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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
951
Argent Advisors
Louisiana
$2.78M -$53.5K -155 -2%
DLCIG
952
D.L. Carlson Investment Group
New Hampshire
$2.77M +$2.45M +7,082 New
FHWM
953
Fox Hill Wealth Management
Massachusetts
$2.77M -$29.4K -85 -1%
FPCP
954
Fort Point Capital Partners
California
$2.75M +$37.6K +109 +2%
WWM
955
Western Wealth Management
Colorado
$2.74M +$937K +2,713 +63%
TWP
956
Tyche Wealth Partners
Texas
$2.73M -$19K -55 -0.8%
TSWM
957
Triangle Securities Wealth Management
North Carolina
$2.73M -$34.9K -101 -1%
WPC
958
Wedmont Private Capital
Pennsylvania
$2.73M +$232K +672 +11%
QIM
959
Quest Investment Management
Oregon
$2.73M – – –
MWM
960
Modera Wealth Management
New Jersey
$2.72M +$42.1K +122 +2%
4WM
961
44 Wealth Management
Oregon
$2.71M +$2.43M +7,034 New
LSPW
962
Lake Street Private Wealth
Illinois
$2.7M -$1.44M -4,171 -38%
HCM
963
Howland Capital Management
Massachusetts
$2.7M -$6.91K -20 -0.3%
RFA
964
Rollins Financial Advisors
New York
$2.7M -$47.7K -138 -2%
SF
965
Symphony Financial
Texas
$2.67M +$158K +458 +7%
FIA
966
Foundations Investment Advisors
Arizona
$2.67M +$192K +556 +9%
SCA
967
STALEY CAPITAL ADVISERS
Pennsylvania
$2.66M – – –
BA
968
BCM Advisors
Louisiana
$2.66M +$19.3K +56 +0.8%
HCM
969
Hilton Capital Management
New York
$2.65M – – –
SSW
970
Stone Summit Wealth
Florida
$2.63M -$32.8K -95 -1%
AAM
971
AR Asset Management
California
$2.62M – – –
TIA
972
Trust Investment Advisors
Indiana
$2.62M -$192K -557 -8%
QCG
973
Quadrant Capital Group
Ohio
$2.61M +$33.8K +98 +1%
AWA
974
Arkadios Wealth Advisors
Georgia
$2.61M +$104K +301 +5%
OTPPB
975
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.6M -$3.41M -9,877 -60%
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