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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
901
Corient Capital Partners
California
$820K +$56K +399 +8%
VST
902
Van Strum & Towne
California
$818K – – –
FCFC
903
First Commonwealth Financial Corp
Pennsylvania
$816K – – –
GRP
904
Global Retirement Partners
California
$815K +$11.5K +82 +2%
GPA
905
Garrison Point Advisors
California
$814K -$22.2K -158 -3%
PA
906
PFG Advisors
Arizona
$814K +$20.1K +143 +3%
BAM
907
Belpointe Asset Management
Nevada
$814K +$293K +2,085 +62%
WFM
908
Wolff Financial Management
Michigan
$807K -$5.34K -38 -0.7%
GVAG
909
Great Valley Advisor Group
Delaware
$806K -$16.6K -118 -2%
BCM
910
Bayesian Capital Management
New York
$805K +$759K +5,400 New
FCIM
911
Fairview Capital Investment Management
California
$804K – – –
PA
912
Procyon Advisors
Connecticut
$803K +$9.13K +65 +1%
SFG
913
SevenBridge Financial Group
Pennsylvania
$802K -$62.2K -443 -8%
IP
914
Investment Partners
Ohio
$793K -$256K -1,819 -25%
MJP
915
Michael J. Puzo
$790K -$84.3K -600 -10%
TWP
916
Tempus Wealth Planning
California
$790K – – –
AWM
917
Altium Wealth Management
New York
$787K +$18.4K +131 +3%
BIM
918
Bridges Investment Management
Nebraska
$786K – – –
LWPC
919
Legacy Wealth Partners (California)
California
$783K +$738K +5,253 New
IFWM
920
Institute for Wealth Management
Colorado
$781K -$171K -1,216 -19%
NA
921
Navellier & Associates
Nevada
$776K +$14K +100 +2%
EB
922
Eastern Bank
Massachusetts
$771K +$51.6K +367 +8%
AIP
923
Almanack Investment Partners
Pennsylvania
$770K +$624K +4,443 New
VWA
924
Visionary Wealth Advisors
Illinois
$769K +$86.1K +613 +13%
NQWM
925
Northwest Quadrant Wealth Management
Oregon
$764K +$4.5K +32 +0.6%
35 36
37
38 39