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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1051
Epoch Investment Partners
New York
$791K -$358K -1,959 -29%
PGAM
1052
Princeton Global Asset Management
New Jersey
$790K -$24.7K -135 -3%
FCA
1053
FinTrust Capital Advisors
South Carolina
$790K -$23.4K -128 -3%
ISL
1054
Ingalls & Snyder LLC
New York
$790K -$1.83K -10 -0.2%
DAM
1055
Diamant Asset Management
Connecticut
$789K -$378K -2,068 -30%
GC
1056
Garde Capital
Washington
$789K – – –
FPCG
1057
Fort Pitt Capital Group
Pennsylvania
$786K -$345K -1,891 -28%
VF
1058
Virtu Financial
New York
$783K -$10.5M -57,559 -92%
FTC
1059
Farmers Trust Company
Ohio
$778K – – –
TW
1060
Transform Wealth
Colorado
$776K -$6.08M -33,263 -88%
SC
1061
SouthState Corp
Florida
$776K +$197K +1,076 +29%
EIA
1062
Eldridge Investment Advisors
New Hampshire
$773K – – –
ACG
1063
Allen Capital Group
Nebraska
$767K -$18.6K -102 -2%
WWM
1064
Windsor Wealth Management
Indiana
$764K +$548 +3 +0.1%
5L
1065
55I LLC
Massachusetts
$763K +$445K +2,437 +110%
CSB
1066
City State Bank
Iowa
$756K +$11.1K +61 +1%
BS
1067
Bessemer Securities
New York
$755K – – –
WFS
1068
Widmann Financial Services
Maryland
$753K +$14.6K +80 +2%
GIA
1069
Gladstone Institutional Advisory
Florida
$753K +$132K +724 +19%
AWA
1070
Arete Wealth Advisors
Illinois
$752K +$242K +1,325 +41%
WEG
1071
World Equity Group
Illinois
$750K -$144K -789 -15%
SWA
1072
Sutton Wealth Advisors
Florida
$747K +$58.1K +318 +8%
CIAS
1073
Capital Investment Advisory Services
North Carolina
$747K -$40K -219 -5%
OIA
1074
Optimum Investment Advisors
Illinois
$742K – – –
WC
1075
Westhampton Capital
North Carolina
$742K – – –
41 42
43
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