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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1026
Crawford Investment Counsel
Georgia
$2.92M +$42.7K +100 +2%
PTC
1027
Private Trust Company
Ohio
$2.92M +$25.6K +60 +1%
WR
1028
WD Rutherford
Oregon
$2.92M +$217K +508 +9%
CST
1029
Charles Schwab Trust
Nevada
$2.91M +$34.2K +80 +1%
FCA
1030
FLC Capital Advisors
California
$2.91M -$8.96K -21 -0.3%
WAM
1031
Weatherly Asset Management
California
$2.91M +$32K +75 +1%
AAB
1032
ABN AMRO Bank
Netherlands
$2.9M +$1.17M +2,733 +81%
CG
1033
Cynosure Group
Utah
$2.9M -$1.66M -3,893 -39%
FSA
1034
Franklin Street Advisors
North Carolina
$2.9M -$128K -300 -5%
BHC
1035
Bowen Hanes & Co
Florida
$2.88M -$1.17M -2,740 -31%
GSC
1036
G&S Capital
Colorado
$2.88M -$520K -1,218 -17%
BIM
1037
Bridges Investment Management
Nebraska
$2.88M +$193K +452 +8%
WANY
1038
Wealthspire Advisors (New York)
New York
$2.87M -$2.23M -5,227 -46%
SAI
1039
Savvy Advisors Inc
New York
$2.87M +$388K +909 +18%
BFA
1040
Bragg Financial Advisors
North Carolina
$2.86M +$105K +247 +4%
WA
1041
Wealth Architects
California
$2.86M -$9.82K -23 -0.4%
KTC
1042
Kentucky Trust Company
Kentucky
$2.85M -$32K -75 -1%
WBCM
1043
Wilson & Boucher Capital Management
California
$2.85M -$21.3K -50 -0.8%
BFO
1044
Biltmore Family Office
North Carolina
$2.85M -$27.7K -65 -1%
BG
1045
BDF Gestion
France
$2.84M -$528K -1,237 -17%
VIA
1046
Victrix Investment Advisors
Florida
$2.83M -$58.9K -138 -2%
BWM
1047
Bernard Wealth Management
Michigan
$2.83M +$46.5K +109 +2%
BFW
1048
Brady Family Wealth
Missouri
$2.83M +$259K +607 +11%
QI
1049
Qtron Investments
Massachusetts
$2.83M -$377K -882 -13%
VWM
1050
Vivid Wealth Management
Iowa
$2.83M -$526K -1,233 -17%
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