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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
951
Hudson Valley Investment Advisors
New York
$644K +$14K +100 +2%
CCFCSB
952
Cape Cod Five Cents Savings Bank
Massachusetts
$642K -$34.9K -250 -5%
SIA
953
Sit Investment Associates
Minnesota
$642K – – –
FPCP
954
Fort Point Capital Partners
California
$642K +$3.49K +25 +0.6%
SIM
955
Sonora Investment Management
Arizona
$641K +$30.1K +216 +5%
BFO
956
Biltmore Family Office
North Carolina
$635K -$97.7K -700 -14%
CS
957
Comerica Securities
Michigan
$635K +$53K +380 +10%
HA
958
HYA Advisors
Missouri
$635K +$600K +4,300 New
WEC
959
Winslow Evans & Crocker
Massachusetts
$632K -$27.9K -200 -4%
TAM
960
Taurus Asset Management
New York
$627K – – –
TFS
961
Thoroughbred Financial Services
Tennessee
$625K -$85.3K -611 -13%
MS
962
Madden Securities
Texas
$625K +$593K +4,250 New
DSC
963
Duncker Streett & Co
Missouri
$624K – – –
DJSG
964
D.J. St. Germain
Massachusetts
$624K +$137K +980 +30%
CFS
965
CRA Financial Services
New Jersey
$620K – – –
FNT
966
First National Trust
Pennsylvania
$616K -$123K -879 -17%
ACM
967
AlphaCrest Capital Management
New York
$615K -$3.86M -27,648 -87%
CIAS
968
Capital Investment Advisory Services
North Carolina
$614K +$95.2K +682 +20%
AWM
969
Altium Wealth Management
New York
$613K +$73.1K +524 +14%
SBWM
970
Sunflower Bank Wealth Management
Arizona
$612K – – –
OWIM
971
Old West Investment Management
California
$611K +$578K +4,140 New
BIM
972
Baldwin Investment Management
Pennsylvania
$609K -$20.9K -150 -4%
ACWM
973
Adams Chetwood Wealth Management
North Carolina
$609K +$575K +4,121 New
SWA
974
Sutton Wealth Advisors
Florida
$608K – – –
BHBT
975
Burke & Herbert Bank & Trust
Virginia
$604K +$6.56K +47 +1%
37 38
39
40 41