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Caterpillar
CAT

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1076
Ellis Investment Partners
Pennsylvania
$3.46M -$108K -194 -3%
MA
1077
MONECO Advisors
Connecticut
$3.45M -$90.6K -163 -3%
BHC
1078
Bowen Hanes & Co
Florida
$3.45M -$8.34K -15 -0.2%
WAM
1079
Weatherly Asset Management
California
$3.45M -$34.5K -62 -1%
BFO
1080
Biltmore Family Office
North Carolina
$3.44M +$20K +36 +0.6%
KMWM
1081
Keudell/Morrison Wealth Management
Oregon
$3.43M +$3.33M +5,983 New
BFO
1082
Boston Family Office
Massachusetts
$3.43M +$1.26M +2,269 +61%
FAMI
1083
Fideuram Asset Management (Ireland)
$3.42M +$5.54M +9,976 New
WBCM
1084
Wilson & Boucher Capital Management
California
$3.42M -$5.56K -10 -0.2%
BWM
1085
Bernard Wealth Management
Michigan
$3.42M +$16.7K +30 +0.5%
MAMA
1086
Myriad Asset Management Advisors
Florida
$3.4M +$3.3M +5,942 New
WR
1087
WD Rutherford
Oregon
$3.4M -$98.9K -178 -3%
DWM
1088
Drive Wealth Management
Utah
$3.4M +$28.3K +51 +0.9%
SP
1089
SIH Partners
Delaware
$3.39M +$2.89M +5,201 +733%
PFBT
1090
Parkside Financial Bank & Trust
Missouri
$3.38M -$252K -453 -7%
FM
1091
Family Management
New York
$3.37M -$2.17M -3,906 -40%
WA
1092
Wealth Architects
California
$3.37M -$58.4K -105 -2%
RC
1093
Rexford Capital
Texas
$3.36M -$291K -524 -8%
CWM
1094
Cordatus Wealth Management
Pennsylvania
$3.36M -$3.89K -7 -0.1%
BIM
1095
Bridges Investment Management
Nebraska
$3.35M -$99.5K -179 -3%
KTC
1096
Kentucky Trust Company
Kentucky
$3.34M -$80.6K -145 -2%
COA
1097
Crown Oak Advisors
California
$3.33M – – –
KCM
1098
Kerusso Capital Management
North Carolina
$3.33M +$764K +1,374 +31%
GWP
1099
Gen-Wealth Partners
Michigan
$3.33M -$504K -906 -13%
BFW
1100
Brady Family Wealth
Missouri
$3.33M -$65.6K -118 -2%
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