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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AHC
801
Adell Harriman & Carpenter
Texas
$1.91M +$34.8K +173 +2%
BIM
802
Baldwin Investment Management
Pennsylvania
$1.91M +$336K +1,670 +22%
PA
803
Procyon Advisors
Connecticut
$1.91M +$547K +2,716 +42%
SCM
804
Spreng Capital Management
Ohio
$1.91M +$20.1K +100 +1%
MMHP
805
Murphy Middleton Hinkle & Parker
Georgia
$1.9M -$11.1K -55 -0.6%
JF
806
Jump Financial
Illinois
$1.9M +$1.2M +5,971 +187%
MYLI
807
Meiji Yasuda Life Insurance
Japan
$1.89M -$54.8K -272 -3%
FHB
808
First Hawaiian Bank
Hawaii
$1.89M +$1.04M +5,174 +130%
IRF
809
IBM Retirement Fund
New York
$1.89M -$1.28M -6,378 -41%
FCBT
810
First Citizens Bank & Trust
North Carolina
$1.88M -$214K -1,061 -10%
FWM
811
Focused Wealth Management
New York
$1.88M -$16.7K -83 -0.9%
OA
812
Oxbow Advisors
Texas
$1.86M – – –
PNC
813
Park National Corp
Ohio
$1.86M +$127K +630 +8%
ATC
814
Adirondack Trust Company
New York
$1.86M -$15.1K -75 -0.8%
AF
815
Allworth Financial
California
$1.85M +$97.5K +484 +6%
JWM
816
Jupiter Wealth Management
Colorado
$1.85M +$201K +1,000 +13%
BAM
817
Belpointe Asset Management
Nevada
$1.85M +$526K +2,613 +41%
IP
818
Ignite Planners
California
$1.83M +$1.62M +8,044 New
AIC
819
Argus Investors Counsel
New York
$1.83M -$65.4K -325 -4%
WPW
820
Waldron Private Wealth
Pennsylvania
$1.83M +$990K +4,918 +125%
RA
821
Rational Advisors
New York
$1.83M +$373K +1,850 +26%
MCWS
822
McKinley Carter Wealth Services
West Virginia
$1.83M +$84.8K +421 +5%
NGA
823
Naples Global Advisors
Florida
$1.83M +$3.42K +17 +0.2%
II
824
Inspire Investing
Idaho
$1.82M -$35K -174 -2%
TSWM
825
Triangle Securities Wealth Management
North Carolina
$1.82M -$14.1K -70 -0.8%
31 32
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