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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
826
Family Management
New York
$4.67M -$164K -383 -4%
RMDI
827
R.M. Davis Inc
Maine
$4.66M +$2.59M +6,074 +165%
EWM
828
Evercore Wealth Management
New York
$4.64M +$3.84K +9 +0.1%
AG
829
AlTi Global
New York
$4.63M +$406K +950 +11%
SFO
830
Stenger Family Office
Illinois
$4.63M +$586K +1,373 +19%
CRC
831
Curi RMB Capital
Illinois
$4.6M +$148K +346 +4%
1SB
832
1ST Source Bank
Indiana
$4.59M +$78.1K +183 +2%
PA
833
Parallel Advisors
California
$4.57M -$312K -732 -7%
CA
834
Cumberland Advisors
Florida
$4.56M – – –
WTFG
835
Wells Trecaso Financial Group
Ohio
$4.56M -$3.23M -7,561 -44%
PP
836
Prudential plc
United Kingdom
$4.53M -$115K -269 -3%
PA
837
Profund Advisors
Maryland
$4.52M -$519K -1,215 -11%
SCM
838
Schnieders Capital Management
California
$4.51M +$133K +311 +3%
WBC
839
Westpac Banking Corp
Australia
$4.49M +$2.74M +6,413 +214%
JSC
840
Jackson Square Capital
California
$4.48M -$818K -1,916 -17%
HFM
841
Hartford Financial Management
Connecticut
$4.47M -$114K -267 -3%
CA
842
Cannon Advisors
North Carolina
$4.46M -$92.2K -216 -2%
BFA
843
Brendel Financial Advisors
New Hampshire
$4.44M +$103K +242 +3%
UCMOK
844
United Capital Management of KS
Kansas
$4.43M -$893K -2,091 -18%
NP
845
Nilsine Partners
Colorado
$4.43M +$90.5K +212 +2%
PH
846
Pinnacle Holdings
Oklahoma
$4.41M -$16.2K -38 -0.4%
ISB
847
Iowa State Bank
Iowa
$4.4M -$99.5K -233 -2%
ALAM
848
Asahi Life Asset Management
Japan
$4.39M -$779K -1,825 -17%
CWP
849
Concord Wealth Partners
Virginia
$4.38M -$212K -496 -5%
BWM
850
Buckley Wealth Management
Nevada
$4.37M -$17.1K -40 -0.4%
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