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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
901
Daymark Wealth Partners
Ohio
$6.4M +$276K +399 +5%
BC
902
Burney Company
Virginia
$6.39M -$2.61M -3,769 -29%
FSWA
903
Financial Synergies Wealth Advisors
Texas
$6.38M +$887K +1,281 +17%
PFGIA
904
Patriot Financial Group Insurance Agency
Massachusetts
$6.35M +$4.84M +6,994 +354%
BWM
905
Buckley Wealth Management
Nevada
$6.34M -$34.6K -50 -0.6%
HFM
906
Hartford Financial Management
Connecticut
$6.33M -$383K -553 -6%
CT
907
Coastline Trust
Rhode Island
$6.33M -$97K -140 -2%
DWA
908
Douglass Winthrop Advisors
New York
$6.31M -$95.6K -138 -2%
CAAS
909
Capital Asset Advisory Services
Michigan
$6.31M -$486K -701 -8%
EWM
910
Evercore Wealth Management
New York
$6.3M -$46.4K -67 -0.7%
ISB
911
Iowa State Bank
Iowa
$6.29M -$114K -165 -2%
PIM
912
Penobscot Investment Management
Massachusetts
$6.27M +$86.6K +125 +1%
DCM
913
Delta Capital Management
New Jersey
$6.27M -$13.9K -20 -0.2%
AG
914
AlTi Global
New York
$6.23M +$65.8K +95 +1%
CFA
915
Churchill Financial Advisors
Kentucky
$6.21M +$3.71M +5,355 +157%
CFB
916
Cullen/Frost Bankers
Texas
$6.2M -$999K -1,442 -14%
BA
917
BCM Advisors
Louisiana
$6.17M +$9.7K +14 +0.2%
PA
918
Profund Advisors
Maryland
$6.16M -$89.3K -129 -1%
BFA
919
Brendel Financial Advisors
New Hampshire
$6.14M -$362K -522 -6%
AF
920
Alerus Financial
North Dakota
$6.14M -$789K -1,139 -12%
FDS
921
First Dallas Securities
Texas
$6.13M -$719K -1,038 -11%
NA
922
Nordwand Advisors
Pennsylvania
$6.12M -$1.51M -2,180 -20%
VSQM
923
V-Square Quantitative Management
Illinois
$6.1M +$114K +164 +2%
CIG
924
Cullen Investment Group
Louisiana
$6.09M -$14.5K -21 -0.2%
SAM
925
Scopus Asset Management
New York
$6.08M -$459K -662 -7%
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