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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
926
STALEY CAPITAL ADVISERS
Pennsylvania
$1.63M – – –
KJHP
927
K.J. Harrison & Partners
Ontario, Canada
$1.62M – – –
JWCA
928
J.W. Cole Advisors
Florida
$1.62M +$15.5K +71 +1%
LB
929
Legacy Bridge
Iowa
$1.62M +$18.5K +85 +1%
BAM
930
Belpointe Asset Management
Nevada
$1.61M +$530K +2,434 +57%
IC
931
Inscription Capital
Texas
$1.61M -$247K -1,135 -14%
RMC
932
Resources Management Corp
Connecticut
$1.61M -$545K -2,505 -27%
BFA
933
Bragg Financial Advisors
North Carolina
$1.61M -$47.5K -218 -3%
SWM
934
Silverlake Wealth Management
Vermont
$1.61M +$18.1K +83 +1%
AAM
935
AR Asset Management
California
$1.6M – – –
GIM
936
Guardian Investment Management
California
$1.6M – – –
CT
937
Coastline Trust
Rhode Island
$1.58M -$3.27K -15 -0.2%
TFA
938
Transamerica Financial Advisors
Florida
$1.58M +$65.7K +302 +5%
RIM
939
Redwood Investment Management
Arizona
$1.58M +$1.43M +6,582 New
TWI
940
Thomas White International
Illinois
$1.57M – – –
AG
941
AIA Group
Hong Kong
$1.57M -$106K -485 -7%
CI
942
Cigna Investments
Connecticut
$1.55M -$9.36K -43 -0.7%
SCM
943
Spreng Capital Management
Ohio
$1.55M -$312K -1,433 -18%
RIL
944
Rothschild Investment LLC
Illinois
$1.54M -$871 -4 -0.1%
RWM
945
Ritholtz Wealth Management
New York
$1.54M -$54.6K -251 -4%
FANJ
946
Financial Architects (New Jersey)
New Jersey
$1.53M -$24.6K -113 -2%
SIG
947
Sargent Investment Group
Maryland
$1.52M +$31.6K +145 +2%
GW
948
GW & Wade
Massachusetts
$1.52M +$61.2K +281 +5%
MOS
949
MGO One Seven
Ohio
$1.52M +$63.8K +293 +5%
PFM
950
Parsec Financial Management
North Carolina
$1.52M +$48.8K +224 +4%
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