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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
851
Fidelis Capital Partners
Florida
$3.06M -$12.5K -35 -0.3%
CSC
852
Caldwell Sutter Capital
California
$3.05M +$1.43K +4 +0%
FNBTCON
853
First National Bank & Trust Co of Newtown
Pennsylvania
$3.04M -$3.56K -10 -0.1%
CW
854
CreativeOne Wealth
Kansas
$3.03M +$364K +1,022 +13%
BWM
855
Buckley Wealth Management
Nevada
$3.03M – – –
WIA
856
World Investment Advisors
California
$3M -$441K -1,238 -12%
AWA
857
Arete Wealth Advisors
Illinois
$2.99M +$682K +1,916 +27%
MCWS
858
McKinley Carter Wealth Services
West Virginia
$2.99M -$33.5K -94 -1%
YIH
859
Y-Intercept (HK)
Hong Kong
$2.98M +$236K +662 +8%
AA
860
Aire Advisors
California
$2.97M -$71.2K -200 -2%
MCM
861
Mill Capital Management
North Carolina
$2.97M -$263K -738 -8%
BIM
862
Baldwin Investment Management
Pennsylvania
$2.96M +$426K +1,195 +15%
SDIC
863
South Dakota Investment Council
South Dakota
$2.96M – – –
FFA
864
Fairfield Financial Advisors
Massachusetts
$2.95M +$601K +1,686 +23%
CA
865
Cannon Advisors
North Carolina
$2.95M -$101K -283 -3%
PIM
866
Penobscot Investment Management
Massachusetts
$2.94M -$21.4K -60 -0.7%
DWA
867
Douglass Winthrop Advisors
New York
$2.93M -$6.05K -17 -0.2%
KFP
868
KMG Fiduciary Partners
Ohio
$2.93M +$1.71M +4,794 +117%
ALAM
869
Asahi Life Asset Management
Japan
$2.93M -$13.5K -38 -0.4%
A
870
AlphaQuest
New York
$2.92M +$2.54M +7,126 +411%
FIA
871
Foundations Investment Advisors
Arizona
$2.92M +$412K +1,157 +15%
HHAM
872
HITE Hedge Asset Management
Massachusetts
$2.91M -$841K -2,360 -21%
SCM
873
Schnieders Capital Management
California
$2.9M -$356K -1,000 -10%
WBC
874
Westpac Banking Corp
Australia
$2.89M – – –
AG
875
AlTi Global
New York
$2.89M -$145K -406 -4%
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