%
LGG
2545
Luts & Greenleigh Group
Maryland
$928K -$18.4K -21 -2%
SHGA
2546
Sand Hill Global Advisors
California
$928K -$19.3K -22 -2%
RSVP
2547
Ramsay Stattman Vela & Price
Colorado
$926K -$105K -120 -12%
KOC
2548
Koss-Olinger Consulting
Florida
$926K -$192K -218 -20%
AIFAIM
2549
American Institute for Advanced Investment Management
Arizona
$925K – – –
CWM
2550
ClientFirst Wealth Management
Arkansas
$925K – – –
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102
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