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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
651
Jackson Square Capital
California
$10.7M +$3.9M +5,629 +60%
CAM
652
Columbia Asset Management
Michigan
$10.7M -$17.3K -25 -0.2%
ACP
653
Albar Capital Partners
United Kingdom
$10.7M -$25.6M -36,980 -71%
DI
654
DKRT Investments
$10.6M – – –
KFBMI
655
Kentucky Farm Bureau Mutual Insurance
Kentucky
$10.6M – – –
RC
656
RBF Capital
California
$10.6M – – –
TWA
657
TCI Wealth Advisors
Arizona
$10.6M -$70K -101 -0.7%
FCP
658
Fidelis Capital Partners
Florida
$10.6M +$878K +1,268 +9%
NMIMC
659
Northwestern Mutual Investment Management Company
Wisconsin
$10.5M -$45K -65 -0.4%
IA
660
Integrity Alliance
Iowa
$10.5M -$1.51M -2,179 -13%
MAS
661
Meeder Advisory Services
Ohio
$10.5M +$91.4K +132 +0.9%
LFG
662
Larson Financial Group
Missouri
$10.5M +$1.31M +1,886 +15%
SFM
663
Signet Financial Management
New Jersey
$10.4M -$380K -549 -4%
SG
664
StoneX Group
New York
$10.4M -$6.65M -9,596 -40%
HCM
665
Hilton Capital Management
New York
$10.4M +$229K +330 +2%
LSA
666
L & S Advisors
California
$10.4M +$1.36M +1,964 +16%
FPAS
667
Focus Partners Advisor Solutions
Missouri
$10.3M +$2M +2,884 +25%
GLA
668
Great Lakes Advisors
Illinois
$10.3M -$270K -390 -3%
AG
669
Advocate Group
Minnesota
$10.3M -$612K -883 -6%
FSA
670
Franklin Street Advisors
North Carolina
$10.3M +$5.69M +8,222 +131%
LCM
671
Laurion Capital Management
New York
$10.3M +$10M +14,499 New
FM
672
Foster & Motley
Ohio
$10.3M -$724K -1,046 -7%
VI
673
Vestcor Inc
New Brunswick, Canada
$10.2M +$2.08M +3,007 +26%
FLI
674
Family Legacy Inc
South Carolina
$10.2M -$869K -1,254 -8%
RIM
675
Reliant Investment Management
Tennessee
$10.2M -$10.4K -15 -0.1%
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