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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
976
Arkadios Wealth Advisors
Georgia
$1.46M +$40.1K +184 +3%
WWM
977
Western Wealth Management
Colorado
$1.46M -$726K -3,334 -35%
JIP
978
Jaffetilchin Investment Partners
Florida
$1.45M -$12.6K -58 -0.9%
HTC
979
Haverford Trust Company
Pennsylvania
$1.45M +$51.6K +237 +4%
FPCP
980
Fort Point Capital Partners
California
$1.45M -$16.3K -75 -1%
FNBSF
981
First National Bank Sioux Falls
South Dakota
$1.43M – – –
DWA
982
Delos Wealth Advisors
Texas
$1.43M -$23.9K -110 -2%
CFG
983
Citizens Financial Group
Rhode Island
$1.43M +$10.9K +50 +0.8%
BMC
984
Beaton Management Company
Massachusetts
$1.41M – – –
SIG
985
Stonegate Investment Group
Alabama
$1.41M +$1.09K +5 +0.1%
NP
986
NorthRock Partners
Minnesota
$1.41M +$30.7K +141 +2%
PAM
987
Private Asset Management
California
$1.41M -$113K -521 -8%
TNA
988
True North Advisors
Texas
$1.41M +$5.01K +23 +0.4%
SAM
989
Sequent Asset Management
Texas
$1.4M – – –
CFGS
990
Concourse Financial Group Securities
Alabama
$1.4M +$110K +506 +9%
DLA
991
Douglas Lane & Associates
New York
$1.4M -$68.6K -315 -5%
AAM
992
Aureus Asset Management
Massachusetts
$1.39M +$65.5K +301 +5%
WP
993
WMS Partners
Maryland
$1.39M -$8.71K -40 -0.7%
CCA
994
Cobblestone Capital Advisors
New York
$1.38M -$54.4K -250 -4%
DPIM
995
Duff & Phelps Investment Management
Illinois
$1.38M – – –
MCM
996
McKinley Capital Management
Alaska
$1.38M +$1.26M +5,768 New
ADIM
997
Alpha DNA Investment Management
Maryland
$1.37M +$1.25M +5,732 New
EWA
998
EP Wealth Advisors
California
$1.37M +$1.24M +5,716 New
OPS
999
Orion Portfolio Solutions
Nebraska
$1.36M +$286K +1,312 +30%
LGF
1000
LGT Group Foundation
Liechtenstein
$1.36M -$1.2M -5,525 -49%
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