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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
876
Moneta Group Investment Advisors
Missouri
$1.36M +$328K +1,575 +29%
WA
877
WBH Advisory
Maryland
$1.35M +$625 +3 +0%
H
878
HoyleCohen
California
$1.35M +$93.7K +450 +7%
CCP
879
Corient Capital Partners
California
$1.35M -$22.7K -109 -2%
IWC
880
Integrated Wealth Concepts
Massachusetts
$1.34M +$120K +576 +9%
RA
881
Rational Advisors
New York
$1.34M -$71.4K -343 -5%
IAMOG
882
Investors Asset Management of Georgia
Georgia
$1.34M – – –
SIP
883
Stoneridge Investment Partners
Pennsylvania
$1.34M -$41.7K -200 -3%
VAS
884
Vestmark Advisory Solutions
Massachusetts
$1.34M +$14.8K +71 +1%
EF
885
Empirical Finance
Pennsylvania
$1.33M +$83.9K +403 +6%
DMBA
886
Deseret Mutual Benefit Administrators
Utah
$1.33M +$800K +3,841 +124%
ECM
887
ExodusPoint Capital Management
New York
$1.32M -$9.69M -46,507 -87%
MAM
888
Meeder Asset Management
Ohio
$1.32M -$3.12M -14,967 -68%
CT
889
Coastline Trust
Rhode Island
$1.32M -$1.04K -5 -0.1%
ANB
890
Amarillo National Bank
Texas
$1.31M -$68.7K -330 -5%
EH
891
Equitable Holdings
New York
$1.31M +$97.3K +467 +7%
MPI
892
Mairs & Power Inc
Minnesota
$1.31M -$31.2K -150 -2%
FDS
893
First Dallas Securities
Texas
$1.31M +$65.6K +315 +5%
FPCG
894
Fort Pitt Capital Group
Pennsylvania
$1.3M -$194K -932 -12%
AAM
895
AR Asset Management
California
$1.3M -$21.9K -105 -2%
DLA
896
Douglas Lane & Associates
New York
$1.3M – – –
SCA
897
STALEY CAPITAL ADVISERS
Pennsylvania
$1.3M – – –
HCM
898
Hilton Capital Management
New York
$1.3M -$194K -931 -12%
HIM
899
HawsGoodwin Investment Management
Tennessee
$1.3M -$17.1K -82 -1%
VIA
900
Vident Investment Advisory
Georgia
$1.3M +$443K +2,128 +46%
34 35
36
37 38