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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
601
FRG Family Wealth Advisors
Washington
$3.86M – – –
RWS
602
Resolute Wealth Strategies
Mississippi
$3.85M +$4.06M +16,807 New
MAM
603
Marketfield Asset Management
New York
$3.83M – – –
KA
604
Kintegral Advisory
New York
$3.82M -$217K -897 -5%
VF
605
Virtu Financial
New York
$3.82M +$4.03M +16,680 New
PPW
606
Parcion Private Wealth
Washington
$3.81M +$269K +1,112 +7%
ET
607
Equitable Trust
Tennessee
$3.77M – – –
SAM
608
Silvercrest Asset Management
New York
$3.76M +$124K +513 +3%
AF
609
Arrow Financial
New York
$3.75M +$550K +2,275 +16%
PCA
610
Pallas Capital Advisors
Massachusetts
$3.74M +$203K +839 +5%
NMIMC
611
Northwestern Mutual Investment Management Company
Wisconsin
$3.74M +$11.6K +48 +0.3%
B
612
Bailard
California
$3.74M -$6.29K -26 -0.2%
CNBT
613
Canandaigua National Bank & Trust
New York
$3.7M +$3.91M +16,181 New
KFP
614
KMG Fiduciary Partners
Ohio
$3.7M +$157K +648 +4%
MCC
615
Malaga Cove Capital
California
$3.68M -$9.91K -41 -0.3%
RSWM
616
Robertson Stephens Wealth Management
California
$3.68M +$293K +1,210 +8%
FMAEN1
617
Fund Management at Engine No 1
California
$3.68M +$128K +528 +3%
AG
618
Advocate Group
Minnesota
$3.67M +$227K +940 +6%
RC
619
Roundview Capital
New Jersey
$3.62M +$83.2K +344 +2%
SFI
620
Siemens Fonds Invest
Germany
$3.61M -$14.3K -59 -0.4%
LSAG
621
Lake Street Advisors Group
New Hampshire
$3.6M -$15.7K -65 -0.4%
SG
622
Stonnington Group
California
$3.6M +$238K +983 +6%
AWP
623
Ascent Wealth Partners
New York
$3.6M -$16.9K -70 -0.4%
NSIM
624
North Star Investment Management
Illinois
$3.57M -$9.19K -38 -0.2%
GT
625
Greenleaf Trust
Michigan
$3.56M +$169K +699 +5%
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