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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
726
Cary Street Partners Investment Advisory
Virginia
$2.58M +$99.9K +459 +4%
MA
727
Modus Advisors
Minnesota
$2.57M +$87.5K +402 +4%
AMG
728
Asset Management Group
Connecticut
$2.57M +$10.2K +47 +0.4%
TCOT
729
Trust Company of Toledo
Ohio
$2.57M +$44.2K +203 +2%
PWP
730
Perfromance Wealth Partners
Illinois
$2.55M +$70.1K +322 +3%
MAM
731
Mystic Asset Management
Rhode Island
$2.54M -$3.7K -17 -0.2%
FFN
732
Focus Financial Network
Minnesota
$2.54M -$72.3K -332 -3%
EWM
733
Evercore Wealth Management
New York
$2.54M +$18.1K +83 +0.8%
MCM
734
McMillion Capital Management
North Carolina
$2.53M -$40.3K -185 -2%
BHC
735
Bowen Hanes & Co
Florida
$2.52M -$307K -1,410 -12%
LSA
736
Leonteq Securities AG
Switzerland
$2.52M -$3.53M -16,209 -61%
MMPW
737
Mitchell McLeod Pugh & Williams
Alabama
$2.51M -$47.5K -218 -2%
AUB
738
Atlantic Union Bankshares
Virginia
$2.51M -$159K -731 -7%
AWM
739
Apollon Wealth Management
South Carolina
$2.5M +$1.05M +4,820 +86%
BCM
740
Beck Capital Management
Texas
$2.49M -$62.3K -286 -3%
IP
741
Ignite Planners
California
$2.49M +$170K +782 +9%
MYLI
742
Meiji Yasuda Life Insurance
Japan
$2.49M – – –
AA
743
ALPS Advisors
Colorado
$2.49M -$58.6K -269 -3%
AA
744
Aire Advisors
California
$2.49M +$1.46M +6,698 +182%
WPP
745
Whalerock Point Partners
Rhode Island
$2.48M -$5.44K -25 -0.2%
SFA
746
Sequoia Financial Advisors
Ohio
$2.47M +$226K +1,039 +11%
CM
747
Capula Management
Cayman Islands
$2.46M -$536K -2,464 -19%
SMC
748
Smith, Moore & Co
Missouri
$2.46M +$672K +3,087 +43%
SC
749
Slow Capital
California
$2.44M +$75.8K +348 +4%
LIM
750
Loudon Investment Management
New Hampshire
$2.44M -$32.7K -150 -1%
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