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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
951
Maltin Wealth Management
New Jersey
$1.44M +$396K +1,888 +41%
FPCP
952
Fort Point Capital Partners
California
$1.44M +$7.34K +35 +0.5%
RCM
953
RNC Capital Management
California
$1.43M +$276K +1,315 +26%
CFA
954
Cahill Financial Advisors
Minnesota
$1.42M +$27.1K +129 +2%
RA
955
Rational Advisors
New York
$1.42M -$521K -2,483 -28%
SG
956
StoneX Group
New York
$1.4M +$284K +1,352 +27%
PFM
957
Parsec Financial Management
North Carolina
$1.4M +$734K +3,500 +127%
FPCG
958
Fort Pitt Capital Group
Pennsylvania
$1.39M -$113K -537 -8%
WA
959
WBH Advisory
Maryland
$1.39M -$83.9K -400 -6%
MWM
960
Mattern Wealth Management
Kansas
$1.39M -$1.26K -6 -0.1%
ESB
961
Essex Savings Bank
Connecticut
$1.39M -$6.08K -29 -0.5%
TIA
962
Tiemann Investment Advisors
California
$1.38M -$5.24K -25 -0.4%
DMBA
963
Deseret Mutual Benefit Administrators
Utah
$1.38M -$188K -896 -13%
OCM
964
Orleans Capital Management
Louisiana
$1.37M +$69.2K +330 +6%
SWM
965
Silverlake Wealth Management
Vermont
$1.37M +$134K +638 +12%
MOS
966
MGO One Seven
Ohio
$1.37M +$48.2K +230 +4%
PFO
967
Pathstone Family Office
New Jersey
$1.35M -$172K -822 -12%
LC
968
Lavaca Capital
Texas
$1.34M -$734K -3,500 -37%
CFG
969
Citizens Financial Group
Rhode Island
$1.34M -$272K -1,297 -18%
BC
970
Brookfield Corp
Ontario, Canada
$1.34M +$1.26M +6,012 New
JIP
971
Jaffetilchin Investment Partners
Florida
$1.34M +$63.5K +303 +5%
ANI
972
American National Insurance
Texas
$1.34M -$281K -1,340 -18%
NP
973
NorthRock Partners
Minnesota
$1.33M +$268K +1,277 +27%
CCA
974
Checchi Capital Advisers
California
$1.33M +$120K +570 +11%
WEG
975
World Equity Group
Illinois
$1.33M +$1.25M +5,976 New
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