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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3951
Walsh & Associates
Florida
$92.6K -$878 -1 -1%
P
3952
Palladiem
Pennsylvania
$87.5K -$43.9K -50 -38%
RA
3953
RiverPark Advisors
New York
$86.3K -$31.6K -36 -31%
SFG
3954
Strive Financial Group
Indiana
$83.1K – – –
HHGA
3955
Halbert Hargrove Global Advisors
California
$82.4K +$2.63K +3 +4%
TIM
3956
Thompson Investment Management
Wisconsin
$79.9K – – –
SIP
3957
Sellwood Investment Partners
Oregon
$78.8K – – –
EWM
3958
Evolution Wealth Management
Florida
$77.7K +$2.63K +3 +4%
MAM
3959
Marquette Asset Management
Minnesota
$76.7K – – –
MUMSS
3960
Mitsubishi UFJ Morgan Stanley Securities
Japan
$75.6K -$172K -196 -73%
TC
3961
Toews Corporation
New Jersey
$75.6K +$62.4K +71 New
AWM
3962
Activest Wealth Management
Florida
$74.5K -$261K -297 -81%
FNWA
3963
Financial Network Wealth Advisors
Utah
$73.5K -$6.15K -7 -9%
BFS
3964
Bare Financial Services
Pennsylvania
$71.3K +$22.8K +26 +63%
1IA
3965
1620 Investment Advisors
Massachusetts
$70.3K – – –
T2I
3966
Turim 21 Investimentos
Brazil
$69.2K – – –
MIM
3967
Manitou Investment Management
Ontario, Canada
$69.2K – – –
DCM
3968
Dorato Capital Management
Colorado
$68.6K – – –
GWS
3969
Greykasell Wealth Strategies
California
$68.2K – – –
PWMA
3970
Pension & Wealth Management Advisors
Massachusetts
$66.3K +$54.5K +62 New
KCM
3971
Key Capital Management
Tennessee
$66K -$1.76K -2 -3%
MS
3972
Monetary Solutions
Ohio
$65.3K – – –
AI
3973
Atomic Invest
New York
$63.9K -$15.8K -18 -23%
ACA
3974
American Capital Advisory
Idaho
$63.2K -$71.2K -81 -58%
PS
3975
Planning Strategies
Pennsylvania
$61.8K +$51K +58 New
157 158
159
160 161