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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
NA
801
Nordwand Advisors
Pennsylvania
$4.19M +$3.46M +10,380 +2,471%
BWAM
802
Boyd Watterson Asset Management
Ohio
$4.18M +$11K +33 +0.3%
SWM
803
Spire Wealth Management
Virginia
$4.17M -$1.4M -4,186 -28%
GI
804
GAMMA Investing
California
$4.16M -$199K -597 -5%
PA
805
Profund Advisors
Maryland
$4.15M +$432K +1,297 +14%
SCA
806
Stokes Capital Advisors
South Carolina
$4.15M -$83K -249 -2%
MAM
807
Mystic Asset Management
Rhode Island
$4.12M +$1.67K +5 +0%
ONB
808
Old National Bancorp
Indiana
$4.11M -$32K -96 -0.9%
ACIM
809
Azimuth Capital Investment Management
Michigan
$4.1M -$413K -1,240 -10%
LSA
810
Leonteq Securities AG
Switzerland
$4.1M +$941K +2,824 +37%
SVWAG
811
Sound View Wealth Advisors Group
Georgia
$4.08M -$405K -1,215 -10%
MWM
812
Mission Wealth Management
California
$4.07M -$44.3K -133 -1%
WPP
813
Whalerock Point Partners
Rhode Island
$4.07M +$43.3K +130 +1%
BBA
814
BLB&B Advisors
Pennsylvania
$4.06M -$24K -72 -0.7%
MSA
815
MUFG Securities Americas
New York
$4.05M +$654K +1,963 +23%
TW
816
TritonPoint Wealth
Maryland
$4.04M -$84.3K -253 -2%
FFN
817
Focus Financial Network
Minnesota
$4.02M -$170K -510 -5%
WIA
818
World Investment Advisors
California
$4.02M +$418K +1,255 +14%
GH
819
GAM Holding
Switzerland
$4.01M -$1.5M -4,498 -30%
CIA
820
Choate Investment Advisors
Massachusetts
$4.01M +$883K +2,648 +34%
PA
821
Parallel Advisors
California
$4.01M +$29.3K +88 +0.9%
MCWS
822
McKinley Carter Wealth Services
West Virginia
$4M +$416K +1,247 +14%
OCAM
823
Onex Canada Asset Management
Ontario, Canada
$4M +$57.7K +173 +2%
ZF
824
Zhang Financial
Michigan
$4M -$64.3K -193 -2%
NGA
825
Naples Global Advisors
Florida
$3.99M +$11K +33 +0.3%
31 32
33
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