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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
851
Lifeworks Advisors
Michigan
$3.4M +$434K +1,120 +14%
GIA
852
Gladstone Institutional Advisory
Florida
$3.4M -$804K -2,073 -18%
AG
853
AlTi Global
New York
$3.4M +$120K +310 +4%
CA
854
Cambridge Advisors
Nebraska
$3.4M -$23.3K -60 -0.6%
HSA
855
HBK Sorce Advisory
Pennsylvania
$3.38M +$34.1K +88 +1%
HI
856
Hudock Inc
Pennsylvania
$3.38M -$81.4K -210 -2%
RIL
857
Rothschild Investment LLC
Illinois
$3.38M +$380K +979 +12%
FM
858
Family Management
New York
$3.37M +$120K +310 +3%
WWP
859
WR Wealth Planners
Missouri
$3.37M -$118K -304 -3%
1SB
860
1ST Source Bank
Indiana
$3.36M -$8.92K -23 -0.2%
CSC
861
Caldwell Sutter Capital
California
$3.36M -$42.3K -109 -1%
PA
862
PFG Advisors
Arizona
$3.35M -$251K -646 -7%
CWP
863
Concord Wealth Partners
Virginia
$3.35M -$22.5K -58 -0.6%
FNBTCON
864
First National Bank & Trust Co of Newtown
Pennsylvania
$3.35M -$138K -357 -4%
AA
865
Aire Advisors
California
$3.34M +$40.7K +105 +1%
CA
866
Cannon Advisors
North Carolina
$3.34M -$101K -261 -3%
PAM
867
Panagora Asset Management
Massachusetts
$3.34M -$12.8M -33,103 -78%
BWM
868
Buckley Wealth Management
Nevada
$3.33M -$60.9K -157 -2%
ZF
869
Zhang Financial
Michigan
$3.32M +$285K +736 +9%
MCWS
870
McKinley Carter Wealth Services
West Virginia
$3.32M -$69.8K -180 -2%
RBWA
871
RFG - Bristol Wealth Advisors
Massachusetts
$3.31M +$3.54M +9,125 New
LAM
872
L2 Asset Management
Massachusetts
$3.3M +$53.1K +137 +2%
GTAM
873
Global Trust Asset Management
Florida
$3.3M -$119K -307 -3%
VSQM
874
V-Square Quantitative Management
Illinois
$3.27M +$26.4K +68 +0.8%
PIM
875
Penobscot Investment Management
Massachusetts
$3.26M -$11.6K -30 -0.3%
33 34
35
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