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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
901
Penobscot Investment Management
Massachusetts
$5M +$12.8K +23 +0.3%
NW
902
NewEdge Wealth
Pennsylvania
$4.99M +$1.59M +2,861 +49%
PI
903
PFG Investments
New York
$4.98M +$1.13M +2,031 +30%
AG
904
AlTi Global
New York
$4.98M -$564K -1,014 -10%
DWP
905
Daymark Wealth Partners
Ohio
$4.94M +$119K +215 +3%
DCM
906
Davidson Capital Management
Texas
$4.93M -$40K -72 -0.8%
CSC
907
Caldwell Sutter Capital
California
$4.93M -$76.1K -137 -2%
PAM
908
Palisade Asset Management
Minnesota
$4.92M -$50K -90 -1%
CA
909
Cannon Advisors
North Carolina
$4.89M -$514K -924 -11%
WPC
910
Wedmont Private Capital
Pennsylvania
$4.88M +$57.2K +103 +1%
HVCM
911
Hel Ved Capital Management
Hong Kong
$4.87M +$4.72M +8,495 New
ACM
912
Altrius Capital Management
North Carolina
$4.86M -$1.42M -2,553 -23%
CA
913
Clune & Associates
Illinois
$4.85M -$10K -18 -0.2%
CTA
914
Clear Trail Advisors
Texas
$4.84M +$4.69M +8,444 New
VSQM
915
V-Square Quantitative Management
Illinois
$4.84M +$4.69M +8,442 New
CAMG
916
CWA Asset Management Group
Florida
$4.81M +$35K +63 +0.8%
GIC
917
Generali Investments CEE
Czech Republic
$4.8M -$2.87M -5,157 -38%
MAM
918
Madison Asset Management
Wisconsin
$4.79M -$6.03M -10,851 -56%
SCM
919
Soros Capital Management
New York
$4.79M +$4.65M +8,360 New
FWM
920
Focused Wealth Management
New York
$4.76M -$2.22K -4 -0%
AAB
921
ABN AMRO Bank
Netherlands
$4.75M +$1.21M +2,184 +36%
EB
922
Exchange Bank
California
$4.75M +$27.2K +49 +0.6%
CAM
923
Cozad Asset Management
Illinois
$4.74M +$556 +1 +0%
RCM
924
Radnor Capital Management
Pennsylvania
$4.73M -$27.8K -50 -0.6%
CPIA
925
Cornell Pochily Investment Advisors
New York
$4.73M -$116K -208 -2%
35 36
37
38 39