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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
951
Ballentine Partners
Massachusetts
$2.4M +$39.2K +113 +2%
AWMT
952
AAFMAA Wealth Management & Trust
North Carolina
$2.4M +$26.7K +77 +1%
MPA
953
Marvin & Palmer Associates
Delaware
$2.39M -$1.4M -4,049 -36%
LHC
954
Little House Capital
Massachusetts
$2.39M +$611K +1,763 +33%
FHWM
955
Fox Hill Wealth Management
Massachusetts
$2.38M +$1.68M +4,850 +210%
LB
956
Legacy Bridge
Iowa
$2.38M – – –
HWMO
957
Heritage Wealth Management (Ohio)
Ohio
$2.38M +$2.51M +7,236 New
CAM
958
Cozad Asset Management
Illinois
$2.37M +$50.3K +145 +2%
CSI
959
Cross Staff Investments
New York
$2.37M – – –
SLI
960
Sumitomo Life Insurance
Japan
$2.36M -$321K -925 -12%
TSWM
961
Triangle Securities Wealth Management
North Carolina
$2.36M -$12.8K -37 -0.5%
DWT
962
Dorsey & Whitney Trust
South Dakota
$2.35M -$88.8K -256 -4%
TWP
963
Tyche Wealth Partners
Texas
$2.34M +$71.4K +206 +3%
RFA
964
Rollins Financial Advisors
New York
$2.34M +$29.1K +84 +1%
VT
965
Vise Technologies
New York
$2.33M +$77.7K +224 +3%
QIM
966
Quest Investment Management
Oregon
$2.32M – – –
BA
967
BCM Advisors
Louisiana
$2.32M -$24.3K -70 -1%
CA
968
CGN Advisors
Kansas
$2.32M +$29.5K +85 +1%
FPCP
969
Fort Point Capital Partners
California
$2.31M +$12.8K +37 +0.5%
HCM
970
Howland Capital Management
Massachusetts
$2.31M -$156K -450 -6%
APP
971
Avantax Planning Partners
Iowa
$2.29M -$152K -437 -6%
FPAS
972
Focus Partners Advisor Solutions
Missouri
$2.29M -$1.58M -4,548 -40%
OC
973
Oarsman Capital
Wisconsin
$2.27M +$105K +304 +5%
MWM
974
Modera Wealth Management
New Jersey
$2.27M -$64.5K -186 -3%
SSW
975
Stone Summit Wealth
Florida
$2.27M -$43.3K -125 -2%
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