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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1001
Marathon Wealth Advisors
Massachusetts
$7.51M -$22K -25 -0.4%
LHC
1002
Little House Capital
Massachusetts
$7.49M -$213K -242 -3%
LIM
1003
Loudon Investment Management
New Hampshire
$7.49M -$358K -408 -5%
MYAM
1004
Meiji Yasuda Asset Management
Japan
$7.46M -$4.17M -4,751 -40%
SIG
1005
Sargent Investment Group
Maryland
$7.46M +$278K +316 +5%
SDIC
1006
South Dakota Investment Council
South Dakota
$7.46M – – –
ATC
1007
Adirondack Trust Company
New York
$7.45M -$495K -564 -7%
CPL
1008
Capital & Planning LLC
Georgia
$7.44M +$31.6K +36 +0.5%
APP
1009
Avantax Planning Partners
Iowa
$7.43M +$112K +127 +2%
QIM
1010
Quest Investment Management
Oregon
$7.42M – – –
LJCM
1011
Lee Johnson Capital Management
Texas
$7.41M +$114K +130 +2%
FAM
1012
Fulcrum Asset Management
United Kingdom
$7.4M +$6.29M +7,158 New
EPW
1013
Evolve Private Wealth
California
$7.37M -$1.12M -1,277 -16%
FMB
1014
Field & Main Bank
Kentucky
$7.37M -$202K -230 -3%
SFP
1015
Shepherd Financial Partners
Massachusetts
$7.36M +$429K +488 +8%
DWT
1016
Dorsey & Whitney Trust
South Dakota
$7.34M -$73.8K -84 -1%
CFM
1017
Catalyst Funds Management
Australia
$7.33M +$6.04M +6,880 New
AWM
1018
Accurate Wealth Management
Florida
$7.31M -$455K -518 -6%
ABTD
1019
Arvest Bank Trust Division
Oklahoma
$7.3M -$36K -41 -0.6%
BCM
1020
Becker Capital Management
Oregon
$7.29M -$20.2K -23 -0.3%
VCA
1021
Verdence Capital Advisors
Maryland
$7.28M -$753K -857 -11%
FISPB
1022
Fideuram - Intesa Sanpaolo Private Banking
$7.25M +$5.15M +5,862 +618%
SCA
1023
STALEY CAPITAL ADVISERS
Pennsylvania
$7.24M – – –
SIA
1024
Schear Investment Advisers
Ohio
$7.23M +$199K +226 +3%
PDL
1025
Portfolio Design Labs
California
$7.23M +$4.41M +5,019 +284%
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