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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
776
Consolidated Capital Management
California
$4.41M +$369K +1,107 +11%
JSC
777
Jackson Square Capital
California
$4.39M -$21.3K -64 -0.6%
FCP
778
Fidelis Capital Partners
Florida
$4.38M +$91.7K +275 +3%
BWM
779
BNC Wealth Management
Oregon
$4.38M +$166K +498 +5%
VA
780
VestGen Advisors
Illinois
$4.37M +$238K +714 +7%
WCM
781
Whitener Capital Management
North Carolina
$4.37M +$52.3K +157 +1%
AIP
782
Ameritas Investment Partners
Nebraska
$4.37M -$36K -108 -1%
WANY
783
Wealthspire Advisors (New York)
New York
$4.37M +$2.02M +6,046 +116%
KWM
784
Kingsview Wealth Management
Oregon
$4.33M +$28.7K +86 +0.8%
NAMA
785
Nikko Asset Management Americas
New York
$4.33M -$127K -380 -3%
LNWWM
786
Laird Norton Wetherby Wealth Management
California
$4.33M +$3.72M +11,149 New
SFG
787
SevenBridge Financial Group
Pennsylvania
$4.33M +$509K +1,527 +17%
BOH
788
Bank of Hawaii
Hawaii
$4.31M -$953K -2,858 -20%
MGIA
789
Moneta Group Investment Advisors
Missouri
$4.31M +$52K +156 +1%
SOAMC
790
Spirit of America Management Corp
New York
$4.31M – – –
CW
791
CreativeOne Wealth
Kansas
$4.3M +$626K +1,878 +20%
PA
792
Procyon Advisors
Connecticut
$4.29M -$192K -575 -5%
IA
793
Integrity Alliance
Iowa
$4.28M -$3.05M -9,154 -45%
MCC
794
Money Concepts Capital
Florida
$4.28M -$41.7K -125 -1%
ALAM
795
Asahi Life Asset Management
Japan
$4.28M +$715K +2,145 +24%
SAM
796
Shell Asset Management
Netherlands
$4.28M +$940K +2,819 +34%
CAM
797
CPA Asset Management
Florida
$4.27M – – –
CFD
798
Creative Financial Designs
Indiana
$4.25M +$7.67K +23 +0.2%
SC
799
Slow Capital
California
$4.2M -$4K -12 -0.1%
AMG
800
Asset Management Group
Connecticut
$4.2M +$1.33K +4 +0%
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