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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
Altium Wealth Management
New York
$1.49M +$72.9K +352 +6%
CFA
902
Cahill Financial Advisors
Minnesota
$1.48M +$8.9K +43 +0.7%
NFP
903
Novak Financial Planning
Maryland
$1.48M -$3.93K -19 -0.3%
BFA
904
Bragg Financial Advisors
North Carolina
$1.48M -$7.25K -35 -0.5%
DPIM
905
Duff & Phelps Investment Management
Illinois
$1.48M – – –
FHB
906
First Hawaiian Bank
Hawaii
$1.47M +$1.24K +6 +0.1%
CCP
907
Corient Capital Partners
California
$1.47M +$186K +898 +16%
KWM
908
Kingsview Wealth Management
Oregon
$1.47M +$15.9K +77 +1%
SCM
909
Snow Capital Management
Pennsylvania
$1.47M -$589K -2,843 -31%
VBCG
910
Valley Brook Capital Group
Pennsylvania
$1.46M +$14.5K +70 +1%
IAIM
911
International Assets Investment Management
Florida
$1.45M +$1.54M +7,448 +76%
PP
912
Paloma Partners
Connecticut
$1.45M +$1.06M +5,120 +451%
TSW
913
Thompson Siegel & Walmsley
Virginia
$1.44M +$2.69K +13 +0.2%
EH
914
Equitable Holdings
New York
$1.43M +$9.73K +47 +0.8%
FTDI
915
First Trust Direct Indexing
Massachusetts
$1.43M +$68.5K +331 +6%
FTC
916
Farmers Trust Company
Ohio
$1.43M -$234K -1,130 -16%
DLA
917
Douglas Lane & Associates
New York
$1.42M -$828 -4 -0.1%
WI
918
Wintrust Investments
Illinois
$1.42M +$902K +4,355 +161%
SB
919
Sunflower Bank
Texas
$1.42M -$4.55K -22 -0.4%
IHL
920
Investment House LLC
California
$1.42M -$745K -3,599 -37%
ED
921
Exane Derivatives
France
$1.41M +$1.15M +5,572 +1,057%
APW
922
Aurora Private Wealth
New Jersey
$1.41M -$123K -596 -9%
FBC
923
Fairfield, Bush & Co
Connecticut
$1.4M +$4.14K +20 +0.3%
HH
924
HWG Holdings
Texas
$1.4M -$47.6K -230 -4%
FANJ
925
Financial Architects (New Jersey)
New Jersey
$1.39M +$17.6K +85 +1%
35 36
37
38 39