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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
1051
Biltmore Family Office
North Carolina
$1.02M – – –
MJP
1052
Michael J. Puzo
$1.02M -$104K -500 -10%
EF
1053
Empirical Finance
Pennsylvania
$1.02M – – –
NFG
1054
Norris Financial Group
South Carolina
$1.02M -$155K -748 -15%
BHBT
1055
Burke & Herbert Bank & Trust
Virginia
$1.01M – – –
TMAM
1056
Tokio Marine Asset Management
Japan
$1.01M +$201K +973 +29%
SIA
1057
Sit Investment Associates
Minnesota
$1.01M – – –
ACG
1058
Allen Capital Group
Nebraska
$1M +$58.4K +282 +7%
HFA
1059
High Falls Advisors
New York
$1M +$828 +4 +0.1%
FLPIM
1060
F.L. Putnam Investment Management
Massachusetts
$998K +$63.6K +307 +8%
CFN
1061
Cordasco Financial Network
Florida
$996K +$68.5K +331 +8%
BPC
1062
Banque Pictet & Cie
Switzerland
$992K – – –
EMG
1063
ETF Managers Group
New Jersey
$991K +$880K +4,252 New
SIM
1064
Sonora Investment Management
Arizona
$978K -$29.8K -144 -3%
CT
1065
Chicago Trust
Illinois
$973K -$85.1K -411 -9%
IGGA
1066
Iron Gate Global Advisors
Utah
$972K – – –
RBFC
1067
Roman Butler Fullerton & Co
Missouri
$969K -$50.7K -245 -6%
RM
1068
Resource Management
Louisiana
$969K +$62.7K +303 +8%
CB
1069
Cadence Bank
Mississippi
$968K -$207K -1,000 -19%
CNFG
1070
Creegan & Nassoura Financial Group
New Hampshire
$968K -$15.5K -75 -2%
PPW
1071
Parcion Private Wealth
Washington
$967K -$15.7K -76 -2%
CIM
1072
CIM Investment Management
Pennsylvania
$967K +$353K +1,703 +69%
RCM
1073
Regency Capital Management
Hawaii
$966K +$862K +4,165 New
FCIM
1074
Fairview Capital Investment Management
California
$965K -$160K -771 -16%
AC
1075
Arjuna Capital
North Carolina
$965K +$27.9K +135 +3%
41 42
43
44 45